Personal Tax Services

 
 

How We Help

 

J&J empowers our personal clients with dependable, transparent expertise. We help turn what can be a stressful, confusing time of year into a clear, comprehensible situation. Our tax experts will help guide you through your tax obligations and their implications. More importantly, we’ll do the work required to provide you with insight into your financial situation.

Our clients rest easy knowing they’ve obtained the highest possible tax return. We work hard to understand the needs of our clients and deliver the expertise and information required. Our obligation is to deliver the highest possible tax return for each of our clients, saving them both time and money. We maintain the highest level of confidentiality for our clients.

Our Personal Tax Services:

Advisory Services

J&J starts with transparency. Our clients know what they’re getting, and why it’s valuable to them. We help set them up for success by advising on their personal financial situation, providing insight and understanding of how to maximize their budget for their family or business.

Tax Filing & Preparation

  • Advice During Tax Disputes

  • Repayment Claims Submissions

  • Navigation of Capital Gains Tax & Relief Options

  • Tax Calculations, Including Allowances & Exemptions

 

Our Personal Tax Clients:

We serve clients at all income levels in a variety of different industries.

Corporate Executives

Many of our clients are high-level executives who have trusted us with their business tax filings. Satisfied that their business needs are met, our executive clients entrust us with their personal filings as well.

Entrepreneurs & Sole Proprietors

We help provide sole proprietors with high-level understanding of their tax requirements and take care of the rest, so they can keep focusing on the work that matters to their growing business.

Salaried Employees

We help salaried employees at all levels obtain the highest possible tax return for them. We help provide clarity and insight into their personal financial situation to help maximize their annual budget.