Reviews

Hire this team! We started working with Joesph & Hetrick a few years ago and honestly it’s one of the best financial decisions we’ve ever made. The guidance and partnership we’ve received has been unmatched. They’re wonderful to work with and wonderful human beings. Our taxes always feel quite complicated going into tax season and Deva is a true gem of a human that has helped us navigate tricky circumstances from out of state RSU grants to contract work snags to first rental property advice. We can’t recommend them enough!

Aside from professionally managing my tax returns for the past 2 decades (including a period of time working abroad), Deva and Randy were invaluable in helping me deal with an unexpected inheritance last year. They walked me through the options for trust liquidation, the tax implications, and even some best case investment opportunities. When I ended up purchasing a house their support and guidance made an inherently stressful process much more bearable. Couldn't recommend their services more highly.

I have worked with Randy Joseph and team for several years. I couldn't be more pleased with their partnership, professional tax guidance, and speed with which they work. Joseph & Hetrick, LLC is the third firm with whom I have worked in my professional career and it's easy for me to say they stand out! Beyond technical competence, accuracy, and sense of urgency, I feel they have taken the time to get to know me personally. I have had some ups and downs in my career and Randy has always flexed and found a way to be more than a firm that does my taxes. They understand me. I couldn't recommend Joseph & Hetrick, LLC more highly. Check them out!

Meh. Exchanged some emails and their slow response coupled with lack of reading comprehension didn’t impress me. I did not use them.

I am incredibly grateful for Mr. Chung and their team for their exceptional work in helping me recover my beloved dog. Mr. Chung guided me through the legal process with patience, compassion, and expertise. They were always available to answer my questions and provide reassurance during a stressful time. Thanks to Mr. Chung and his teams diligent efforts, I was finally able to reunite with my dog. I highly recommend Mr. Chung to anyone in need of legal representation.

Randy was an absolute pleasure to work with. She quickly and thoroughly answered all of my questions and helped me understand the rationale behind her answers. She also helped me identify other questions I should be asking regarding, especially regarding my RSUs.

Over the last four decades, I have had the opportunity to work with over 30 Estate Planning Attorneys with our mutual clients. Never before have I met with such a caring, competent, and compassionate attorney who helps their clients achieve the greatest amount of peace of mind, reduced stress in life, and who helps create generational wealth. If you want abundance in your life, then Angel is the attorney to hire. -Jeffrey A. Forrest, Ed S.,

Angel and her team are very professional and passionate about helping families avoid the conflicts and stress of not being prepared when someone passes on in the family. She offers partnership and on going support throughout the years to make sure that your estate plan is updated and implemented . This allows you to be focused on what’s most important which is the grieving and celebrating the life lost instead of scrambling to figure out what to do.

Wonderful caring wise work on our estate plan!!

Angel Was So Very Kind, Knowledgeable, and Patient Explaining Everything We Need To Know About our EP Docs and Trust. Thank You Angel And Your Staff.

I had the opportunity to talk to Angel about estate planning, and I can't recommend her enough. After losing my father, I quickly realized how important it is to have a solid plan in place. There’s so much I don’t understand about the process, and I want to get ahead of it to ensure I can plan accordingly as my life evolves and changes. Angel made everything clear and manageable, offering customized solutions that really fit my family’s needs. Her expertise in estate and special needs planning was invaluable, helping me navigate all my options to protect my loved ones. I also appreciate that she hosts events and webinars, which are a great place to start if you’re feeling overwhelmed. These sessions provide a valuable way to get a feel for her approach and wrap your head around all the information. Her role as a trusted business advisor provided insights that will help me make informed decisions moving forward. I’m looking forward to working with Angel and highly recommend reaching out to her if you’re in a similar position. She genuinely cares about her clients and offers the support you need for peace of mind in the future.

Angel was extremely helpful, personable and efficient in the creation of my Trust. Her guidance was just what I needed to get my important planning done.