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We do not offer in-person appointments. However, if you would like specific dedicated time to discuss your situation, please feel free to book a virtual appointment.

We understand that keeping in touch with our clients is an integral part of our service. The best method to communicate with us is through our client portal or email. Our clients can access the client portal on our website. Once logged in, clients can access their personal financial information and message their advisor. Clients can also reach out to us via text message, and we will respond as soon as possible during our normal business hours.

Absolutely! At JBH Financial Services, we offer tax review services where we can quickly examine your tax return to ensure accuracy and identify any areas where you may have missed potential deductions or credits. Our team of experienced tax professionals will review your return and provide feedback on any potential errors or inaccuracies that may have been overlooked. Additionally, if we identify any issues, we'll work with you to make any necessary corrections or amendments to ensure your return is filed correctly. Contact us today to learn more about our tax review services and get the peace of mind you deserve!

Yes, if you are looking for an estimate of your tax refund or liability, JBH Financial Services offers a convenient tax refund estimator calculator on our website. This can provide you with a rough idea of what to expect when it comes to your taxes. However, please note that we do not provide in-depth tax estimates as an accurate estimate takes as much time as a full tax return, and we don't want to take away from actual tax filings. If you require a more detailed estimate, we suggest purchasing our Tax Return Preparation service, where our experienced professionals can provide a more thorough analysis of your tax situation. At JBH Financial Services, we strive to provide our clients with exceptional service and solutions tailored to their specific needs.

Of course! All tax clients are eligible to receive a hotel accommodation voucher with your tax filing. You only have to pay taxes & fees. Each client is also entered into a cash drawing to be held at the end of the season, as well as any small appreciation drawings we hold throughout the season.

Our pricing model is form-based. This is to maintain transparent pricing and fee continuity. Please review our fee schedule listed.

At JBH Financial Services, we have implemented a 2 business day guarantee for the intake sheet review process. This means that within two business days of submitting your intake sheet, you will receive either your return for review or an email with requested clarifications. We understand the importance of timely service and want to ensure that our clients receive their reviewed returns as quickly and efficiently as possible.

Yes! We greatly appreciate all of our clients referrals. As a token of our appreciation we pay cash incentives for each new client once their return is funded. Make sure your referral inputs your name on their intake sheet as the referrer to get credit.

If you are needing your return completed before stated turnaround time, then you may opt in to expedited service. Expedited service means that your return will be processed within 24 hours or receiving ALL required documents and clarifications.