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Jobes Wealth Strategies

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Q&As

My primary focus is on working with small businesses in any capacity that will further their success. From filing their annual tax returns to providing them monthly financial statements and reports, my goal is to create value that will pay for itself.

Tax planning and strategy is key to growing your business. By hiring a great accountant you will always know exactly where you are financially and which strategies you can implement to minimize tax.

I love helping small businesses grow and watching clients reach their life goals.

My love for financial planning and the lack of accounting firms that work side by side with financial planners has led me to create a niche business where I can service both for my clients.

My primary focus is to be proactive with my clients and very communicative. I will always be there for phone calls or emails. I also provide proactive tax planning so you will never be stuck with a surprise tax bill.

Yes. When I started my business I obtained a large client base from Upwork. I am now moving to expand onto Bark to grow my clientele more. I can provide both online or in person services.