For employees, independent professionals, and families, we help you gather documents, review key details, and file your returns with an emphasis on accuracy and documentation.
- W-2, 1099, and investment income
- Rental and side-business income reporting
- Support organizing prior-year records
We help small businesses keep ledgers up-to-date, track deductible expenses, and prepare year-end information for tax filings.
- Schedule C and related documentation
- Income and expense categorization
- Coordinating records for your other advisors
We provide recurring support to help keep your books organized, reconciled, and ready for tax time.
- Income and expense tracking
- Ledger clean-up and categorization
- Preparation of summaries for your files
We offer periodic reviews to help you prepare for upcoming deadlines and organize documents in advance.
- Review of income and expense patterns
- Estimated tax guidance
- Document and checklist updates
When your tax situation overlaps with legal questions, we can help you organize the financial records and summaries your legal professionals request.
- Compiling financial summaries and ledgers
- Organizing supporting documents and receipts
- Sharing records as you authorize
If you receive IRS or state tax notices, we can help you gather records and understand the next steps.
- Organizing documents requested in notices
- Clarifying what the notice is asking for
- Coordinating with other professionals as needed
Get started with JP Tax Pros LLC
Share your situation, filing history, and goals, and we will outline which services fit best. We will also explain what documentation to gather for an initial review.