Our Services
At JCW Tax & Accounting, we specialize in preparing and filing tax returns for individuals and small businesses, ensuring accuracy and compliance while minimizing your tax liability.
Individual Tax Returns (Form 1040)
Our comprehensive individual tax preparation services cover a wide range of scenarios
Simple to Complex Returns
Whether you have a straightforward W-2 income or a more complex situation involving multiple income sources (e.g., self-employment, investments, rental properties), we ensure your return is accurate and optimized.
Deductions & Credits
We identify all eligible deductions and credits to minimize your tax bill, including mortgage interest, student loan interest, medical expenses, and more.
Retirement Contributions
We guide you on maximizing contributions to retirement accounts (e.g., IRA, 401(k), backdoor Roth's) for potential tax benefits.
Small Business Tax Preparation
Our small business tax preparation services help ensure that your business is in full compliance while also benefiting from every available tax advantage
Sole Proprietorships & LLCs
We assist with Schedule C filings for sole proprietors and LLCs, ensuring deductions for business expenses.
Estate & Trust Tax Returns
Coming Soon
Tax Planning Services
Tax planning is about being proactive rather than reactive. At JCW Tax & Accounting, we work year-round to develop strategies that minimize your tax burden and position you for long-term financial success.
Proactive Tax Strategy Development
We take a holistic approach to your tax situation, offering strategies that align with both your immediate and long-term financial goals
Income Shifting & Tax Deferral
Strategies to shift income or defer it to reduce taxable income in a given year, including retirement contributions, health savings accounts (HSAs), or tax-deferred investment options.
Maximizing Deductions
We ensure that you are taking full advantage of available deductions such as charitable contributions, business expenses, and home office deductions.
Tax-Efficient Investment Strategies & Roth vs. Traditional
While we’re not financial advisors, we can provide direction regarding capital gains taxes, tax-loss harvesting, and work collaboratively with the information you receive from your financial planner, who may not offer tax advice.
Family & Life Event Planning
Life changes often lead to tax changes. We provide guidance on how to adjust your tax strategy to reflect these milestones
Marriage & Divorce
We help you navigate the tax implications of marriage or divorce, including filing status changes, asset division, and dependent exemptions
Childbirth & Adoption
With new dependents, we ensure you’re claiming the right credits (e.g., Child Tax Credit) and deductions (e.g., Child and Dependent Care Credit).
Home Purchase & Sale
We advise on deductions related to homeownership, such as mortgage interest, property taxes, and capital gains from selling your home.
Tax Credit Optimization
Tax credits directly reduce your tax liability, and we work to ensure you’re getting the full benefit of available credits
Child Tax Credit
We help families maximize this credit, which can significantly reduce your taxes if you have qualifying children.
Energy Credits
We ensure you take advantage of credits for energy-efficient home improvements, electric vehicle purchases, and more.
Education Credits
We guide you in maximizing the American Opportunity Credit, Lifetime Learning Credit, or other educational tax benefits.
Year-Round Support
Taxes aren’t just a once-a-year thing. We offer year-round support to help adjust your strategies as your life evolves and tax laws change.
Why Choose JCW Tax & Accounting for Tax Preparation and Planning?
Expertise in Complex Tax Situations
Whether you have self-employment income, own rental properties, or have investments, we have the experience to handle complex tax scenarios with precision.
Tailored Tax Solutions
Our tax planning and preparation services are customized to meet your unique needs and financial goals.
Ongoing Support
We provide proactive, year-round support to help you manage your tax situation and take the guesswork and uncertainty out of your annual tax filing.
Peace of Mind
With our thorough understanding of tax laws and continuous education on updates, you can rest assured that your tax preparation and planning will be handled with the utmost care and accuracy.
