Our Services

Bookkeeping

At J&B Tax Accountants, we understand the importance of accurate bookkeeping for the financial health of your business. Our team is dedicated to providing comprehensive bookkeeping services tailored to meet your specific needs. From organizing financial records to managing accounts, we ensure that your books are always in order, giving you peace of mind to focus on your business.

Tax Planning

Effective tax planning is essential for individuals and businesses to minimize tax liabilities and maximize savings. Our experienced tax professionals at J&B Tax Accountants are committed to developing personalized tax strategies that align with your financial goals. By staying updated with the latest tax laws and regulations, we help you navigate through complex tax matters and make informed decisions for a secure financial future.

Individual Consultation

At J&B Tax Accountants, we value personalized client interactions and understand that each individual's financial situation is unique. Our team offers individual consultation services to address your specific financial concerns and goals. Whether it's retirement planning, investment strategies, or estate planning, we are here to provide tailored guidance and support to help you make well-informed financial decisions.

Bank Reconciliation

Maintaining accurate and up-to-date bank reconciliations is crucial for businesses to monitor cash flow and detect any discrepancies. At J&B Tax Accountants, we offer professional bank reconciliation services to help you ensure that your financial records align with your bank statements. Our thorough approach and attention to detail provide you with a clear and accurate picture of your financial position.

Our Fulfillment Policy

J&B Tax Accountants completes returns on a first in/first out basis. We will do our best to complete your 2024 return by April 15th, and will notify clients, in advance, if an extension needs to be filed.
Clients are responsible for providing all required documents used to prepare their tax return including, but not limited to, income statements (W2s, 1099s), deductions, prior years returns, and any other relevant information. We cannot guarantee timely filing if there are delays in providing necessary documentation. In such instances, an extension will be filed on behalf of the client.
Services are considered fulfilled once the client’s tax return is filed with the IRS and/or state authorities.
We strive to ensure the highest level of accuracy in all filings. In the event of an error due to firm oversight, we will make corrections at no additional charge.
Should a refund be required, the client will be refunded in the same manner in which payment was originally made. Please note that credit/debit card refunds may take 5-10 business days to appear on the client’s account.