J&M Tax Advocates

J&M Tax Advocates is an accounting and tax firm in Marietta, Georgia. It works mainly with small business owners and also prepares accounts and tax work for individuals.

Services

• Tax services: tax planning aimed at lowering a client's tax bill, plus return preparation.
• Bookkeeping: day-to-day record keeping and cash flow management.
• QuickBooks accounting: setting up and running the QuickBooks package on the client's behalf.
• Budgeting: building a budget that tracks a business against its goals.
• Business consulting: general financial and advisory support for owners.

Customers and markets

The firm serves owners of small and growing businesses across several industries, with construction named among the sectors it lists. Individuals are also accepted as clients.

Key facts

• Based in: Marietta, Georgia
• Qualification: describes itself as a CPA firm
• Software: QuickBooks
• Service style: small practice that positions itself between a large firm's capability and a personal approach