Tax planning and tax forecasting services for individual and small business clients is a core competency of our firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
JLM & Associates approach to tax preparation and planning focuses on limiting our clients' tax liability as well as their exposure to tax law compliance issues. That may sound familiar among tax service providers, but how we do it is very different. We strive to know each of our clients personally and identify the opportunities in their lives that will lead to the best tax strategy for them.
At JLM & Associates, we understand that the true story isn't in a shoebox full of receipts. It's in the plans, goals, achievements and challenges of our clients as people. So whether you are coming to us as an individual or a business owner, each of our tax preparation and planning services seek to identify what's unique about you, it's how we achieve your best tax outcome.