JW Financial Services

JW Financial Services

5.0 (18)
10 employees
8 years in business

About this pro

We provide a wide range of services for our clients such as bookkeeping, tax preparation for businesses and individuals, and notary services. Our bookkeeping and tax preparation services are available on a one time or on-going basis, depending on our clients' needs. We believe accurate and on time bookkeeping helps ensure you have the information you need, when you need it. We also provided resources to help our customers gain insight to their financial health that will improve their financial IQ, habits and kindest, which are proven metrics that lead to long term improvements in consumer financial health. 

Over the past 7 years of being in business we have enjoyed building trusting relationships with our clients. Majority of our clients have been with the company since we have been in business which means they trust what we do. We pride ourselves on educating clients on the tax laws and keeping them up to date with what is expected of them prior to filing their taxes. Many of our clients have used the information shared with them over the years and have since started their own businesses. It is very rewarding to see the growth and progress fof JW Financial as well as our clients.

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Credentials

Plano, TX 75024
Email verified
Phone verified

18 Reviews

5.0

  • LAQUANA G.

    THEY ARE VERY PROFESSIONAL AND GETS THE JOB DONE FAST AND BELIEVE IN MAKING SURE THEY HELP A PERSON IN ANY WAY POSSIBLE THEY MIGHT NEED HELP IN. ALSO, I WILL RECOMMEND ANYONE TO THIS COMPANY, AS A FIRST TIME BUSINESS OWNER I WAS VERY HAPPY AND PLEASED WITH THE JOB JESSICA HAS DONE WITH HELPING GETTING MY BUSINESS AND NAME OFF THE GROUND SHE IS A GREAT BUSINESS AND PROFESSIONAL WOMAN AND JESSICA I PERSONALLY THANK YOU FOR ALL YOU DONE FOR ME AND YOUR TEAM, A GREAT JOB WELL DONE AND IM VERY VERY GRATEFUL THANKFUL!!!!

  • Alaissa

    Real straight forward with their customers. And very interested in working with their clients.

  • Suzkari K.

    Everything was great customer service was perfect

  • Elizabeth T.

    I have worked with Jessica and her team for the past 6 years. When I came I was in debt with the IRS and had been for many of years. After speaking with Jessica and telling her about my side "hustle" she advised me to turn my hobby into a business. I am now out of debt and get back money every year as well as operating my small business. She is my bookkeeper, she does my taxes, and helped me with my credit LOL My one stop, JW Financial Services! I love them!


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FAQs


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

We offer free consultation services so that we can better understand the needs of our clients. We ask for previous year's tax return so that we can review the information that was submitted to make sure we are working for the best interest of our clients.


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

We are a team of certified tax professionals with over 7 years of experience. We specialize in bookkeeping for businesses, so reconciliation is a part of our process when handling our clients' taxes. Every dollar counts and we make sure the guidelines with the IRS are met.


Do you have a standard pricing system for your services? If so, please share the details here.

We provide free consultations 


Services offered