Thank you for the Testimonials!
Joe Lutz has been my CPA and personal financial planner for twenty years. He is so trusted and respected that I now have my sons using his services. Joe is more that a number cruncher that just gets the job done. He takes the time to get to know his clients tax issues and risk tolerance before he provides advice and counsel. I can highly recommend his service to anyone that wants more than the simple filling out of governmental tax forms. Joe Lutz is the concerned adviser that we all are looking for in this complicated time of tax laws and financial issues.
Not only did he do an excellent job in a timely manner, his personal style and friendliness coupled with his professional style, give me a great deal of confidence that I have selected the right person to provide this valuable service to me.I would recommend Mr. Lutz to anyone seeking an efficient thorough accountant.
Joe Lutz is focused on how I can fully understand and maximize the complex tax code. As a busy businessman with multiple LLC's and Corporations, It is important for me to have a versatile CPA that can understand how my businesses interrelate. It is a joy working with Joe. Warm regards,
I met Joe a couple of years ago when I needed help with the complexities of preparing an estate return. Joe was very friendly and understanding of the challenges I was facing. His knowledge, patience, and ability to explain complex issues in a simple and easy to understand manner made doing business with him a pleasure.
I have just met Joe Lutz through a professional business group. He has been very generous in supplying all of us with informational bulletins each week. I have found his tips very helpful and hope to work with him in the future!