Tax Planning: Key to Achieving your Financial Freedom

Specializing in Proactive Tax Planning Services.

Who is JB Financial?

A Personalized Tax Planning, Tax Preparation  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. Our packages include tax planning and year-end tax preparation for personal and business.

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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


With proper tax planning and tax preparation, we can help you become compliant when trying to work with the IRS for back taxes or through audits. 

Accounting & Bookkeeping


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

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 to determine if we can help your tax planning needs.

JB Financial LLC



Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

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