JM Accounting - we are a full service CPA firm specializing in tax preparation, advanced tax planning and accounting services.
We service clients in all 50 states. We work diligently with our clients to ensure they are paying the least amount of tax legally possible.
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Verified business
9 customer reviews
Ali McDonald
Great, speedy tax service from Jerry and Marissa!
Reviewed on Google Maps
Justin Hughes
Jerry provides exceptional service in handling all of my business tax needs. From communicating directly with the IRS on my behalf to managing quarterly filings and year-end tax preparation, he consistently delivers thorough and reliable support. His guidance throughout the year has been invaluable! More...
Reviewed on Google Maps
Andrew Robinson
Excellent service for my personal business and great communication from the owner Jerry. Would recommend to friends.
Reviewed on Google Maps
Steaphine Johnson
Bookkeeping Services
Jerry is Very knowledgeable and goes above and beyond.
Steaphine Johnson
Bookkeeping Services
If I could give Jerry a 10+ rating I would.! He was very patience and educated me on Taxation pulling data from spreadsheets , and a guide for work papers.
I was so lost working a 28Million S-Corp account. Jerry is very professional and knowledgeable.
Thank you!
More...
Shaun Parrott
Jerry and Marissa were wonderful. Easy to work with and really know their stuff.
Reviewed on Google Maps
jeffrey watzman
Personal service. Knowledgable. Always reachable. Highly recommended
Reviewed on Google Maps
Michael Szajna
Reviewed on Google Maps
Marissa Michalk
Jerry was very helpful and easy to work with. We had a large Roth conversion & he explained everything & made it easy to understand. Will be using him for our taxes next year. More...
What kind of accounting services do you provide?
We specialize in tax preparation services for businesses and individuals.
We offer a wide array of different accounting services for example bookkeeping, payroll, general CPA services, financial consulting, divorce accounting, ect.
Why is it so important for businesses to hire a great accountant?
It's crucial to hire the right accountant as the wrong CPA can cost you thousands. A knowledgeable accountant ensures accurate financial records, strategic tax planning, and insightful financial advice.
Being around as long as we have unfortunately we have had to fix a lot of mistakes made by incompetent advisors.
What do you love most about your job?
We love communicating and meeting with our clients and finding ways to save them money.
What inspired you to start your own business?
JM Accounting was inspired to start their own accounting business by their love for working with clients and their recognition of a significant need for their services. With a passion for helping others navigate financial matters and a commitment to personalized client service, they saw an opportunity to fill a gap in the market. By leveraging their expertise and dedication, they aimed to make a positive impact on their clients' financial well-being while pursuing their entrepreneurial aspirations.
Why should our clients choose you?
Expertise: Our team consists of highly skilled professionals with extensive experience in accounting, taxation, and financial management.
Personalized Service: We prioritize building strong relationships with our clients and tailor our services to meet their unique needs and goals.
Responsiveness: We understand the importance of timely communication and strive to be accessible and responsive to our clients' inquiries and concerns.
Integrity: Honesty, transparency, and ethical conduct are at the core of our business values. Clients can trust us to always act in their best interests.
Results-driven: We are committed to delivering tangible results for our clients, whether it's maximizing tax savings, improving financial efficiency, or achieving long-term financial objectives.
Innovation: We stay up-to-date with the latest trends, technologies, and regulations in the accounting industry to provide innovative solutions and strategies for our clients.
Overall, clients can choose J&M Accounting with confidence, knowing that they will receive top-notch expertise, personalized service, and a commitment to achieving their financial success.
Can you provide your services online or remotely? If so, please add details.
Yes, JM Accounting is proud to offer our services online or remotely, providing convenience and accessibility to our clients wherever they may be. We understand the importance of flexibility in today's digital world.
We set each client up with their own secure portal, ensuring the confidentiality and privacy of their financial information. Through this portal, clients can conveniently upload documents using a smartphone, computer, or tablet, and send messages to us securely.
Moreover, we are available for video calls, phone calls, or any other communication method preferred by our clients. Our goal is to make the accounting process as seamless and convenient as possible, while still providing the high level of personalized service and expertise that our clients expect from us.
What changes have you made to keep your customers safe from Covid-19?
Offering services virtually. Use our secure client portal.
CPA, Tax, Bookkeeping, Payroll, General Accounting
J&M Accounting is a full-service CPA firm dedicated to providing comprehensive financial solutions tailored to the needs of businesses and individuals. Our range of specialized services includes:
Business Tax Services: Our team of tax professionals assists businesses in navigating the complexities of tax laws and regulations. We provide strategic tax planning, preparation of business tax returns, identification of eligible deductions and credits, and proactive tax minimization strategies.
Personal Tax Services: For individuals, we offer personalized tax planning and preparation services to optimize tax outcomes. Whether it's filing annual tax returns, maximizing deductions, or planning for major life events, our experts ensure compliance and minimize tax liabilities.
Bookkeeping Services: We offer meticulous bookkeeping services to keep businesses organized and financially transparent. Our team manages accounts payable and receivable, reconciles bank statements, maintains accurate financial records, and generates detailed financial reports to support informed decision-making.
Payroll Services: J&M Accounting simplifies payroll processing for businesses, ensuring timely and accurate payroll management. From calculating employee wages and deductions to processing payroll taxes and preparing year-end tax forms, we handle all aspects of payroll administration, allowing businesses to focus on their core operations.
With a focus on professionalism, accuracy, and client satisfaction, J&M Accounting is committed to delivering high-quality financial services that empower businesses and individuals to achieve their financial goals.
