Accounting Services

Reliable, accurate, and tailored to your business needs

We provide full-service accounting support to small and mid-sized businesses. From daily bookkeeping to strategic financial reporting, we deliver accurate and timely information so you can make smart business decisiones and stay focused on growth.

Our Accoutning Services

Our seasoned expertise is backed by continuous education, ensuring you get the most accurate and current tax guidance available.

Bookkeeping

  • Transaction categorization
  • Bank and credit card reconciliations
  • Expense tracking
  • Accounts payable and receivable
  • Quickbooks support
  • Monthly and year-end closing

Payroll Services

  • Tax preparation for sole proprietors, LLCs, S-Corps, and C-Corps
  • Quarterly estimated taxes
  • Year-end tax strategy & planning
  • Multi-state and local tax filings
  • 1099 and W-2 preperation
  • Payroll and Sales Tax compliance
  • IRS representation and audit support

Financial Reporting & Analysis

  • Monthly, quarterly and annual financial statements
  • Profit and loss statement
  • Balance sheet and cash flow reports
  • BUdgeting and forecasting
  • Custom financial reports
  • Key performance metrics

Additional Services

  • Sales tax filing
  • Business consulting
  • Internal controls review
  • COordination with you tax preparer
  • Cleanup of past bookkeeping issues

Why Clients Choose JB Tax and Accounting

We go beyond filing—we’re your year-round tax partner.

Decades of experience, Fast, responsive communication, personalized guidance, transparent pricing with convienient appointment times in person or virtual

Frequently Asked Questions

Frequwntly Asked Tax Questions

Explore our FAQs to gain clarity on our services and make informed decisions.

Do I really need monthly bookkeeping?

Yes- monthly bookkeeping keeps your financial records accurate, helps you avoid cash flow surprises, and ensures you're ready for tax time. It also gives you better insight into how your business is performing.

Can you help clean up my old or messy books?

Absolutely! We specialize in cath-up and cleanup bookkeeping. Whether you're months or years behind, we'll get your records organized and up to date.

What accounting software do you work with?

We primarily use CS Accounting, but also support other platforms such as Quickbooks (online and Desktop), Xero and Wave.

Do you provide payroll services for small teams?

Yes. Whether you have 1 employee or 50, we offer full-service payroll, including direct deposit, tax filing, and year-end forms (W-2s, 1099s).

What type of businesses do you work with?

We work with service providers, real estate professionals, medical professionals, trades, retail businesses, and more. Any small to mid-sized business that wants accurate, dependable accounting.

How much do you accounting services cost?

Our pricing depends on the size of your business and the scope of work. We offer flat monthly rates with no surprise fees. We guarantee the best prices and highest quality.