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JW Financial Services

5.0 (18)

10 employees

8 years in business

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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.

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!!!!

2021-03-13
Alaissa

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

2021-02-12
Suzkari K.

Everything was great customer service was perfect

2021-01-06
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!

2020-08-26
Sheena W.

I was surprised by their transparency. When my return was completed, I received an email with a copy of my return and also it was cool to get a link to my customer portal. I can log in see all my information and even my tax return. I will definitely be doing business with Ms. Jessica!

2020-08-26
Shae

Very helpful nice process is always fast

2020-03-12
LaTiejara J.

I had my taxes prepared with them for the last few years. The customer service is amazing. They’re very detailed and acknowledge within the consultations. I’ve referred my friends and family. JDuBBLu is the best choice in Financial Services!!!

2020-03-12
Marinda A.

Prior to using JW Financial, I had no idea how much I was in the hole with the IRS. After following the advice of Ms. Wilkerson and tracking my small business income and expenses, I was able to get a return instead of owing them and I am out of debt with the IRS FINALLY!

2020-03-09
Shaimae

My experience with JDuBBLu has been such an incredible experience. All my questions and concerns were answered in a timely matter there’s truly nothing I can complain about. I will continue to do business with this company

2020-03-09
Khaillia w.

She gets the job done and she stays on top of her work

2020-03-09
Lisa

I've been with jDuBBLu Services over 5years,she help me clear IRS depths,also was very helpful/truthful /informative and assisted in resolving and understanding the process. (In person meetings)to include helping with business account. Definitely wouldn't choose/trust anyone else.

2020-03-09
Reagan W.

Communication skills are great! Quick responsive! She was nice! Answered all my questions that I didn’t understand. Gave me all the information I needed to know about my refund! It was an success working with her! I definitely recommend others to go to her, to receive great service!

2020-03-09
Tiffany

She’s quick, she answers all questions in a timely manner, she’s honest, and she makes sure to explain everything thoroughly

2020-03-09
Lakeysha M.

jessica is simply amazing.I’ve filed with her last year and this year and she has not disappointed me!! I found the best tax preparer and I am here to stay!!! Thanks JW!!

2020-03-09
Lakesha L.

Great service I would recommend to friends and family

2020-03-09
Jamise

Prompt and professional.

2020-03-09
Shawntavia

I Always Get A Good Amount Back They Always Come On Time And Jessica Is Literally The Best Tax Lady I’ve Came Across I’ve Even Put My Cousins And Friends On

2020-03-09
Damion h.

It was easy fast an super professional. They will be doing my returns as long as they are in business

2020-03-09

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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