Get an reliable answer. Reach out to us.
Applying the latest methods in financial planning and tax preparation for our individual, family and corporate clients.
Our main goal is to ensure financial efficacy, growth, and proper future financial management.
CFO services to oversee financial planning, maintain and report on financial activities and manage the financial risk of your business.
Bookkeeping, auditing and reporting services that ensure that your trust account remains compliant with all laws and regulations.
Thank you for contacting us.
We will get back to you as soon as possible.
Before working with Jeff, I felt that I had limited options for my future. Now, with his support, I am worry free of my taxes.
We have been working with Jeff and his team for the last year regarding our taxes and have found him to be very knowledgeable, professional, and extremely helpful. He took the time to understand our situation and designed a plan to maximize our tax savings for our personal and rental income. He was very thorough in his research and document collection process to ensure we had every item accounted for and that we were following through on all the IRS requirements and forms. He really made our tax planning efforts considerably easier.
I'm so glad we found Jeff Tax! Jeff is excellent and is always there when we have questions. He did our taxes for this past year and he is now our company accountant! 100% recommended!!