JW Financial is a cost effective solution for all your financial needs. We offer a wide array of services such as, Tax Preparation, Tax Planning, Accounting Services, Payroll, QuickBooks Training, and Financial Evaluations. We pride ourselves in providing our clients with a personalized method of achieving financial success.
tax prep and tax planning
We guarantee efficient and honest tax services. We stand behind our work and provide Audit Protection with any return we prepare. We put together comprehensive tax plans that are customized just for you.
Our Tax Preparation Services Include:
- Individual Federal/State Income Tax Returns
- Corporate Federal/State Income Tax Returns
- Non-Profit Federal/State Income Tax Returns
- Sole Proprietor Federal/State Income Tax Returns
- Medical Collective State Income Tax Returns
accounting and payroll
Our accounting team understands that the record keeping and accounting involved in running a small business can be time consuming, stressful and demanding. Time is money! Let us handle the accounting for you.
Our Accounting Services Include:
- Accounts Receivable
- Accounts Payable
- Account Reconciliations
- Collections
- General Ledger Maintenance
- Financial Statement Reporting
- New Business Setup & Compliance
- Payroll Services & Reporting
QUCIKBOOKS TRAINING
QuickBooks is a user friendly software that can help you run your business. Correct setup is a must in order for your data to be reflected accurately. Let us teach you how to properly use a QuickBooks file customized for your business.
Our Training Services Include:
- Onsite Training
- Virtual Training
- In-Office Training
FINANCIAL EVALUATION
This process provides a pathway to accomplishing a financial goal. Do you want to make short term or long term investment in your future? One who fails to plan, plans to fail! Let us guide you to financial freedom, we are here to help show you the way.
Our Evaluation Services Include:
- Cash Flow Projections
- Budget and Forecast Analysis
- Breakeven Analysis
- Risk Management
- Goal Planning
- Retirement Planning
- Investment Planning
Our record
Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge technologies which allows us to respond quickly, and give you the most relevant information and perspectives. Our years of experience and notable expertise ensure that your financial needs are in good hands.
price is what you pay. value is what you get
— Warren Buffett