JLM Financial Services, LLC

JLM Financial Services, LLC

5.0Exceptional(14 reviews)
Offers online services
Offers online services

About

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.


Highlights

2 employees
11 years in business
Serves Phoenix , AZ
Offers online services

Social media


Photos and videos


  • Reviews

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    Timothy N.

    Super professional and helpful! Love her energy. Will return..
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    June 26, 2020

    Amanda w.

    Heartwarming wonderful person always on her a game always willing to go the extra mile
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    June 25, 2020

    Jay K.

    Very Personable and knowledgable about what shes doing. I am really comfortable with her controlling My numbers, both personal and business.
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    June 25, 2020

    Alda C.

    She listen to my needs and figure out the best solution
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    June 04, 2020

    Joseph M.

    They are very efficient and very professional. They go over everything with you to make sure you are getting the maximum amount that youre entitled to. Very trustworthy and knowledgeable as well.
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    June 01, 2020

    Nero-Hasan

    Everything
    ... Show more
    June 01, 2020

    Frequently asked questions

    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. 

    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

    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Accounting