Bridge Tax Advisors, LLC

Joel was highly effective at eliminating the penalties on our outstanding tax liabilities. He ended up reducing a nearly $100,000 liability, to under $30,000. Highly recommended tax professional.

Reaching out to Joel / BTA LLC was hands down the best decision my family and I made regarding our personal finances in the last several years. We faced an insane uphill battle with an error that hit our Tax Return - putting us in a position to owe (3)million dollars on our federal return. After months of trying to contact the IRS and work with them to get the issue amended/resolved, we finally got in touch with Joel's team to help navigate on our behalf - and for context, we are a double income household, in creative industries. This error was made in between us filing and the return processing, meaning we had no control over the timing for when it was amended, as it racked up insane fees/penalties as we were unable to meet a payment schedule even remotely close to what was being required. All it took was a quick conversation with Joel on my first call to his office for him to setup a profile, plan of action, and immediately begin working on our case. We started work on this (in the middle of both tax season and upheavals/layoffs within the IRS) in early February and by early March the issue was resolved, all penalties were wiped, and we were able to take a breath for the first time in over a year since the owed amount had been communicated to us by the IRS. Cannot thank Joel and his team enough for not only reassuring us through the entire process that they had it handled with frequent updates and clarification, but working so quickly to get the issue resolved so it wasn't weighing on us. Joel offered to work on our current taxes during this process, and that was an equally seamless process that was completed in record time with savings that we would have never garnered ourselves, filing taxes on our own. So grateful for the empathy and urgency that Joel showed us during this entire ordeal and would not hesitate to recommend him to others.

Joel provided outstanding service and support during our recent tax audit. His professionalism, expertise, and effective negotiation skills were truly impressive. He kept us informed throughout the process and successfully defended our tax positions, resulting in a 45% reduction in our tax bill!

Joel proved to be extremely valuable in facilitating discussions with the IRS regarding a payment plan. His accommodating and knowledgeable approach made working with him a fantastic experience. Joel offered valuable insights and strategic guidance that significantly reduced the stress associated with handling tax matters. He truly serves as a dedicated advocate on your behalf, and I wholeheartedly endorse his services.

Joel was very knowledgeable, very professional and highly recommend. Thank you.