JLM Financial Services, LLC

JLM Financial Services, LLC

5.0 (12)
2 employees
11 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. 

Read more about this pro


Phoenix, AZ 85041
Email verified
Phone verified

12 Reviews


  • 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

Show all reviews

Photos & Videos


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