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OUR SERVICES

At JPB Financial Services, we are dedicated to providing customized financial solutions designed to simplify and enhance your personal and business needs. With expertise across tax preparation, bookkeeping, accounting, and payroll, we bring the tools, experience, and support you need to manage your finances confidently.

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TAX PREPARATION

Navigating taxes has never been easier with our comprehensive tax preparation services. From individual 1040 filings to business tax returns, we ensure your taxes are accurate, compliant, and optimized for maximum savings. Our services also include personalized tax consultations to help you plan effectively for the future. Working alongside a seasoned mentor with over 50 years of industry experience, we bring unparalleled knowledge and support to every tax-related matter.

  • Corporations

  • LLCs

  • Partnerships

  • Sole Proprietors

  • Non-Profits

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BOOKKEEPING & ACCOUNTING

Effortlessly manage your finances with our professional bookkeeping and accounting solutions. Experienced in QuickBooks Online and Xero, we collaborate with you to select the best software tailored to your needs. Our services ensure that your financial records are meticulously maintained, providing you with accurate insights to make informed decisions. Whether it's daily transactions or long-term financial planning, we are committed to keeping your business organized and thriving.

  • Credit Card Reconciliation

  • Bank Reconciliations

  • Quickbooks or Xero Data Entry

  • Record Keeping

  • Financial Reporting

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PAYROLL MANAGEMENT

Streamline your payroll process with our reliable services powered by Gusto, a prestigious leader in payroll solutions. As a trusted partner, we offer seamless payroll management, ensuring your employees are paid accurately and on time while staying compliant with regulations. Let us handle the complexities, giving you more time to focus on growing your business and supporting your team.

  • Taxes and Deductions

  • Direct Deposits

  • Quarterly Payroll Tax Returns

  • Annual Payroll Tax Returns

  • W2s

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BUSINESS FORMATION

Start your business with confidence through our reliable business formation services. We assist with LLC and Corporation filings, EIN registration, and S-Corporation elections to help establish your business properly and maintain compliance from the beginning. Let us simplify the filing process so you can focus on building and growing your company.

  • LLC & Corporation Filings

  • EIN Registration

  • S-Corporation Election

  • Statement of Information Filings

  • BOI Filing Assistance

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Still Not Sure What You Need?

We’re here to help! Whether you’re uncertain about which service suits your needs or have specific questions, let’s meet and discuss your options. Book your appointment now or contact us today to get started on achieving your financial goals.

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