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.

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.

Deva prepared my taxes for the first time this year, and was extremely thorough -- including going back through a couple of past years' returns and avoiding several key mistakes I would have made. She provided thoughtful explanations and advice for future years, especially around equity compensation and capital gains.

Working with Deva and Randy was an absolutely wonderful experience. I cannot recommend them highly enough. Extremely thorough and efficient in submitting my tax return. I cannot thank them enough for their work and I look forward to working with them in the future.

I really couldn't be happier with my experience working with Deva (the Hetrick side of Joseph & Hetrick) last year. My mom died in 2019, and as the executor of my mother's estate I really didn't know how to handle her taxes. Additionally, it was my first year being married AND my wife and I had just bought a business, and I simply felt like my taxes were too far beyond my knowledge and ability. I ended up getting a referral to Joseph & Hetrick, and I worked with Deva on my mom's, my wife's, and my own taxes. Deva made this entire process a breeze! There was a simple questionnaire that I filled out at the beginning to give Deva all of the info she needed, and after that I only had to send her my tax documents as I got them in the mail/email. Outside of a few quick questions, she took care of the rest! She was well organized, responsive, a great communicator, and finished everything in a timely manner. Additionally, whenever Deva wasn't readily available Randy stepped in and would help to answer my questions, pose questions to me to help the process, and anything else that was required to keep things moving forward. I even ended up having some questions after our taxes were submitted, and Deva continued to be very responsive and helpful with anything that I needed. I would absolutely recommend Joseph & Hetrick to anyone (I have already been singing their praises outside of online reviews), and you should have supreme confidence working with them. If I could rate them higher than 5 stars I would.

Deva and Randy are wonderful! I have had my taxes done by Deva for years but just recently completed my first set of financial coaching sessions with her which were incredibly helpful and informative. I now have much better insight into my finances and investments. I would highly recommend Deva for any level of financial coaching!