Offers online services
About
I take a wholistic look at a clients financial and tax situation in order to best help them reduce and eliminate taxes in retirement. My sole focus is on the reduction of taxes for retirees.
I love helping retirees reduce their income taxes, especially the taxation of their Social Security when their other tax professionals could not.
Specialties
Special tax situations
Stocks or bonds
Employment status
Customer is not self-employed
Filing status
Single, Married filing jointly, Head of household, Widow(er) with dependent child
Reviews
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Eunice F.
Ease of dealing with J & S, as well as Ryans knowledge with social security, & investments make it much easier to file our taxes for best impact on taxes.
May 21, 2020
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Mark L.
Ryan is extremely trustworthy which is my highest criteria for a financial advisor / Tax Service. He is also very knowledgeable regarding tax law and has saved me a lot of money by helping me plan for the future in a way that will minimize taxes. I highly recommend him for any financial needs and advice.
May 18, 2020
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Mark R.
They were complete and happy to explain any questions I had and explain options to legally minimize taxes were possible.
May 14, 2020
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Paul M.
We made the mistake of using H&R block to do our taxes. Never again!! They made numerous mistakes! Ryan Jensen contacted the IRS, helped us with the amendments, and we went from owing the IRS to getting a refund!! Ryans knowledge and patience are boundless. We highly recommend him for your taxes and financial planning.
April 25, 2020
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Janice E.
Very nice and helpful and I will continue to use this service thanks J.Edmonson
April 23, 2020
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Lisa H.
Ryan is so knowledgable about taxes and finances. He handles my taxes and investments and I have complete trust and confidence in his guidance. I would highly recommend his services to anyone looking for guidance.
April 22, 2020
Services offered
Individual Tax Preparation