Back to Directory
Island Tax Advisory Group LLC

Island Tax Advisory Group LLC

Reviews Summary

The consensus is overwhelmingly positive, with reviewers consistently praising the accountant's expertise, professionalism, and dedication. Clients highlight his deep tax knowledge, clear explanations, and ability to simplify complex issues. Many appreciate his patience, responsiveness, and personalized advice, often noting significant savings. His genuine care for clients and stress-free approach are frequently mentioned, with several long-term clients emphasizing trust and reliability. The team is also commended for efficiency and friendliness. Multiple reviewers travel long distances or switch from DIY to his services, underscoring his exceptional value. Overall, he’s described as a top-tier, trustworthy professional who delivers outstanding results.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

24201 Meridian Rd #4

Grosse Ile Township, Michigan 48138

Visit Website Call Now Get Directions

Hours

Monday 9AM-3PM
Tuesday 9AM-3PM
Wednesday 9AM-3PM
Thursday 9AM-3PM
Friday 9AM-3PM
Saturday Closed
Sunday Closed

Customer Reviews

Thorough, professional, and patient. I work with Joe and he is excellent. He takes his time and is very knowledgeable- the business has grown since I've started with him and I'm thrilled! He has a great team and will be around for years to come.

Super impressed with our initial meeting with Joe today. Love his energy and passion for his profession. Gave us some great advice and suggestions for future years. So happy to have found him and look forward to having him as our accountant.

I reached out with a urgent need for an amended return. Becca listened to what i need and came up with an option to assist me. I was not available when she called back. So she very kindly called back 2 more times to make sure I was taken care of.

Joe has been doing our taxes for twenty years. He is very knowledgeable, and takes the stress out of any tax issue we may have. Well worth the one hour drive to his office.

Joe is great! Was able to knock out my taxes in under 30 minutes. Very fast and efficient. Gave great advice for the future. Highly recommend!

Joe at Island Tax is awesome. I had some very last minute questions about a tricky tax return and Joe returned my call promptly and spent time on a busy Friday fielding questions and sanity checking some of my approaches. As a new Grosse Ile resident I will 100% be hiring Joe to do next year's 2021 taxes. If you're looking for someone who will give you awesome service and help you understand the what, why, and how of your taxes, talk to Joe ? you will not be disappointed!

Top notch professionals here. I honestly couldn't be more happy with Joe's services and thorough approach with me and my business affairs over the last several years, truly appreciated. And his assistant Julie is beyond helpful, has great personality and is quick to assist when it's needed. Despite moving out of state to Ohio, it is still very worth the trip to come see him when I need to. When a business is ran with care and professionalism like this, it isn't something I ever want to leave. Without hesita

Joe is is extremely knowledgeable in his profession. He ensures that his clients are informed throughout the entire tax process which is extremely helpful when planning for future tax years and considering investment opportunities. I highly recommend Joe to assist with tax advisory.

Wonderful first experience with Joe!!! Would highly recommend! Joe was amaazing to work with. He took time to answer all of our questions and gave us amazing advice on next year's return. All around great guy who is extremely smart, but also grounded. He's the type of guy that you trust to do your taxes, then go out for a beer with you afterwards. :)

Joe saved my sanity! I was audited by the IRS and Joe was my savior, he was so successful in dealing with my auditor and he worked diligently on my case. The outcome he produced was beyond anything I could have hoped for. He is honest, hardworking and kept me updated throughout the entire process. I would highly recommend his services.

What a great experience from Island Tax Advisory Group. Joe is very knowledgeable and explains everything in good detail. He was kind and friendly and gave great advice! A+

Today was our 1st meeting with Joe and it went fantastic. He was able to clearly answer all of our questions and concerns. My wife and I have been doing our own taxes for 40 years but today changed all that. I wish we would have seen him sooner. Thanks, Joe

Joe is a wealth of knowledge. It always pays to have a good accountant and he is your guy. He always guides me in the right direction for my business and future wealth. Joe does my personal and business taxes. Always a pleasure to do business with Joe!

I can't say enough about the service and advice provided by Joe at Island Tax. My wife and I have meeting with Joe for the past four years and he has provided guidance and knowledge unmatched by previous tax firms that we have hired. This has been validated by the thousands of dollars of savings and assistance with short and long term planning. Island Tax treats us like family and gives full attention to the big picture and not just the rush of the tax deadline. Thanks again Joe for everything!

G.O.A.T. Joe is an advocate for his clients and takes the time to inform, educate and advise. Joe is always available to answer questions and really takes the time to explain the ever changing tax system. Smart, genuine and conscientious and I am so grateful we found him 5 years ago. Life is less stressful with Joe in your corner:).

Everything you could want from your accountant/CPA! My friend recommended Joe and I couldn't be happier. Very patient, hard working and honest. He has become a true business partner. I would highly recommend Island Tax Advisory to anyone for personal or business taxes. I'd give 10 stars if I could.

Joe is an amazing accountant!! He's handled all of my bookkeeping and tax issues for many years. He always impresses me with his knowledge of current tax laws. Today he taught me about HSA's which saved me a significant amount of money!!

I went in today for the 1st time and I was so impressed by Joe?s expertise and kindness. Very knowledgeable and takes his time to explain things and make sure you understand. If you need a GREAT tax advisor/preparer, THIS is your place! Thank you, Joe! See you next year, for SURE!

Joe has been my accountant for over 15 years. He is honest and fair. He really knows his field and is a true professional. Don?t hesitate to use him he is wonderful

Joe is the best. True professional. Great at explaining and advising on complex issues in an easy to understand way. My wife and I drive 40 miles passing 100?s of CPAs to get the quality work and advice Joe provides.

I'm using his tax return services in Grosse Ile Michigan from long time.Joe is an extremely honest, hard working man.Great service and fair pricing.Polite too!I appreciate his professionalism and skills.I highly recommend him!

We were more than pleased with the professionalism of the office and Joe. He is efficient and knowledgeable. We will be back again. Thanks you for your expertise.

Great experience at Island Tax. The owner of this business is fast, professional and extremely responsive. The front desk employee is great as well?. I would recommend this business to all my friends and family! You just don?t get service like this anymore. Outstanding Business!

Joe is wonderful! We wouldn?t go to anyone else, and my brother drives here from Columbus OH to have Joe do his taxes! 5 ??s PLUS!!!

If you are looking to enjoy having your taxes done, go see Joe at Island Tax Advisory on the island! It?s the only time I?ve ever been happy writing a check!??

Very knowledgeable and professional. Very quick and efficient when preparing my returns. I?ll definitely be a repeat customer.

Island Tax Advisory goes above and beyond. Joe and his staff are great. These are the people you stay with.

Joe is so compassionate and committed to doing the best job for his clients.

Joe was extremely helpful to Dave and me with taxes and with questions on other things.

Joe was very helpful, friendly and thorough. Highly recommended.

Joe is phenomenal, patient and knowledgeable. Highly recommend.

Professional service and advice from the best CPA in the business. Thanks Joe!

Best Tax guy around!!!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations