Welcome to JFG Tax & Advisory
JFG Tax & Advisory in Milwaukee, WI specializes in comprehensive tax preparation and accounting services tailored to small- to medium-sized businesses as well as individual tax preparation for the owners. Established in 2013, JFG Tax & Advisory takes pride in delivering high-quality services designed to educate and advise clients on maximizing their current and future tax positions. My mission is to become a trusted advisor by getting to know clients personally and understanding their unique financial situations. I provide thorough business tax preparation alongside personalized tax planning to help reduce liabilities and improve financial outcomes.
Understanding that every client requires accurate and timely assistance, I provide specialized help with IRS correspondence and handle amended tax returns with careful attention to detail. Offering small business accounting and CPA bookkeeping is an important part of how I ensure all financial records are accurate and ready for tax season. My dedication includes reviewing prior-year tax returns free of charge, enabling a clear evaluation of potential savings or adjustments. Each task is checked to perfection, reflecting my commitment to delivering superior tax advisor services. In addition, my pricing depends on the time involved and the complexity of each project, with quotes provided after detailed discussions.
Providing expert bookkeeping services is part of my comprehensive support for business owners who want organized and efficient financial management. Understanding the nuances of tax laws and regulations is essential for effective tax planning and preparation, which I address by closely collaborating with each client. Focusing on clarity and trust, I strive to educate clients on their financial situations so they feel confident about their tax strategies. JFG Tax & Advisory emphasizes high-quality work and clear communication, ensuring every client receives attentive and customized support in all aspects of taxation and accounting. Give me a call today!
