Virtual Tax Preparation & Financial Services
Each individual and business has different needs; we’re ready to meet you where you are. Let’s get started!
J&R Tax and Financial Services, LLC provides virtual tax preparation, tax planning, bookkeeping, tax representation, and tax resolution services for individuals and small businesses.
We love helping our clients stay compliant with all tax requirements and lessen their overall tax burden by utilizing all that the current US tax code and laws have to offer, within the legal and ethical limits. We assure that every client receives the personal attention and results they deserve; we view every client relationship as a partnership and truly believe that our success is a result of your success.
Tax Preparation and Planning
Prepare individual and business tax returns ensuring that you claim all of the deductions and credits so that you pay the least amount of taxes legally possible or you receive the refund you are entitled to. Develop plans – based on contemplated or planned events – to help individuals and businesses take charge of their taxation by minimizing future tax liability.
Bookkeeping
Provide comprehensive bookkeeping services to ensure the smooth operation of the financial side while you focus on running and growing your business. As your business needs grow and change, we can provide recommendations and planning assistance to ensure that your accounting and financial systems are aligned with your business needs.
Tax Representation and Resolution
Offer representation on your behalf before an IRS Auditor and assistance with responding to IRS letters and notices. Negotiate an installment agreement if you do not have the funds to immediately settle your tax liability or an offer in compromise to substantially reduce your debt.
About Us
J&R Tax and Financial Services, LLC is dedicated to providing quality, personalized financial guidance to individuals and businesses. Our expertise ranges from tax preparation and bookkeeping services to more in-depth services such as tax planning, IRS representation and resolution.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to planning and achieving future goals. We are committed to helping our clients reach their goals with high standards of excellence and professionalism. Whether you are a current or prospective client, rest assured that individuals and businesses who choose J&R Tax and Financial Services, LLC receive highly competent and timely services.
Consultation
Schedule a free consultation – via phone or video conferencing – to discuss how we can effectively help you devise a plan specific to your tax preparation, tax planning, bookkeeping, and/or tax representation and resolution needs.
Documentation
Use your personal account on our secure client portal to upload and receive your confidential tax information safely and conveniently. The files are protected by tough, industry-standard security and encrypted on the server.
Presentation
Review your completed tax return with one of our tax professionals to verify the information and address any issues or concerns. Upon your approval, you will be asked to provide a signature to authorize the electronic filing (e-file) of your return.
Co-Founders
John
Enrolled Agent
An Enrolled Agent with a BS in Accounting and over 20 years of accounting and tax experience. My passion is to help individuals, self-employed and small business owners succeed by reducing their tax liability with effective tax planning and consulting.
Robbie
Tax Professional
Testimonials
With a very hectic schedule and a toddler, they were able to facilitate the submission of my financial documents virtually and prepare my return, making an otherwise stressful situation uncomplicated.
– Charles B
The service and detailed explanations were very professional and easy to understand; the quick turnaround was truly unexpected but greatly appreciated.
– LaToya E
I had been preparing my taxes for years, but with the ever-changing tax laws, I decided to seek out a professional tax preparer. I am so glad that I did; the service provided was exemplary. They advised me of things that I should plan for in the next tax year.
– Jen K
