About Us

Jo’s Tax Service was founded in 1992. Founder and CEO, Jo Ann Sims has over 35 years of Tax Preparation and Bookkeeping experience. We strive to provide excellent personal customer service that is tailored to the individual or business. Our customers are not just another number.

A Brief History of Jo’s Tax Service

In 1986 Jo Ann took an extensive tax class with a major tax firm that covered everything from dependents to depreciation to self-employed businesses and much more. At the completion of the course, Jo Ann worked for this major tax firm as a tax preparer and checker from 1987 until 1991. In 1992 Jo Ann opened her own tax and bookkeeping office in Culpeper so she could provide more services and on a more personal level. We’ve also come to offer several other services, which you can see in our services section, all to ensure we can continue to provide the best service to our clients as they grow. Jo Ann attends training each year on tax updates and changes to ensure that we are aware of all the deductions our clients may be entitled to on their tax returns.

Jo’s Tax Service Philosophy

Our present success is based on a single underlying philosophy; excellence in all that we do. In the competitive service industry, it is not enough to be good at what you do. To succeed and excel, we must be leaders. We become the leader in the industry by setting a standard of excellence. Other firms must meet our challenge of excellence. In the end, it is the customers who benefit.