Testimonials

I had the privilege of working side by side with Jo-Ann for the 2018 filing season. When you engage Jo-Ann’s services, you are getting far more than the standard work product that so many others provide. She treats every case as if it is the only case she is working on. Jo-Ann ensures that all work she performs is at the highest standard possible and is properly documented in an organized fashion. If there was to be any inquiry about the work or decisions that were made, the information is easily and readily available to answer questions. Jo-Ann is also extremely dedicated and detail-oriented. She is very knowledgeable, takes pride in her work and has the highest ethical standards. I very much enjoy my time working with Jo-Ann.

– Erin Mandato – August 10, 2018

I have known Jo-Ann Weiner in a professional capacity for over five years and as her assistant for over two years. Jo-Ann does a fantastic job working with the general public in her capacity as an Enrolled Agent. She is able to connect with her clients and relate to them on a personal level the manner in which she will proceed with their matter. Utilizing her
30 years of experience and expertise Jo-Ann is able to resolve the issues that the average consumer cannot resolve on their own. Her dedication to her clients is outstanding and anyone in the unfortunate position of needing her services due to financial issues with the IRS will be in the best financial position possible when she has remedied their account.

– Jane – February 7, 2017

I want to thank you for your time and knowledge in providing me feedback with the tax audit that I’m working on.  I really appreciate it to the full extent.  From your suggestions, I was able to persuade the auditor on accepting a lower balance.

– LB – October 11, 2016

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