
About
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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Frequently asked questions
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