Santa Barbara, United States
4123 State St STE 100
N/A
+1 8058458744
The best. Knowledgeable, helpful, honest, reliable and kind. Using Joel for 4 years now I believe and the relief of being in good hands is amazing. He has even reached out to offer help and condolences during a very challenging time. HIGHLY RECOMMENDED.
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Just got my 2018 taxes done with Joel. Too bad I didn't find him sooner. Absolutely the best tax advice I have ever gotten. I'm 58 and he gave me a tax lesson that no one ever took the time to do before.
Joel has been helping me with my taxes for the last 3 years and has really opened up my eyes as to how much goes into tax planning. Going in, I didn't really know what to expect and figured like at most places some one would just key in my numbers and I get a tax refund. Joel made quick work of the tax return as its fairly simple but went right into tax planning for the future year, explaining how taxes are on a tiered system and how much I could actually save on next years and in future years with just a handful of recommendations. I had no idea taxes are my second largest expense after rent on an annual basis and over the past 3 years I have saved literally thousands of dollars based on Joel's recommendations on my retirement accounts. I feel enlightened about what has always been a mystery to me and most people could never explain what is going on the tax return and why, I am so pleased and I highly recommend the service.
Joel helped me for the past two tax season and I could not be more satisfied. His work is a true reflection of the vast knowledge he has accumulated as a tax professional. I would recommend Joel Perez for any of your tax questions and filings if you are at all interested in getting the best return for your tax season
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