ABOUT US

JWB Tax and Financial Services is dedicated to helping both individuals and businesses with their financial needs. We provide high quality services related to tax, accounting, and insurance that will give you peace of mind and save you money. We are located in Southern California, but we serve nationwide!

What We Offer

Tax  Preparation

  • Federal and state income tax return prep

  • Federal and state income tax planning

  • State and local tax return prep and advisory services

  • Tax controversy representation

  • Merger and acquisition planning

  • Multi-state tax apportionment

  • Estate and succession planning

  • Research and Development tax credit studies

  • Cost segregation studies

Accounting Services

  • Accounting and Advisory Services

  • Bookkeeping Services

Wealth Preservation

  • Planning and Preparation

    • Estate and gift planning​

    • Estate tax return prep (Form 706)

    • Gift tax return prep

    • Trust planning and tax return prep

    • Fiduciary and trust accounting

    • Family partnership and LLC utilization

    • Charitable planning using trust and private foundations

    • Retirement planning

    • Business succession planning

    • Personal planning for closely held business owners

  • Operational Reviews

    • Incentive compensations plans​

    • Break-even analysis

    • Cash flow management

    • Profitability enhancement studies

    • Merger acquisition guidance and business valuations

    • Recruiting of financial and other management personnel

    • Planning

    • Information technology consulting and implementation

  • Non-traditional Services​

Insurance Services

  • Individual Health Insurance

    • Blue Shield of California​

    • Kaiser Permanente

    • Health Net

  • Group Insurance

    • Blue Shield of California​

    • Aetna

  • Life Insurance​

About Jason W. Burke

Owner of JWB Tax and Financial Services

Jason W. Burke has been working in the tax and financial services industry for more than 20 years. His expertise and dedication to providing exceptional customer care drives him to gain a deep understanding of each client’s short- and long-term goals so he can deliver quality service every day. He is a Board Certified Public Accountant by the State of California, a member of the American Institute of Certified Public Accountants (AICPA), and belongs to the California Society of Certified Public Accountants.

 

Jason’s experience in the accounting world began in college when he worked as an accounting clerk at his father’s wholesale distribution business. Soon after, his tax professor offered him a position at a sole proprietor firm, where Jason learned the requirements of a small business. At this one-stop shop, he quickly began working with various tax forms for city, county, state, and federal governments. He recalls this is when he realized a CPA is more than a tax advisor; they often are an individual’s most trusted advisor.

 

After working at his professor’s local firm, he moved to a larger firm in Ontario, CA. He spent six years strengthening his small business skills and learning more about medium-to-large business environments. As he worked alongside firm partners, he learned the differences between small and large corporations, as well as the differences in the sizes of CPA firms. Soon he was promoted to Tax Manager, becoming responsible for a specific group of clients and certain staff members at the firm.

 

After several years in management, Jason decided to open his own firm. He successfully opened JWB Tax and Financial Services in 2011, proudly serving clients throughout Southern California and other states. His passion to deliver quality service to every client drives him to provide the best customer service he can offer.

Call us today! (909) 912-1976

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