"Have you ever gone to one of the big name tax preparers and felt inadequate, anxious, pushed out the door? I have and last year’s taxes put it all into perspective for me. I started following Dave Ramsey and his team almost a year ago. Once tax season was riding around the corner I knew I did not want to work with the “others” but with someone who could educate me. Someone who had the same values and communication style I needed, so that I would not be floundering or miss out on important information. Josh, with his wonderful Rise Tax Group, was the ELP that popped up when I used the Ramsey Solutions website to find myself an above average tax guru. From the get go, he was kind and understanding. We had an initial (as I’d like to call it) “get to know you” meeting, went over any questions or concerns I had, the out of pocket cost to enjoy the businesses services, along with a quick rundown of what he would need from me. When it comes to taxes, or anything I do not understand, I like to be educated. Knowledge is power and is something I can do until the end of time. Josh gives this in spades and is always reachable. I would very much like to thank him, his business, and Dave Ramsey for such a beautiful and non-anxious experience. He’s my tax guy! 🙂"
– Artemis.
"Working with Joshua on our taxes made filing so easy and he was so helpful with any additional questions we had. Definitely will keep working with him in the future!"
– Megan N.
"Josh has been an invaluable resource for me and my family. He takes the time to explain complex financial matters in a way that’s clear and easy to understand, helping me feel confident in the decisions I make for both my personal finances and businesses. As life gets more complicated, his relatable and approachable manner always puts me at ease when discussing sensitive financial topics. I’m grateful for his knowledge, kindness, and patience – they truly make a difference. Thank you, Josh!"
– Keesha C.
"I have had a wonderful experience with Josh and Rise Tax Group. They are professional, prompt, and responsive to any questions. Josh’s customer service is superior to most others in the field. He takes care of you and provides excellent advice and strategies to navigate the ever-changing tax world."
– Johnny K.