Tax Strategy & IRS Representation for High-Income
Advanced Tax Planning for Complex, High-Income Situations
Helping physicians and high-income professionals navigate complex tax situations with clarity, compliance, and confidence.
INTRODUCING JB FINANCIAL LLC
Experienced Tax Consultant
Jonathan Bengel, our dedicated tax consultant, brings years of experience and a thorough understanding of the latest tax laws and regulations. His depth of knowledge and expertise ensures that every client receives personalized and effective solutions.
Legal & HR Operations Expert
Albert Koewler is a versatile legal and administrative professional with over a decade of experience spanning judicial support, human resources, and business operations. His multifaceted background uniquely positions him at the intersection of compliance, branding, and strategic leadership.
Custom-Focused Service
Who We Are For
We work with established business owners who are serious about profit, strategy, and long-term tax efficiency.
Our clients are growth-minded CEOs who understand that proactive tax planning is not an expense — it is an investment in protecting and multiplying wealth.
If you are looking for basic tax preparation or low-cost monthly bookkeeping, we are not the right firm for you.
We are a strategic advisory firm.
Transparent and Honest
Investment & Commitment
The Bengel Experience is designed for business owners ready to operate at a higher level.
Our clients typically invest low four figures per month for ongoing strategic tax planning, advisory, and implementation support.
This level of investment reflects:
• Advanced proactive tax strategy
• Ongoing access to high-level advisory
• Strategic entity structuring and optimization
• Real-time decision guidance throughout the year
• Protection, planning, and profit maximization
We do not compete on price.
We compete on results, strategy, and long-term financial impact.
Our Specifications
