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JW Financial
Expert Accounting and Financial Guidance for San Diego – Your Trusted Partner for Stress-Free Finances
5(5 reviews)
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About JW Financial
JW Financial is a premier accounting and financial consulting firm located in San Diego, CA, dedicated to providing personalized and professional services for individuals and businesses. With a perfect 5/5 rating from 33 reviews, we specialize in tax preparation, financial planning, and business accounting, ensuring every client receives clear, knowledgeable support. Our team, led by Jacqueline, offers patient, responsive guidance to help you navigate complex financial matters with confidence and ease, making us your go-to partner for all your financial needs.
Business Info
Location
1286 University Ave #1025, San Diego, CA 92103, USA
Services Offered
Tax Preparation and Filing
Comprehensive tax return services with detailed explanations and step-by-step support to maximize deductions and ensure accuracy.
Financial Planning and Consulting
Personalized financial advice and strategies to help individuals and businesses achieve their long-term financial goals.
Business Accounting Services
Expert bookkeeping, financial reporting, and accounting solutions tailored to support small businesses and entrepreneurs.
Tax Problem Resolution
Assistance with IRS issues, audits, and complex tax situations to provide peace of mind and expedited solutions.
Personalized Client Support
Dedicated, responsive service with ongoing communication to keep clients informed and confident throughout the process.
Reviews
5(5 reviews)
Rating Distribution
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Shannell Thompson
via Google
3 months ago
We had an excellent first time experience working with JW Financial. Jacqueline was extremely knowledgeable, helpful and patient throughout the entire process, taking the time to make sure we understood every line item and detail in our return. We really appreciated how she kept us informed at each step and was always very responsive when we had questions. Highly recommend!
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marlisha charlesvia Google
10 months ago
Jacqueline at JW Financial was truly a blessing to work with. She handled my taxes and financial situation with so much professionalism, patience, and care. I felt completely supported through the entire process. She’s not just an amazing accountant — she’s someone you can really trust with your finances with her expertise, she’ll lead you in the right direction. And you too can be stress free! 10/10 I Highly Recommend.
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Monica Grahamvia Google
11 months ago
We have partnered with JW Financial for the past couple of years and it is truly a breath of fresh air. The knowledge base that Jackie has is like no other, you are truly in good hands with JW Financial.
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yolanda pearsonvia Google
about 3 years ago
Professional, Knowledgeable and all around great company to handle all your Tax needs. I’ve been working with Jacqueline for many years, she always handles my taxes with care. Her knowledge for business, and accounting is never a question. JW Financial will always have me as a customer!
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Shantilly McAvoyvia Google
almost 5 years ago
I love having my own personal tax person, somebody that I’m able to bring my problems and paperwork too and she is great sort it all out for me. Jacqueline is very well knowledged in her profession and always has the best interest for my family and friends. Her professionalism and the ability to expedite my tax concerns are two of her qualities I love the most. I do and would absolutely refer her to my friends and family. With the confidence their expectations and needs will be satisfied.
