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Fair Winds Tax and Financial, LLC profile image
F

Fair Winds Tax and Financial, LLC

‘20 Certificate of Excellence

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. He always make sure his Loyal Clients get all of the deductions rightly available, saving more money and helping them to grow, as individuals and as small business owners. He is detailed, analytically-oriented, and focused on a bigger picture that can lead to better financial result over the short, medium, and long term. He can do this since he is continually educating himself, with over 100 continuing education credits each and every year in fields such as current Tax law, accounting, and financial advising (and numerous learning opportunities nationally and at the states level). We serve: Individuals (Federal, State, City/County/School district, as applicable for you) US Non-residents Form 1041 Tax returns Business Tax returns Including real estate uses and transfers, stocks and their options Tax consulting Accounting & Payroll Financial planning, whether insurance, estate, investment, and retirement planning

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a professional

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.

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Reviews

4.83/5.00

based on 547 reviews

The average rating for Bark Tax Accountants in Columbus is 4.83, based on 547 reviews.

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