JB Tax and Finance

Navigate Your Future

Phone: (425) 681-1715 | Contact JB Tax and Finance

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tax preparation services

JB Tax and Finance offers the best value for your Federal Income tax preparation and additional state returns. Strategic insight, document review and electronic filing are no cost items added to your consultation. All tax preparation services are guaranteed.

Need our services? Answer these Tax Planning questions

  1. Do you not want to think about the future or estate planning?
  2. Do you need a strategy for reduced taxes on income and inheritances?
  3. Do you find the subject confusing or overwhelming?
  4. Do you need to know tax advantages and disadvantages of withdrawals?
  5. Do you know how income taxes will affect your life's timeline?

If you answered yes to one or more, then make contact with me. I promise a timely, private and respectful conversation to discuss your needs. There is no cost to see if you and I are a good fit to help with your tax planning needs.

Advantages of doing business with us:

  1. Affordable - I have competitive pricing and group discounts (including military, police, and fire fighters)
  2. Year Round comprehensive tax advice and planning
  3. Ten years experience in the financial business
  4. Easy drop off and pick up service saves you time
  5. Long term focus with your goals in mind
  6. Guaranteed error free!

J.B. Tax and Finance ensures that your tax savings include all the possible deductions and you are getting the highest return allowed. I will gladly work with your other advisors to make sure your plan is on tract and you are receiving the maximum about of benefits allowed.

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Downloadable Files

  • Tax Preparation Checklist
  • Client Agreement and Fees
  • Track your IRS Refund
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JB Tax and Finance, LLC - Retirement Planner - Tax Preparations - Insurance Agent - (425) 681-1715

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