Fair Winds Tax and Financial, LLC
Dublin, OH
(5)
Dublin, OH
(5)
Joshua Giminez, CPA, EA, CFP®, dba Fair Winds Tax and Financial, LLC has been preparing and enhancing individual Tax returns and nonresident Tax returns, business Tax returns, analyzing small business accounts, Tax planning, and constructing & optimizing financial plans for over 15 years.
Show more
5 customer reviews
Matthew T
I hate dealing with m taxes and Joshua made everything simple and easy. I have gone other places for my taxes but this was by far the easiest, most affordable and pain free experience. Definitely has a repeat customer!
Daniel
Great experience working with Joshua! He was very responsive and we were happy to have chosen him.
Meit
Very happy with the service and fast response time! Would definitely recommend to others.
Roelof
I had been looking for an answer to my problem for quite some time. Joshua reached out and was able to provide a clear answer right away, without charge (short phone call). Will certainly be reaching out to Joshua for future projects! More...
Ketan M
Joshua was quick to respond and answered all my tax related questions patiently and quickly for my unique tax situation. He is very well versed with US and India tax laws and systems. More...
What kind of accounting services do you provide?
We offer accounting services, bookkeeping, consulting, tax planning, and payroll services. We also consult on which business entity is the best fit for your current situation.
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant will help you to see more clearly what is in your past that leads into the present and set the course for your future (for cash flow, profit and loss, and beyond). S/he will also able to suggest ways to save money (such as more Tax deductions) and increase the efficiency of your cash flow.
A great accountant must has at least both Tax and accounting skills (and financial planning if the future is important) to better serve a Client's best interests.
What do you love most about your job?
I am happiest understanding a person's unique situation, then devising the best strategies for her/him.
What inspired you to start your own business?
Working for various local and national accounting and financial firms for 10+ years, I found that I could help individuals and small businesses save more money from a combination of Tax returns preparation, proper accounting, and Tax and financial consulting. It is the desire to apply all that I have learned to assist more Clients toward achieving a better life.
Why should our clients choose you?
Professionalism:
I grew up in my father's Tax and Financial firm, when we used pencils and pens to write on Tax forms. Not only did I learn how to do Taxes, but also the aspect of professionalism that I should consider my Client 1st and try to help my Client's situation for the better.
A Diversity of Experiences -
I have a diversity of experiences, including Tax returns preparation, accounting, and financial planning through several organizations. I have been running my own Tax and Financial firm for over 10 years.
Continuing Education -
I take continuing education that officially amounts to over 100 credits each year for my CPA, EA, and CFP® credentials, and many more educational opportunities that do not offer credits, but do offer knowledge and understanding that I can apply to specific Clients.
Service Options:
Accounting, Tax Planning/Consulting, Retirement/Financial Planning: either one-time or on a Subscription (for those who expect to have many questions regarding personal and/business issues throughout the next 12 months), as the Client believes s/he needs.
Tax returns preparation: Typically one time a year
My fees are Fair in my Tax, accounting, and financial areas of assistance.
Availability:
I am available year-round so my Loyal Clients can contact me (by e-mail message, phone, video calling, text, etc.) as needed.
Can you provide your services online or remotely? If so, please add details.
We can service our Clients remotely using a very secure online portal for document sharing and either phone or video calling for discussions between us. We also support e-mail and texting as desired by the Client.
What changes have you made to keep your customers safe from Covid-19?
We have instituted pre-meeting sanitizing procedures for all in-person meetings, and strongly recommend the use of face masks to protect ourselves and others.
Accounting
Individual Tax Preparation
Business Tax Preparation
Bookkeeping
Payroll Services
Financial/Retirement planning
Tax Planning/Consulting
