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Joy the Bookkeeper

5.0 (1 review)
Closed 10:30 am - 9:00 pm

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1 year ago

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Westwood Tax & Consulting

Westwood Tax & Consulting

(29 reviews)

My father passed away at the end of 2016. Dealing with the loss of my father was difficult enough,…read morebut added to that was the fact that my father was a CPA and had been doing my taxes my entire life. This would be the first time anyone other than my father would guide me through this process. I was lucky enough to find Josh, who not only is a total pro with a quick turnaround time, but a really good human being. He's now been my CPA for the past 8 years and I always look forward to our annual Skype tax meeting.

I can honestly say that I look forward to tax season because Josh is my accountant. He is very good…read moreat letting me know what documentation to provide for tax season, and gets back to me in a timely manner (responds to emails very quickly!). Josh picked me up as a last minute client in April of 2019 (a week before taxes were due!), when I was told my accountant of several years was no longer doing taxes. Since completing my 2018 taxes, he help me set up my LLC, breakdown my C-Corp, and apply for PPP loans. In March of 2020, Josh + his office sent out an email on a Saturday to all clients to go over what was covered under the CARES act- who was eligible for unemployment benefits, what loans were available for small businesses. I forwarded this email to my friends and they also found this information very helpful- their accountants didn't do this for them. It says a lot about what Josh and his team does for his clients. Josh and his team are much more than just "tax accountants"!

Chunyee Global CPA

Chunyee Global CPA

(1 review)

After 15+ years with my old CPA, I decided it was time to look for someone new. I am pretty loyal…read moreand don't like change when it comes to advisors, and was tired of paying first tier prices for second tier service. I meet Chunyee at a seminar sponsored by the local Chamber of Commerce, and I was extremely impressed with her knowledge and attention to detail. When I decided to give her a try, she was very generous with her time, and found ways for me to save on my taxes that my old CPA never did. As a business owner with a new wife who just emigrated from overseas, our taxes pretty complicated (even though my income is modest). She prepared everything on time and for the agreed fixed price. If you are looking for your first account, or not feeling you are getting the service and value you deserve from your current account, you owe it to yourself to give Chunyee a try.

From the owner: At Chunyee CPA, we focus on honesty, transparency, and making sure we not only address your…read morefinancial needs, but also educate you on the available resources! Call us today to get your FREE 1 hour consultation, and to learn how we can advise you in the following areas: Personal and family tax filing Tax and financial planning Income protection planning Estate Planning Bookkeeping and Payroll Services Tax Services Tax and financial planning Income protection planning Remotely or at your office Foreign Tax CPA bookkeeper tax small business adviser.

Project After Six

Project After Six

(1 review)

It makes me sad to share this, as I wanted Project After Six to succeed, given their mission. But I…read moreworked with this firm last year and experienced mistakes in my tax preparation that led to an IRS penalty. I had never had issues with the IRS or mistakes on my taxes before working with them. While they apologized and did some work to try and fix it (though the late penalty is still a bit unresolved), the level of support from Project After Six remained reactive rather than proactive, with hands-on attention only when issues arose. I also experienced missed or hard-to-schedule appointments (not showing up for, or delaying, a couple of scheduled calls) and slow communication, which added stress and frustration. I tried to provide feedback privately, give them the benefit of the doubt because they were a lean team and kept prices manageable (so they said), and provide them an opportunity to improve, but my concerns were dismissed. And instead of assuring me that next year would be different, they just increased their pricing significantly without any assurance that service quality or responsiveness would improve. Despite a history of errors (some before we even filed -- conversations with them often felt rushed, and they often asked me to remind them of my tax situation), the firm treated the higher fee as justified without addressing the underlying gaps in support or communication. Doubling down on "well you just don't understand complexity", rather than engaging a prospective client thoughtfully, is not what anyone deserves -- especially a small business owner like myself just trying to find my way. And I was even going to recommend them to other small business owners, but I can't anymore -- including a friend who was considering using their services this year. I felt more like a number than a person to them. For clients seeking reliable, attentive service -- especially those with LLCs or Schedule C income -- I would caution that their pricing does not currently align with the service provided. They mentioned feedback is welcome, but based on my experience, accountability is limited, and trust is fragile.

From the owner: Looking for expert tax and financial services? Project After Six has you covered! Specializing in…read moretax and financial services, we provide expert guidance to help you save money and grow your wealth, we're here to help you achieve your financial dreams.

Joy the Bookkeeper - taxservices - Updated May 2026

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