Reviews

We reached out to Joseph & Hetrick based on google search and the good reviews and we weren't disappointed. We met with Randy for a consultation and she was very helpful, direct. We hired them and everything went very smoothly, the communication is excellent. Deva prepared our taxes and was very quick to answer all of our questions or explain what she is doing and how we can be proactive with our taxes. We liked how professional and easy they are to work with. Filing our taxes has been very smooth and we look forward to working with them again.

We started working with Deva this year on our tax return. I was so impressed by the experience of her fast and responsive replies. Often time, I only have time to answer her questions and send her document in the evening or weekend time, and I would see her replies almost within an hour if not minutes!! Deva communicated with me constantly when preparing our tax and she found some errors that we made when we did our Roth conversion. She provided us with advices and communicated very clearly when explaining our errors and how she corrected that for us. Deva and the team finished our tax return with a short turnaround time. I also appreciated their firm's very professional, super user-friendly set up of their private portal for organizing, uploading, storing documents, and corresponding all in one place. Overall very professional and customer-oriented services!

Randy and Deva have been wonderful since I became one of their clients several years ago. Randy listened compassionately as I explained I needed help with taxes after my mother died. Each year she and Deva were organized, communicative, thorough and professional. As a woman, I have encountered some very condescending men when seeking financial counsel. I prefer to hire women, and I am SO GLAD I found Randy and Deva! Five star experience!

I have been working with Dr. Malhas since 2015, she helped me grant my Green Card, and I'm currently working with her on my citizenship filing. This team is professional, they technically know what they're doing. The only comment would be the cost, otherwise, the service is top notch.

Angel was able to effectively communicate and guide the process of establishing our Trust and Will. We are pleased with her professional expertise.

At the start of the COVID 19 pandemic my 87 year old mother was diagnosed dementia and cancer with Dr.'s order to avoid human contact. I soon discovered that her will and power of attorney documents were nearly 20 years out of date, with the wrong person left in charge of both hers and my estate and medical guardianships. We needed to update our documents quickly but with little contact since my mother's health was fading rapidly. In just a few days Angel Latterell had created new documents for us both, which were concise, without a wasted word and precisely what we needed at a very reasonable price. Thank you Angel, we both agree that our communication with you and the resulting documents could not have been a greater success.

Well organized, knowledgeable, relates easily, readily available, patient, has a support staff

Angel kept me calm in a very infuriating situation, namely a tenant who used the eviction moratorium to prevent me from moving into my own home! She gave me good advice, responded quickly, and helped me refrain from doing anything rash. I definitely recommend her services.

Cannot recommend Deva highly enough. She's smart, responsive, and listens closely to her clients.

I was blown away by how professional, kind, and honest Randy was during my tax return consultation. After just a few minutes, she determined that the services of her firm were not suitable for my purposes since I have a simple return, and she directed me to what I should do instead. I am beyond grateful for her help and honesty. Although I didn’t end up hiring their firm for my taxes, I will be back in a heartbeat if I ever have a more complicated return to file with the IRS. Thank you so much to your whole firm!

We've been using Joseph & Hetrick for a few years now, and I'm always delighted by just how responsive and professional they are throughout the entire tax season. What started out as me needing tax advice has turned into a pleasant tax preparation process that invariably includes great advice from Deva on how to reduce future tax surprises. I plan to be a recurring client for years to come.

After a recent job change introduced us to equity compensation, my partner and I decided to seek professional tax help. We are so glad we found Joseph & Hetrick! Deva was so helpful and friendly. Our taxes were done in record time with a better refund than we expected. She also answered all our questions and made sure we are planning appropriately for the coming year.