TAX BILL TOO HIGH?

If your life is all about hospitals, clinics, real estate and family, we turn all of that into a correct tax return that helps you keep more of what you earn

Book Tax Appointment

Free Financial Resources

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

Frequently Asked Tax Questions

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

What documents do I need to prepare my tax return?

For individuals, you’ll need W-2s, 1099s, investment and bank statements, mortgage interest (Form 1098), charitable donation receipts, and identification. For businesses, include income records, expense reports, payroll records, bank statements, and prior year returns.

What types of business do you work with?

We work with sole proprietors, LLCs, S-Corps, C-Corps, and partnerships across many industries, including real estate, retail, healthcare, and professional services.

Do you offer remote/virtual tax preperation?

Yes! We serve clients locally in Milwaukee and across the U.S.

How Much do you tax services cost?

Our pricing is tailored to your specific needs. We guarantee the lowest prices so you keep more money in your pocket.

Can you help with back taxes or prior year returns?

Absolutely. We prepare prior-year returns, amend incorrect filings, and help resolve IRS notices or penalties.

Can you file multi-state returns?

Yes. We handle multi-state individual and business tax filings, including for remote workers, freelancers, and companies operating across state lines.