Joe Wu, CPA -

Wolf Wang

Joe Wu is a phenomenal CPA whom I would wholly endorse! My wife and I were looking for a trusted advisor who could help with our personal tax filing. In the past, we had filed via turbo tax, and when our tax situation became very complicated, we knew we needed professional help.

He is great not just for his intuitive understanding of the tax code, but also assisted us in complex transactions including other states (New York, Connecticut), a rental property, and changing residence status.

I will definitely be engaging with Joe for the long-term future!

Hatim Khety

I recently started working with Joe to complete my 2023 tax filing, and I couldn't be more pleased with the experience. This year was a bit more complicated since it was my first time filing jointly with my wife, but Joe made the entire process seamless and straightforward for us.

Joe was tremendously helpful in making everything easy for us and getting us the most savings. He also helped me make an amendment to my 2022 filing and save a few thousand dollars, something TurboTax would not allow me to do. Not only did Joe's fees pay for themselves, but the entire process was extremely easy efficient.

From seamless document upload to meticulous attention to detail and a high degree of responsiveness, everything was handled with the utmost professionalism. At the end, I was struggling to understand the final tax calculations, but Joe broke it down in a way that was clearer than any explanation I've received from other tax professionals in the past. Taxes can be unnecessarily complicated, but Joe distilled it down to very basic math that a layperson could understand. It honestly blew me away.

Overall, I am extremely satisfied with Joe's services and will definitely be returning for next year's tax needs. If you're looking for a tax professional who combines expertise with exceptional service, Joe is the one to see!

Kim Eichorn

Joe was terrific to work with for my tax preparation this year. He is extremely professional, responsive, detail-oriented, and provided constructive feedback and guidance throughout the process. I highly recommend his services.

HB

We had the pleasure of working with Joe for our tax preparation, and we couldn't be more satisfied with his service. Joe's organization and the convenience of his portal made submitting documents a breeze. He meticulously followed up on any areas needing clarification or additional documentation, ensuring our filing was accurate. Joe's expertise in handling complex stock and RSU filings was evident, providing invaluable assistance where we needed it most. We're thrilled to have found Joe and will undoubtedly be returning for all future tax filings. Highly recommend his services without hesitation!

J R

We used Joe's services for the first time recently, for our 2023 state and federal tax returns. We had a moderately complicated tax return of 2 self-employed individuals heading into retirement. We communicated with Joe exclusively via email during the process. Unlike with some of our previous experiences with tax preparers, Joe was extremely timely and clear in his communications, was accessible, was thorough and proactive in making recommendations and got it all done with time to spare. We would not hesitate to recommend him to anyone in need of tax preparation and tax planning services.

C E White

Highly recommend Joe. He helped us prepare and file our personal and business 2023 tax returns. We found him online a few months ago, after the unexpected death of our longtime CPA. Joe was very easy to work with and he threw in some key suggestions, particularly regarding transition to retirement. He was responsive, proactive, thorough and easy to work with. We were very pleased with his services. Thank you!

Mustafa Aziz

Joe was super helpful throughout the whole process, during the tax filing season, and was able to quickly help me file my taxes. He also has a website where we can upload all our documents and any personal information which is nice as a lot of CPAs would request personal Info like SS through email.

Jeremy Brown

Easy, streamlined, straight-forward. These are the words I'd use to describe my experience working with Joe.

Typically, my taxes are pretty simple. But with starting my own company in addition to some other things that made my taxes a bit more complex and out of my level of expertise, I needed to bring in someone WAY more experienced than I.

I'm glad I found Joe. With his expertise and use of technology to streamline the tax process, the whole experience was a breeze. Exactly what you want when it comes to taxes.

If you need a CPA you can trust to get the job done and make your life easier, I recommend using Joe.