top of page

Tax Preparation

From business tax returns to personal filings, our team provides professional tax preparation services designed to keep you compliant and minimize your tax liability.

Services Include:

  • Business & personal tax returns

  • Multi-state tax filings

  • Quarterly tax planning

  • Financial statement preparation

  • Investment & rental income reporting

  • Tax review and optimization​

​

New Tax Client?

Start by completing our short form. This allows us to collect your contact information and gives you an overview of our tax preparation pricing.

After you submit the form, our team will create your client profile and send you access to our secure client portal. From there, you’ll receive your engagement letter and instructions for submitting the information and documents needed to prepare your tax return.

Returning Tax Client

We’re glad to have you back! If JSA prepared your taxes last year and you’d like us to prepare your return again, please let us know you’re ready to get started.

Returning clients must contact our office each year to begin the tax preparation process. Once we hear from you, our team will provide the next steps and make sure you have everything you need in your client portal.

JSA logo white
bottom of page