Master Tax JJF Services – Your Trusted Tax Advisor

Tax Preparation and Planning

Today’s tax laws are constantly changing, which makes it imperative that special care is taken with tax preparation and planning. By taking the time to thoroughly understand your financial needs, I can uncover the deductions and credits you are entitled to so you pay the lowest tax rate you are legally required to pay.

• Personal income tax returns
• Business income tax returns
• State and Federal payroll tax returns
• Sales tax returns

Financial Planning Services

Building and growing your personal wealth takes specialized attention and planning. By assessing your retirement needs, analyzing your sources of income, estimating the funds you will need for education and emergencies; I can provide you the one-on-one guidance and comprehensive financial plan that will help secure your financial future.

• Retirement Planning
• Saving for your child’s education
• Investment strategy and profit sharing plans
• Estate and Trust Planning

Audit Defense

Facing an IRS or state audit on your own can be a daunting task. The long and invasive process can cause a significant distraction to both individuals and small business with limited resources. I support all my clients by helping to manage the audit and offer support through the entire process from submitting additional documents from past years, income verification, and verification of filing status. When responding to an IRS or state inquiry, I will act on your behalf in full compliance of the law. This can substantially help reduce your time, stress and expenses related to an unexpected audit.

New Business Formation and Development

Small business owners enjoy full-service accounting solutions such as customized accounting, document management, and storage solutions for individualized needs. During the start-up stages the business structure that best fits your needs will be determined by evaluating tax advantages, legal exposure, ease of operation and portability. Your new corporation or LLC will be set up and incorporated with articles of organization through an outside attorney, and your application for your Federal Employer Identification Number will be submitted. Afterwards, we can develop a financial plan that not only sustains but grows your business for years to come.