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    TPI Group

    3.5 (11 reviews)
    Open 9:00 am - 5:00 pm

    Services - TPI Group

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Josh Gonzalez - Agent

    Josh Gonzalez - Agent

    5.0
    (5 reviews)

    Working with a financial professional is a deeply personal issue for me, so when a close family…read morefriend recommended Josh Gonzalez, I was relieved to meet someone that was vetted by someone I trusted. One of the things I was most impressed with about Josh was that he says what he's going to do and then he does it. He arrived at my house on time and looking sharp. The presentation he made was straightforward and convincing. I had a 401(k) account with a previous employer that Josh worked with me to rollover to a Traditional IRA. Now my money is being watched by someone who is conscious of my goals and lifestyle. It felt great to be involved in the decision-making process. I'm confident my nest egg is secure. One thing I had never considered was the tax-diversification benefits of cash value life insurance and the other benefits of term insurance. We were able to find the right balance of each for my situation. Josh represents himself and his company, New York Life, very well.

    I am very happy to have been introduced to Josh by a family member. The insight and advice he…read moreshared with me was invaluable. After a few consultations, one in his office and two in my house, we implemented solutions for life insurance and retirement. Josh took a collaborative approach; we exchanged several emails back and forth throughout the entire process. I was involved every step of the way; I always knew what was going on and what the next steps were. One of the most impressive practices was Josh's methodical/deliberate approach. His process was exhaustive. Since I put the financial plan in place, Josh meets with me every 6 months for a check-up/review.

    CHA GROUP - NOVA CPAs

    CHA GROUP - NOVA CPAs

    4.9
    (54 reviews)

    Exceptional Tax Specialist - A Game-Changer for My Businesses!…read more Working with Cha Group, Andy & Duncan + the whole firm has been an absolute game-changer for my family businesses. Their depth of knowledge, professionalism, and dedication have not only helped me navigate complex tax matters with ease but also freed up valuable time and mental space to focus on what truly matters--growing our businesses. What truly sets them apart is their use of cutting-edge tools and resources that simplify the entire tax process. From smart financial insights to real-time planning strategies, they bring clarity and confidence to areas that used to feel overwhelming. I now have a clearer view of my financial picture and peace of mind knowing everything is being handled with expert care. Thanks to their proactive guidance, I've been able to make smarter business decisions, stay compliant, and optimize my finances--all while focusing more on innovation and scaling. The price I'm paying is well worth the care and guidance we are receiving. If you're a business owner looking to not just survive tax season, but truly thrive year-round, I can't recommend Cha Group highly enough. Professional, insightful, and always one step ahead! We are so appreciative for them!

    Before meeting Andy, I had worked with a couple of other accountants, but none of them came close…read moreto the experience I've had with him and his team. For the past two years, they've handled both my business and personal finances with exceptional professionalism and expertise. Their knowledge and dedication are truly remarkable. If you're looking for a seamless and satisfying experience, I highly recommend visiting Cha Group. You won't be disappointed!

    TPI Group - taxservices - Updated August 2026

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