We have over 20 years of experience
info@jbtaxsvcs.com
Tax laws and their interpretations are best left to the experts, even among accountants. Keeping abreast of ever-changing tax laws and trends enables us to anticipate tax savings opportunities. You need to be confident that this expertise is firmly established in your accounting firm and that your tax needs are always at the forefront.
At JB Tax & Accounting, a specialized group is devoted solely to tax issues and their implications for our clients on federal, state and local levels. Each JB Tax & Accounting client is assigned a dedicated tax team that fully comprehends their business or individual needs. A JB Tax & Accounting client is comfortable knowing that their tax team is well versed in the unique needs and objectives of their organization to ensure that business and personal goals are effectively met.
Personal attention and frequent communication characterize the proactive JB Tax & Accounting approach to tax planning. We advise and guide you through the complexity of tax law as it impacts you and your business, explaining it in everyday terms. Our tax advisors routinely monitor impending changes in tax law and its potential impact. This information is used in consultation with our accounting group and our clients to provide essential recommendations for tax strategies at the corporate and individual levels. The result is a plan that is understandable and easily executed.
Planning and oversight form the backbone of effective business tax services. The JB Tax & Accounting approach begins with rigorous tax planning, evaluation of optimum strategies and then continual monitoring of the plan. This same approach is followed for personal tax services, with particular attention paid to individual objectives while also considering business, estate and succession issues.
When the time comes to evaluate effective estate planning, we work in concert with you and other professional advisors to develop a wealth management plan that fulfills your goals within your lifetime or for future generations. We also offer counsel on available strategies for business continuity or guidance in preparation for the transfer of your assets to the next generation. As a trusted business advisor, we develop an intimate understanding of our client’s needs and can offer specialized services that enable you to fully evaluate and understand how to minimize tax obligations. By simplifying the complex, we lay the foundation for execution of a plan that considers all aspects of the tax law.
JB Tax & Accounting works with you side-by-side to determine the proper level of service you need based on the unique circumstances of your organization. Whether it’s a review, compilation, or forecast, the service you require will depend upon many factors. JB Tax & Accounting will clearly guide you through the myriad of considerations in making this decision. There are typical levels of accounting services, and then there are JB Tax & Accounting services: A review is often acceptable for lenders, investors and management and serves as a cost-effective means of obtaining a reliable snapshot of company performance. A JB Tax & Accounting review will include a deeper investigation of the numbers, by applying benchmarking techniques or additional procedures to offer greater feedback on performance.
By outsourcing the accounting functions of your real estate or financial services organization to an expert external service provider, your organization can allocate resources to grow your core business. We pride ourselves on our ability to tailor our services to our client’s needs. Either on an as-needed basis or as a total outsourced solution, JB Tax & Accounting, professionals become an integral part of your company by supplying the necessary expertise and value-added services to manage your finance and accounting function in an efficient and effective manner. We can supplement or supply a complete line of outsourced accounting services as follows:
Opening your own business is exciting and thrilling. It’s everything that comes after the excitement has worn off that dictates whether a small business will make it or not.
A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners encounter when starting their new venture. Furthermore, our incorporation and LLC formation services cost substantially less than what most local attorney’s charge.