Josh McNamara has been my valued tax advisor and personal accountant for years.
I've spent the last nine years as a hedge fund accountant and then a trader, so I consider myself reasonably well-versed in the world of money.
Still, I decided years ago to seek outside help for tax matters. There's simply too much to know, and too much that one can get wrong going it alone, even for professional money managers.
I truly believe that Josh's fees are very reasonable and that Josh has paid for himself many times over through his advice and recommendations.
My personal tax situation changes from year to year, but at points in the past, I have had multiple sources of income, ownership of rental properties, and have employed home workers; Josh has always been able to quickly and quietly handle the workload.
The Walton Group has an online file repository where I can upload all of my scans and electronic documents. Josh's communication is timely and efficient, whether via email or phone, and he's always on top of the tax calendar and reminding me about things that need to get done. Josh has kept me much more focused on my taxes than I ever was before.
I sincerely hope he'll keep me as a client for years to come. If you're looking for a personal tax or business accountant, give Josh a call now! read more