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.


This website is designed to provide only information and should not be considered legal or tax advice. Because of the complexity of the law and the variables in your own personal tax situation, you can’t rely on our advice specifically related to your unique circumstances. In order to get the best tax savings and legal advice available to you, you should consult with your own Certified Tax Coach™, attorney or advisor regarding your particular facts and circumstances. As required by new US Treasury rules, we must inform you that, unless expressly stated otherwise, any US federal and state tax advice contained in this website or through our educational seminars and media is not intended or written to be used, and cannot be used, by any person for the purposes of avoiding penalties that may be imposed by the Internal Revenue Service.  

About Us


Your Business is Ours

Accounting & Bookkeeping

Your Taxes, Simplified

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

Accounting & Bookkeeping

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

Accounting & Bookkeeping

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

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

JB Financial LLC

11024 N 28th Dr #200, Phoenix, AZ 85029, US



Open today

09:00 am – 05:00 pm

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