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Practice Areas

JB Tax provides a wide range of services to individuals and businesses in a variety of industries. We are available to our clients throughout the year, not just during tax season. We encourage our clients to stay in touch and keep us apprised of any significant financial decisions that might affect their bottom line or tax situation, before taking final action. It is frustrating to all involved, when we are contacted ‘after-the-fact’, and we realize things could have been done differently to save money and/or taxes. Because of this we have developed long-lasting relationships based upon a foundation of trust and collaboration with our clients.



JB Tax is uniquely qualified to handle the most challenging tax issues as well as prepare simple returns in a cost-effective manner. Since 2012, we have provided high-quality, affordable tax preparation services. Our clients appreciate our year-round support and their ability to work with the same tax preparer year after year. This relationship offers you a personalized service that you can’t get from the seasonal tax preparer or service. Through our training and specialization, we have the resources to consult on unique tax issues, recommend tax-saving strategies, and serve as your advocate in tax matters, should the need ever arise. Our goal is to ensure that you pay as little tax as required by law. Throughout the year we monitor tax law changes that may affect you.


JB Tax can help you reduce the time spent on payroll administration allowing you to do what you do best; run your business. We can take care of your payroll processing needs including preparation of payroll checks and detailed payroll reports while making sure your employees always get paid on time. We will ensure your compliance with all regulations regarding calculating, filing, depositing and reconciling your payroll taxes, so you never have to be concerned about those dreaded penalties and interest.

Our available payroll services include:


  • Payroll preparation

  • Federal payroll tax filings

  • State and local (if necessary) payroll tax filings

  • W-2 and W-3 preparation

  • 1099 preparation

  • Unemployment claims

  • Worker's compensation audits

  • After-the-fact payroll

  • Detailed payroll reports


Advisory/Tax Planning


Preparing income tax returns should not only focus on minimizing your taxes and maximizing your refund, but should also maximize your after-tax income. We track tax law changes year-round so we are always ready for your situation

Sales Tax Preparation and Filing


JB Tax will prepare and file your return electronically so you are always on time with no chance of penalties so you can concentrate on your business.



From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. JB Tax will steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues.

These services include but are not limited to:


  • General ledger and financial statement preparation

  • Bookkeeping (Monthly, quarterly, or annual)

  • Accounting system setup and support

  • Payroll processing

  • Cash flow budgeting and forecasting

  • Personal financial statements

  • Corporate tax planning and return preparation

Entity Selection and Restructuring


Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, JB Tax can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Cash Management


Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. JB Tax cash management service allows you to know when, where and how your cash needs will occur, maintain optimal cash flow levels by tracking sources and uses, forecasting and budgeting accordingly . You can avoid a cash crisis by allowing us to develop a cash flow projection for you. We can develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs. We can also prepare historical cash flow statements to help you gain an understanding about where all the money went.

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