New Leaf Tax Reviews 29

I had an excellent experience with New Leaf Tax this year. Josh was always quick to respond and explained everything clearly. It was a year with a lot of moving parts and new ventures for me, and his attention to detail made the whole process feel smooth and organized.

He’s incredibly knowledgeable and very easy to work with, which made the entire process feel straightforward. I felt supported from start to finish and would absolutely work with him again and recommend him to others.

WOW! Joshua is the best. Not just at doing your taxes but also tax planning for the future. Fast, efficient, and knowledgeable. Thank You Joshua

Joshua always responded back to me promptly, answered any questions I had and was great to work with. He finished my return in record time and got my returns filed without any problems. My experience with another firm last year was the complete opposite. They never seemed to consider I was worth their time and actually had to revise my return due to their error.

Joshua's knowledge was priceless and he was extremely helpful. Very professional and kind. He could have taken me for a lot of money, but ended up helping me in a way that was nearly free of charge, while offering to continue to assist me going forward. I definitely will use New Leaf Tax for any and all future IRS needs.

Josh is extremely helpful and responsive throughout the whole process. Always keeps me up to date on what's going on and got it settled for pennies on the dollar! So glad that I was recommended to have him help me. Thank you so much Josh!!

Joshua was wonderful to work with on filing individual taxes. He answered all my questions and explained taxes to me very well. I appreciated his work and communication skills.

I'm so pleased to find a tax consulting firm that really has your best interest in mind. Josh at New Leaf is the best tax consultant I have found. He is a true professional. I'm lucky I found him.

Working with Josh and New Leaf took the stress out of tax season….with their calm and competent professionalism, I’ve never felt in better hands this time of year!

Josh cares about his clients and their particular situations. He’s professional beyond what that means in today’s standards! You’re not just a number. If you don’t understand and throw an analogy or question back, he will find that common ground so you’re on the same page. Communication is not easy, except he has that touch to make sure you understand. I’m very fortunate to call him first after years of wrong businesses and tax peoples that just do whatever their job is….

Legit
Class act
Old school professional especially as an extremely knowledgeable young man.
Josh also has a handle on cryptocurrency which is obviously a growing gray area that he can make sense of.

Glad to find somebody who has taken an extreme weight off my shoulders. I’ve never felt like I was in better hands. That goes from most businesses I deal with in 2024, almost 25’.

Joshua Taylor from New Leaf Tax helped me resolve my tax glitches! Tax messes are not fun, and Joshua was able to help ease my anxiety. After meeting up with Joshua I knew I had found the right person.
Thank you Joshua for resolving my tax issues!

It was late at night when I received notifications from my bank that my account balance was $0. I logged in to check and saw that all my accounts were zeroed out and frozen. I nearly had a heart attack when I realized I had lost all my money, and the only information I had was from the IRS. I was completely lost and had no idea what was going on.

I went to the bank first thing in the morning, having been up all night, and they informed me that the IRS had frozen my accounts. I was desperate and didn’t know what to do. I started looking for lawyers and services to help until I spoke with Joshua, who immediately told me to calm down and assured me that everything would be okay. He said, "I will move mountains for you," and he DID!

Joshua settled a debt that I wasn’t even aware of because my CPA had lied to me, telling me he was filing my taxes when he wasn’t. I ended up with a $5 million debt that Joshua was able to settle for me, and now I’m on a manageable payment plan. 🙏🙏

Please, please, I highly recommend using his services. He won’t lie to you, and he won’t take advantage of you. He became the savior of my practice! Joshua is incredibly honest and professional. He won’t scare you into getting his services; he will simply tell you what you need and how he’s going to fix it. I’ve been working with him since 2019, and he’s been taking care of my practice and providing accounting services. He is very kind and professional.

I recently worked with New Leaf Tax regarding tax liens, and I am incredibly impressed with their expertise and professionalism. From the start, they provided clear and concise information, making a complex process much easier to understand. The team was attentive to my needs, offering personalized advice that helped me navigate the intricacies of tax liens confidently.

Their attention to detail and prompt communication made the entire experience smooth and stress-free. I appreciate how they went above and beyond to ensure I was well-informed and comfortable with every step. If you're dealing with tax liens and need knowledgeable and reliable support, I highly recommend New Leaf Tax.

Josh was able to help me with a tax question and letter to support my home loan quickly. I plan to use him for my taxes due to his response time and knowledge in his field.

Working with Joshua was very comforting - I was very anxious, thinking of all the bad things that could happen, and he was great, he took care of business. He communicated with me regularly, we had great conversations and I felt like this is the guy we want in our corner!

I had a consultation with Josh to discuss our current financial situation. His communication to ensure the date and timing of the consultation was prompt and professional. He clearly defined what his title was, and where his financial expertise lies. He was patient and listened to our needs. He ended up referring us to a colleague who was better suited to address our needs. He went out of his way to personally introduce us and contextualize our needs.

Working with Josh Taylor was an easy, non-intimidating positive experience for what can be an anxious experience at best.
We had back taxes to file and no idea where or how to start, but we knew it was over our heads. We are middle-aged, hourly/non-mngt workers who have lived and worked in the Summit/Park co. area for 25 yrs and believe in local business. We had been burned in the past by what I call "drive thru tax preparation"
Josh was thorough, efficient and most confident about his ability in his job to help us get the best results And that he did! We will be returning to him for 2024 taxes.

Josh made it all easy by meeting me at my favorite coffee shop in my schedule. I received my refunds within a week. I'll be seeing him next year. Thanks again Josh.

Josh was tremendously helpful! He was great with communication and organization through the whole process. He helped me recoup tax losses that I didn't know I had and was worth every penny! We'll definitely be using New Leaf again next year.

I wholeheartedly recommend Josh Taylor for his exceptional efforts in resolving a challenging issue with the Internal Revenue Service (IRS). As a client I closely observed Josh’s work, his dedication, critical thinking skills, and unwavering commitment to achieving positive results.

Josh was tasked with addressing a complex tax matter that materialized unexpectedly when I received a letter threatening wage garnishment and property seizure. The case involved tax issues that went back several years, intricate regulations, and significant financial implications.

Josh meticulously reviewed the case files, to understand the root cause of the issue and identified inconsistencies that resulted in the letter I received from the IRS. He engaged with various IRS departments, and when faced with roadblocks, did not hesitate to think creatively. Josh’s persistence was commendable. He tirelessly pursued a resolution to my problem and his commitment to the task inspired confidence.

The issue was resolved within a significantly shorter time than anticipated. I received accurate guidance, and the financial burden outlined in the letter from the IRS was virtually eliminated.

Josh Taylor’s dedication, expertise, and professionalism make him an invaluable asset to anyone dealing with IRS-related issues. His ability to navigate complex challenges while maintaining a cheerful outlook sets him apart. I wholeheartedly recommend Josh for any role that demands strategic thinking, problem-solving, and effective communication.

Please feel free to contact me if you require further information or additional insights regarding Josh’s contributions. Josh can provide my contact information upon request.

Winston