NOTE: The District of Columbia has suspended all CPA license renewals indefinitely due to the pandemic. While Thumbtack cannot "verify" my license at this time due to this development, it remains valid in 2021 and I am happy to provide documentation upon request.
As a seasoned Certified Public Accountant, personal financial planner and retirement specialist, I can handle all of your tax, financial, and retirement planning needs -- whether you need your tax returns prepared in a timely fashion or are looking for more sophisticated guidance on key financial and retirement decisions. I am a licensed CPA in the District of Columbia and hold a Masters of Accountancy from the George Washington University.
I work with a range of individuals and families on their tax and financial needs. In regards to financial planning, I have significant experience with retirement planning and maximizing use of tax advantaged accounts to build up your savings over the course of your working lives. For taxes, I am especially skilled in maximizing available tax deductions for self employed professionals and rental property owners.
As my Thumbtack Top Pro designation indicates, I stand out when it comes to customer service. No question of yours will go unanswered and I always work to ensure you understand the what, why, and when behind my recommendations.
Please check out my many great reviews. I look forward to helping you with your taxes and personal finances!
Jofi Joseph, CPA
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