Effective tax preparation and planning can help you to minimize your future tax liability.

We can help you manage your tax issues and understand your status. We understand the latest state and federal tax laws that may affect you. Contact tax@jbhfinancialservices.com with any tax questions you may have.

 

 

All clients (new and returning) are required to complete the client data sheet. You are able to save and return as needed. You will also have access to our new client portal where all documents will be stored for safekeeping.

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All tax preparation is virtual!!! Once your client intake sheet is completed, any requested clarifications will be communicated via email from our office.

 

If you desire to have a one-on-one virtual office session, feel free to schedule an appointment using our Book Online feature to set up a consultation.