“I wholeheartedly recommend Joan and Shubh Sethi. I have used their tax services for many years and have recommended them to multiple family members. They are fastidious in their attention to detail, extremely knowledgeable, patient and provide excellent service. I often say how lucky we are to have met them! They take a necessary task and make it doable and I dare say enjoyable due to their friendly nature and how they treat you like family! Shubh and Joan are a rare find!“

– Amy and Steve

“I have been happily a customer of Tax Swamis for seven years, and I have all the confidence in them. They have professionally done my income taxes throughout many phases of my life. One year, I went through an audit, and Tax Swamis guided me through that audit. It was an immense relief having the relationship with Tax Swamis when I was audited! Without any hesitation, I wholeheartedly recommend Tax Swamis if you are going through any IRS issues and for your annual income tax filings.“

– Andis V.

“Shubh and Joan have been fantastic! My wife and I first went to them about six years ago. After our former accountant left the business, we struggled to find someone who could handle both our corporate and personal accounting needs.

At the time, We had multiple businesses and complicated personal taxes. Some of the business tax responsibilities had fallen in arrears and required the expertise of the Tax Swamis to navigate through the IRS’s convoluted paper trail to clean up our situation.

As a result of the hard work of Shubh and Joan, we emerged from our obligations free of any further tax burdens and have remained clear from any further IRS concerns.

Shubh and Joan are super personal, easy to deal with and I’d like to say we’ve developed a lasting friendship as a result.

We referred several other clients to the Tax Swamis and would highly recommend them to anyone in need for their professional help!“

– Chip and Kara M

“I have been working with Tax Swamis for over 10 years. They have consistently provided excellent service for both my personal and rental property taxes. The customer service and follow up are excellent and they give a clear and professional explanations of each step in the filing process. I would highly recommend them for any tax related needs.“

– Brian W.

“I have been working with Tax Swamis for almost 8 years now and I would highly recommend them to anyone looking for tax and financial advice. Both Joan and Shubh are highly professional and have a deep understanding of taxation . They both know their field very well. Over the last 8 years I have always looked up to them when it comes to filing taxes or any financial advice. Mr Sethi in particular is very meticulous about paper work and details. They are always a phone call away when needed. I would highly recommend their services.“

– Rohn

“I have been working with Shubh and Joan Sethi, now Tax Swamis, since 2012. They have been a pleaseure to work with, consistantly prompt, knowledgeable and full of humor and warmth – the latter not being qualities one would expect from a tax service! As a certified financial planner I have found them to be an invaluable source of advice for both my clients and myself. I heartily recommend Tax Swamis to all who need help with tax preperation and any issues with the IRS.“

– David S.

“We started working with Joan and Shubh in 2019 after having been left with mistakes by our prior accountant. Our taxes are not always straight forward. As soon as I met with Shubh for the first time, I knew we were in good hands. I myself am a very organized and detail oriented person, so correctness and punctuality is very high on my list. Shubh and Joan know the in and outs of every tax detail and not only do a great job at preparing returns but also educate their clients during the process. They are enrolled IRS agents and are always up to date on every detail of the tax code. Whether it be federal returns, state returns or international taxation issues, you will be in the most capable hands. In the past I had to always remind our preparer to file for extensions, make quarterly estimated payments, file disclosure forms etc. Now, Shubh and Joan call me up and usually have already prepared everything needed. They ask all the relevant questions regarding any changes which might have happened during the tax year and immediately adjust calculations.

Also, Tax Swamis has an impeccable portal through which all documents can be uploaded, downloaded and are at your disposal at any point. What you will get is:

• Honest, detail oriented, punctual, readily available people,
• A complete sense of security of having all returns done correctly, -A great portal
• A company that stands completely behind their work and works with the IRS on your behalf if needed

I have not written any testimonials or reviews anywhere up to now, but felt compelled to do so for Tax Swamis! A big thank you to Joan and Shubh for turning tax season into an enjoyable time, And I mean it!“

– Albert B.

“My wife Karen and I have been using Tax Swamis LLC for many years now. We started using their services when my small construction company was just getting off the ground and we needed expert tax help and advice. Shubh and Joan have been so helpful and knowledgeable with all our tax needs and have always gone above and beyond for us. Also very personable, friendly and hands on throughout. Highly, highly recommend!“

– Jeff B.

“I have been working with the wonderful husband and wife duo, Shubh & Joan Sethi since 2012 – for a full decade!! – and they have truly made me feel like a part of their family from Day #1. Their grace, kindness and utmost dedication to their clients shines through everything they do – and their service has always been impeccable, with every detail of my tax return handled with the utmost care & professionalism! I feel so very fortunate to be their client.“

– Ana F.