JLM Financial Services, LLC

JLM Financial Services, LLC

5.0 (12)
2 employees
10 years in business

About this pro

I take the time to get to know my client, their prior years, and their future years, in order to better assess how to be of service to them. 

I enjoy helping individuals create and grow their businesses as well as helping with understanding their financial portfolios. 

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Credentials

Phoenix, AZ 85041
Email verified
Phone verified

12 Reviews

5.0

  • Timothy N.

    Super professional and helpful! Love her energy. Will return..

  • Amanda w.

    Heartwarming wonderful person always on her a game always willing to go the extra mile

  • Jay K.

    Very Personable and knowledgable about what she's doing. I am really comfortable with her controlling My numbers, both personal and business.

  • Alda C.

    She listen to my needs and figure out the best solution


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FAQs


What is your typical process for working with a new customer?

First, I usually do a 15 minute consultation call to assess their needs. Second, we would determine the best course of action. If a contract is needed, then we proceed after a contract is signed. If no contract needed, the client sends over information. I put the client on a list according to the date they send over paperwork and their items get processed in the order received. If I have questions, I contact them according to the method they choose and email for my receipt of contact. Once completed, payment is due before I submit taxes. If it is bookkeeping, payment is due with receipt of bank statements before I start the work. 


What education and/or training do you have that relates to your work?

I have an Associates Degree in Accounting with a Concentration in Finance. I have more than 15 years experience working in accounting practices and over 8 as a business owner and tax preparer.


Services offered

Accountants Bookkeepers Business Tax Preparation Individual Tax Preparation Tax Preparation Services Tax Accountants