JP Financial & Tax Services

We work with you through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and so we can make sense of your receipts, bills and notices. We work with you to answer the setup questions that come with a new venture or a change in employment status. We help you determine what forms need to be filed so the IRS has correct information about your status, or to make sure you've formed your new venture under the right type of legal entity. We work with you regarding the tax implications of your investments in stocks and bonds to make sure you're holding them in the most tax advantageous accounts, and that you've made the best elections for how gains an