Who We Are
Jonathon Baugher, CPA
With a BA in accounting from Carthage College and his CPA, Jonathon Baugher has already had several years of proven success in the field of finance within different industries and with small and large companies alike. He has also prepared thousands of individual tax returns and hundreds of business returns.
Besides starting his own business, he has helped several clients work through the process of setting up different entity types and has implemented their accounting software along with provided financial consulting to help grow the businesses.
Julia Lindner, EA
Julia Lindner joins the team with a BA from Alverno College and a Master's Degree in Accounting from Lakeland College. She has worked a decade in property management accounting and earned Enrolled Agent status from the Internal Revenue Service. She has prepared hundreds of tax returns for a wide range of clients while working seasonally for several tax preparation firms in addition to completing monthly bookkeeping and financial reporting for small businesses.
Kelsey Bakkila joins JB Tax with a BA in Communications and Public Relations from Carthage College with a minor in Business Marketing. Kelsey comes from a background as a Venue Director in the events and catering world. In that role, she assisted in all aspects of the business. Kelsey uses her education and hands-on experience to help businesses with their bookkeeping and payroll processing, including her own small business.
To establish and maintain leadership in the tax services market by consistently delivering the most creative, thorough, and effective tax services.
To consistently provide the highest level of client service professionally possible, thereby maintaining and enhancing our reputation.
To serve as an advocate for clients in all areas of taxation, helping to create and maintain fair and equitable tax laws, regulations, and policies.
To establish and maintain professional and constructive relationships with taxing authorities, through courteous, ethical, and mutually respectful interaction.