New Berlin, WI
Secure File Transfer Portal
JCW Tax & Accounting has a robust digital offering to efficiently, effectively, and safely handle business virtually during the COVID19 pandemic.
Virtual appointments are encouraged and preferred but brief in-person interaction is available if personal protective equipment is properly worn and safe health standards are met.
Individuals & Businesses
Personalized, convenient, available year-round, free of corporate restrictions, and stress-free.
◦ Tax Preparation and Planning
◦ Personal Form 1040
◦ Estate and Trust Form 1041
◦ IRS Tax Debt Settlement
◦ Tax Liens and Tax Levies
◦ Offers in Compromise
◦ Innocent Spouse Filings
◦ Tax Payment Plans
◦ Tax Preparation
◦ Partnership Form 1065
◦ Corporation Form 1120
◦ Payroll Services
◦ Bookkeeping and Financial
◦ Statement Preparation
— Katie D.
Owner, Enrolled Agent
JCW Tax & Accounting is the dependable and stress-free way to approach your income taxes.
When you hire me, you can rest assured that I will do my best to fulfill all of your income tax needs and ease worries.
Any job I take on or service I provide to you, I will work for your benefit and strive to maximize your success.
If you have a problem such as payroll adjustments, IRS correspondence, or other complex issues, I am here to help and will provide solutions.
Commitment to Quality
I am an Enrolled Agent who is knowledgeable, reliable, and trustworthy. My professional accomplishments are well documented on my LinkedIn profile and throughout this website. I chose the path of an Enrolled Agent because of my enthusiasm for the area of tax. With continued expansion of tax law and further need for tax representation, I look to be a credible source and increase my expertise in the field.
JCW Tax & Accounting provides clients with extensive assistance, detailed answers, and professional documentation. I readily stand by my work completely, that's a guarantee to you.
I aim to provide excellent service and personal attention in a timely matter. I hold myself and my business to high standards and that quality shows in my work. I am continually seeking further education to advance my knowledge and expertise in what I do. I believe in the value of partnerships and my goal is to be a trusted source when it comes to your financial and tax related needs. Without your success as an individual or a business, I do not have a client.
My success only comes when you succeed. My client testimonials and referrals authenticate my work ethic and commitment to excellence. I look forward to serving you.
Community & Charity
Throughout my life I have had to raise money for one organization or another and I still do today. I know it is not always easy. I try to give back by occasionally donating my Tax Preparation services as a raffle item to help out a worthy cause. Over the years I have donated to organizations and benefits such as the Dennis Werra benefit to support International Myeloma Foundation, United Cerebral Palsy, Wounded Warrior Project, and Hammer Junior Hall of Fame Bowling Tournament, just to name a few.
Typically a tax and accounting office will have files upon files of past returns, financial records and corresponding documents. Whenever possible I try to maintain a paperless office by saving copies to an electronic file, providing copies of returns through a secure portal and generally keep printing to a minimum. If you still want that tax return in a paper format, I'll print it double-sided to save paper unless you specify otherwise.
— Matt H.
Reviews & Recommendations
I procrastinated on doing my taxes this past year and contacted Jayson with 2 weeks left until the deadline. His price was reasonable and his service was very professional. I did video calls with him due to COVID. I am extremely satisfied with his service and I honestly wish I had been using his services for the past few years rather than doing my own taxes. I am planning on using his services for the next tax year. I hope he continues using video meetings.
— Adam B.
“Jayson is the best tax accountant that I have ever used here. He is knowledgeable personable and professional. His in home office is high tech, clean and comfortable. I would highly recommend his services.”
— Amber M.
“I happen to be "one of those clients" who usually turns in his tax paperwork incredibly late, leaving little time for the prep work that has to be done with all the Schedule Cs involved in all my side hustles. Never fear, as Jayson at at JCW is as flexible as a yoga teacher. Oh! And he also helps with payroll and bookkeeping services, so you should probably retain JCW for all your business needs.”
— Matt P.
“My husband and I were in a tax bind due to the fact our recommended accountant dropped the ball. Jayson was referred to us from a friend and even though it was post tax season, he made himself available to help us out. We really appreciated his kindness, knowledge, and haste. We would highly recommend him to anyone!”
— Michelle S.
“I saw Jayson for my taxes for the first time last year, and he is by far the best I've ever worked with. He made the whole process really easy and understandable, which eased my stress around tax time. He's quick to answer emails, and is always friendly and professional. I wouldn't hesitate to recommend him to everyone I know, and anyone looking for a tax professional.”
— Bobbi A.
“We’ve been going to Jayson for almost 5 years now. He is so easy to work with! Everything is electronic with a quick visit for signatures at the end. He is always very quick to answer an emails and explains things well!”
— Emily N.
Ready to take control of your finances?