Services Offered
Tax Preparation
Professional and accurate tax filing services for individuals and businesses, ensuring compliance and maximizing returns.
Tax Planning
Personalized strategies to optimize tax withholdings, reduce liabilities, and plan for future financial goals.
Financial Consulting
Expert advice on wealth management, investment planning, and financial education to empower clients.
W-4 Assistance
Guidance on correctly filling out W-4 forms to manage tax withholdings effectively throughout the year.
Virtual Tax Services
Convenient electronic filing and consultations for clients across different states, offering flexibility and ease.
Reviews
5(5 reviews)
Rating Distribution
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K
kyle axtell
via Google
about 1 year ago
This is my third year using JB Wealth Financial Solutions and I highly recommended them! Service is quick, professional and tax season is made easy.
M
Mark Leevia Google
about 1 year ago
Just got my taxes done with JB Wealth Financial Solutions, and I’m a returning client! Last year, I owed taxes and wasn’t sure why. Jess took the time to educate me on tax planning, and I followed her advice. This year, I had more taxes withheld throughout the year—and now, I’m happy to say they returned my balance! Jess is amazing! I highly recommend JB Wealth Financial Solutions for anyone looking to understand their taxes and plan better for the future!
L
Lorraine Kwalavia Google
about 1 year ago
I love filing my taxes with JB Wealth Financial Solutions! Even though I’m in a different state, the electronic process is smooth, quick, and super convenient. Jessica helped me fill out my W-4 correctly, making sure I stay on top of my taxes year-round. If you want a hassle-free and reliable tax service, this is the place to go! Highly recommended! ⭐⭐⭐⭐⭐
C
chuks okaforvia Google
about 1 year ago
Tremendous Professionalism excellent positive n sincere services fast quick express delivery on ur tax returns n other services on point. JB Wealth Financial Solutions the way to go folks. Great thanks to u Jessica u the best👍
S
Senitor Biraivia Google
about 1 year ago
She’s my go-to tax professional! I love the convenience of filing virtually from Texas while her office is in New Jersey. I highly recommend her services!
