New Leaf Tax Reviews 

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

Josh was so very helpful with our taxes! Super friendly and very knowledgeable! Will definitely be using him again next year!

Great to work with, good communication, punctual and very professional. Helped me get more than I was expecting and was very helpful through the entire process. 10/10

Great experience with New Leaf Tax. Fast, friendly and effective. Made the whole process easier to manage.

I cannot express enough gratitude for the exceptional service and expertise provided by Josh Taylor, EA, and owner of New Leaf Tax LLC. Josh is is a caring financial wizard who has worked miracles for my family and me. From the first moment we engaged his services, Josh's care, professionalism, and diverse expertise were evident. He navigated us through complex situations with ease, demonstrating an unparalleled level of knowledge and commitment to ensuring the best possible outcomes for his clients.
Having worked with various professionals over the years, I can confidently say that Josh Taylor is the absolute best in the business. His diverse expertise and experience shine through every interaction, and he goes above and beyond to ensure that his clients are not just satisfied but truly thriving financially. Josh's loyalty and unwavering support have been instrumental in helping my family rise from extreme financial challenges. If you're in need of a tax expert who not only knows the ins and outs of the tax code but also genuinely cares about your financial well-being, look no further than Josh Taylor. Thank you, Josh, for your outstanding service and for being a true partner, friend and confidant in our financial success!

Josh Taylor has been a wonderful tax consultant for me for a number of years. I have had some complex matters and disagreements with the IRS. Through it all, Josh has always been professional, thorough, timely, and an excellent communicator. I have worked with a number of tax professionals, but he is the best, and will continue to earn my respect and my business.

If you are unsure about using New Leaf Tax please rest assured you are in good hands! TRUST me on this. I found myself in a very sticky situation. The IRS had drained all my accounts including my daughters that I was tied to. We were stuck in mammoth and had to use our credit cards to eat and get gas to get home. Once I got home I realized the IRS has assigned me to the meanest, rude agent you could ever come across. I called New Leaf and was very skeptical about using their service. I waited and stressed about this for about 6 weeks while the agent harassed me and wanted a 4K monthly payment. She would not budge! I lost sleep, I cried, I prayed and honestly thought I would never get out of this situation. I then realized I needed help. Professional help. I was assigned to Joshua Taylor. He was very comforting and honest about what he may be able to do for me. I had no option but to trust him and it was easy to do because he is very comforting and understood what I was going through. Within 48 hours my money was returned to me and he was the only one dealing with the horrible mean agent. THANK GOD. He then got my payments below half of what they wanted. Since then he has been more than willing to take my calls and answer any questions I may have. This is your guy! I promise you wont be disappointed.

Josh is highly effective at getting results. Josh and his team are very knowledgeable, have an amazing work ethic and most importantly, get results. I would highly recommend him to friends and family.

I had a great experience working with Josh. He was professional, knowledgeable, and dedicated to resolving my tax issues. Throughout the process, he kept me informed and answered all of my questions while achieving a very favorable outcome. I would highly recommend Josh to anyone in need of tax services. Thank you for all of your help!