Tax Planning: Key to Achieving your Financial Freedom

Specializing in Proactive Tax Planning Services.

About Us

Your Business is Ours

A tax consultant and tax coach work tirelessly to help develop strategic tax planning techniques to help realize your financial freedom faster and quicker. We specialize in advanced planning, to help maximize our client's bottom line while helping to save them taxes.

Your Taxes, Simplified

We’re dedicated to our clients. And we've represented them in audits with the IRS, and help our clients settle their tax bill. This keeps us current on tax law so we’re always ready for the toughest situations. 

Accounting & Bookkeeping

We can replace your back office with accounting, and Quick Books Data support. When it comes to complex issues, rely on us. 

Who is JB Financial?

A Personalized Accounting Experience

IRS Representation

We provide representation services for our clients; from IRS Correspondence, to advanced tax compromises. We strive for the best outcome; don't try to fight the IRS alone. Hire an IRS Enrolled Agent

No More Guessing

No one likes surprises. We offer month-to-month flat-fee packages that offer a great deal of value to our clients. 


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Contact Us

Get a Free Quote

We know that the accounting needs for each business or family are unique. Use our form to tell us more about your needs, and concerns, and we will give you a free quote on regular or one-time accounting services. 

JB Financial LLC



Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed