JF Consulting

JF Consulting is a tax preparation and bookkeeping practice that prepares returns for individuals, married couples filing jointly and small businesses. Clients hand over their paperwork and the firm does the preparation.

Documents can be sent through an online client portal, dropped off, or discussed in a short in-person appointment.

What JF Consulting does

• Tax return preparation: individual, joint and small business returns prepared from the documents a client supplies.
• Bookkeeping: books kept on Xero online accounting so financial records stay in order.
• Tax projection: an estimate of income, deductions, credits and withholding before the filing season, so clients can plan ahead.
• Client portal: a secure online area where documents are uploaded.

Who it serves

Private taxpayers, couples filing together and owners of small businesses who would rather not prepare their own returns or manage their own books.

Key facts

• Platform: Xero online accounting
• Tax projections: offered from May through November
• Service options: portal upload, drop-off or brief in-person appointments