Comprehensive Accounting & Tax Solutions
Reliable, scalable, and personalized services for individuals and businesses.
What We Offer
From accurate accounting to high-level financial strategy, our services are designed to meet your unique needs.
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✅ Accounting
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✅ Fractional CFO
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✅ Payroll
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✅ Tax Services
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✅ Compilation & Review
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✅ Due Diligence
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Accounting Services
Accurate Books. Informed Decisions.
We help individuals, startups, and growing businesses stay on top of their finances with reliable accounting systems. Our services go beyond bookkeeping we deliver insights you can act on.
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General ledger maintenance
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Financial statement preparation (monthly, quarterly, annual)
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Bank and credit card reconciliation
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Budgeting and variance analysis
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QuickBooks setup and support
Fractional CFO Services
Executive-Level Strategy Without the Full-Time Cost
For companies not ready for a full-time CFO, our fractional service provides strategic financial leadership to scale your business wisely.
Key Features:
Cash flow and working capital forecasting
Business performance metrics (KPIs)
Financial modeling and budgeting
Strategic planning and growth support
Fundraising and capital structuring guidance
Payroll Services
Stress-Free Payroll. Total Compliance.
We manage your entire payroll process accurately and on time so you can focus on your team and your business.
Key Features:
Payroll for employees and contractors
Tax withholding, deposits, and filings
Direct deposit setup and delivery of pay stubs
Year-end tax form preparation (W-2s, 1099s)
Full federal, state, and local compliance
Business Tax Services
Proactive Tax Strategy for Growing Companies
We partner with you to reduce your tax liability and ensure compliance, while helping you plan for long-term success.
Key Features:
Corporate, partnership, and nonprofit tax preparation
Strategic tax planning and advisory
Entity formation and restructuring
Sales tax compliance
Audit support and representation
Individual Tax Services
Maximize Returns. Minimize Stress.
Whether your taxes are straightforward or complex, we ensure accuracy and uncover every deduction you’re legally entitled to.
Key Features:
Federal and state tax return preparation
Year-round proactive tax planning
Audit representation and IRS correspondence
Support through major life events (marriage, home purchase, etc.)
Compilation & Review Services
Reliable Financials That Build Credibility
Whether you’re preparing for a loan, investment, or board review, we ensure your financial statements are professionally compiled or reviewed.
Key Features:
Financial statement compilations (no assurance)
Financial reviews with limited assurance
Clear, GAAP-compliant reporting
Suitable for banks, investors, or internal leadership
Why Choose Us
Why Clients Choose JMZ
