Tax Offices of Joel Perez, EA

Joel Perez has been providing tax services to me for 6 years and I couldn’t be happier. He is extremely knowledgeable in his field and takes the time to explain to me all the benefits, deductions, etc. available to me. Not only does he help me understand my taxes, his major emphasis is helping me «shape and mold» (his words) my finances so I can ensure I am on the right track for the upcoming year. If I ever have a question, regardless if it is tax season or not, I can reach out to Joel and he responds immediately with his professional advice. You could not be in better hands than with Joel Perez. He’s professional, friendly, and local! I would highly recommend!

Obviously, there are people in this town who suffer from a sense of entitlement and demand for attention. You pick up traces of their personality in their words, and typically in online forums such as Unilocal.With that being said, I totally disagree with the review left by Iriana B., as I have gone to Joel twice now with a very complex and critical situation for both my business and personal taxes. Each time, he was able to see me on short same-​day notice, and patiently walked through the numerous issues, and best solutions, including finding deductions even I didn’t know were available to me.
In any business, a first-​time visit is always going to be more questions than answers. especially when the person providing the service doesn’t know you from a hole in the wall, let alone the particular details of your situation. If you’d never spoken to him, how could he know what deductions you were entitled to? Do you expect everyone to have a crystal ball? My second visit took less time because my information was on file. I came prepared with all necessary documents. I maintained a professional and ADULT attitude to sit through the PROCESS, which allowed him to put in the numbers, since they wouldn’t magically appear. I was given several «best next steps» to help me resolve my concerns and file my taxes.
I will use Joel’s services for my future needs, and I happen to like the lady with the red hair! She was friendly and accommodating when I went in; even offered me water. Perhaps it was because I walked in with a smile on my face, rather than a superior attitude and bad disposition.

I am in utter shock at all the 5 star reviews. First of all, his «office» is a converted back room behind a restaurant facing a decaying dilapidated motor lodge. When you walk in, you are acknowledged (I won’t say GREETED) by a woman with clown-​red dyed hair who immediately goes back to watching her day-​time talk show. I was told by this woman that (even though I had an appointment) I would have to wait because he was running behind. When the office door opened the red-​haired woman leaned inside the door and I heard her say «You ready?» then she turned to me and informed me that it was «my turn». I got up and went into the «office» where I found Mr Perez lounging back in his chair behind his desk looking disinterested. He did not even stand up or say hello, let alone bother to shake my hand. I sat down and started to explain my reason for being there. He literally just stared and me looking annoyed and yet somehow amused. I handed him my tax info to look at and all he said was that he wouldn’t know anything until he «plugged in the numbers» (he made a typing motion in the air with his fingers.) I asked him about possible deductions and all he said was «Do you have kids?» Not very helpful. He then opened a drawer and took out his cell phone and appeared to be texting. He asked me if I wanted him to «start plugging in the numbers», I told him thanks but no thanks and left. I went back on Unilocal and found a real accountant with a normal office to go to (Jeff Restivo at SB Tax & Accounting services — who actually DID manage to find us some deductions beyond «having kids»)

If you need tax services, I would highly recommend Joel Perez. My former tax consultant couldn’t handle my taxes this year and I decided to make an appointment based on the other positive reviews I found online. Joel was very professional, friendly, and knowledgeable. His recommendations saved me more than 5X his very reasonable tax preparation fee. I will definitely be using Joel for my future tax and retirement planning.

I was extremely pleased with Joel’s services. He’s very knowledgeable and spent time explaining how I can prepare for next year.
He’s staff is friendly and were able to get me in the same day. Excellent service!

Joel is friendly, smart and efficient! The staff are also considerate and friendly. Taxes we’re done quickly and provided solid advice. He helped me clam in my grandma and secure a nice return.

This is my families 3^rd year using Joel, He is beyond knowledgeable and trustworthy. Joel is very professional and honest. I would recommend him to anyone who needs a great CPA. Thanks to his expertise and his dedication to his clients He has guided us through some things our relators never informed us on.

This is my second year going to Joel Perez & I’m very happy with the service he’s provided thus far. He’s very professional, knowledgeable & his staff is efficient & professional, as well. I highly recommend him to all my fellow Unilocalers out there.

Mr. Perez is very professional and very helpful. his prices are reasonable and really maximized my deductions and I received a significant refund.
Don’t get me wrong, I know how to do my own taxes, but he’s super current on tax laws that he was able to deduct things that were not deductible the previous tax year.