Our services

Complete support for tax preparation, filing, planning, and business finances.

Choose the service path that fits your needs, then schedule an appointment, upload documents, or contact a tax professional for next steps.

Personal tax filing support for W-2 employees, families, retirees, students, and multi-income households.

Tax preparation for sole proprietors, LLC owners, independent contractors, gig workers, and small businesses.

Forward-looking guidance to help clients prepare for deadlines, estimated taxes, deductions, credits, and cash flow.

Organized financial records, monthly support, and business reporting for owners who need cleaner books.

Payroll support for small businesses that need dependable processing and compliance assistance.

Practical consulting to improve financial management and support informed decisions.

Clear document guidance for W-2s, 1099s, receipts, IDs, business records, and tax-season preparation.

A future-ready path for secure payment processing for professional service fees.

Structured request flows for tax preparation, bookkeeping, payroll, planning, and business support.

Ready when you are

Start with an appointment or send a service request.

JAO can support personal tax needs, business filings, bookkeeping, payroll, planning, payments, and document preparation.

FAQ and resources

Common items include W-2s, 1099s, receipts, identification, prior-year returns, business income and expense records, and any IRS or state notices.

Yes. Business clients can request tax preparation, bookkeeping, payroll, planning, and financial support based on their current needs.

Use the secure upload or portal workflow when available. Standard email should not be used for sensitive tax or financial documents.