FINANCIAL CONCEPTS, INC.
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4 reviews
San Rafael Tax Accountant Joe Murphy, CFP, EA, MSFS, ATA, ATP, CTS, CFS
Joe Murphy is a tax preparer based in San Rafael, CA. Joe Murphy provides a full range of services, including Tax Preparation, Financial Services, Real Estate and Mortgage Brokerage Company. We focus on a wide variety of clients with the ability to meet virtually most anyone's needs.
Additional Information
Website
Go to page
Phone
(415) 492-2832
Service Lines
Tax Preparation
Tax Planning
FINANCIAL CONCEPTS, INC. Reviews
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4 reviews
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5.0
01/02/2024
I have spent the last 25 + years of my career working for some of the largest US and international banks within Private Wealth Management.
Over the last 17 years, when it comes to mortgage and tax preparation, my family only works with Joe!
Joe has saved my family so much money that he’s worth his weight and gold!
I have also referred several friends and family members to Joe only to be told that referring Joe was the best advice I’ve ever given!
Joe is brilliant, extremely knowledgeable in past and current financial events, makes himself available when you need him, and is an absolute pleasure to work with.
His tax preparation is stellar! He finds every possible deduction to save you money and clearly explains the tax laws. Your tax documents come beautifully packaged with easy to understand directions. Working with Joe will be one of the best decisions you have made in 2024 and beyond!
Matthew C.
San Rafael, CA
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5.0
04/01/2020
Have worked with Joe for many years and he always comes through, even during these dark and stressful times. Thank you Joe -- YOU ROCK!
Diana B.
San Rafael, CA
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5.0
02/01/2019
Joe is the man! I was referred to him by a work colleague. We lost everything in the 2017 Oct wildfires. He went above and beyond to make sure we maximized our tax return. Which has really helped our family out. Thanks for your help.
DAVID B.
SANTA ROSA, CA
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5.0
07/05/2017
Joe has been taking care of all my tax and information needs for 15+ years. He has placed me and my entire family is a very enviable position in our financial lives. I have an importation/Distributorship with sales of 15 Million/year. I trust him with everything we do.
Reno R.
San Rafael, CA
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