Tax Solutions for Individuals and Businesses

At JB Tax and Accounting, we provide accurate, timely, and personalized tax services for individuals and businesses. Whether you're a salaried employee, a self-employed professional, or a business owner, we help you maximize your deductions and stay compliant with tax laws.

Services Overview

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

Individual Tax Services

  • Federal and State income tax preperation
  • E-filing with Direct Deposit
  • Tax Planning and strategy
  • Amended returns and prior year filings
  • Audit support and IRS correspondence
  • Investment and retirement income tax guidance

Business Tax 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

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.