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Our Services

Tax Preparation

Wealth Preservation



Insurance Services

Tax Preparation

JWB Tax and Financial Services is dedicated to helping you with your taxes. Our experienced professionals will deal with your federal and state taxation situation so you don't have to.

Whether you need help with tax preparation, planning, or representation as an individual or for your company, JWB Tax and Financial Services has you covered.

We can help you with all your tax preparation needs, including the following services:

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  • Federal and state income tax return preparation

  • Federal and state income tax planning

  • State and local tax return prep & advisory services

  • Research and Development tax credit studies

  • Tax and controversy representation

  • Merger and acquisition planning

  • Multi-state tax apportionment

  • Estate and succession planning

  • Cost segregation studies

SER: Tax Prep

Call us today! (909) 912-1976

Accounting Services

Accounting & Advisory Services

We proudly offer accounting and advisory services that extend beyond the standard issuance of financial statements.

As your financial partner, JWB Tax and Financial Services will help you develop solutions that integrate your business and personal planning. We work with you as part of your management team to plan ahead for cash flow and financing needs, build projections and forecasts, and provide valuable input. JWB enables you to make decisions that will increase efficiency and profitability.


JWB Tax and Financial Services remains up to date on accounting pronouncements, IRS regulations, and compliance matters so we can assist you with a broad spectrum of monthly, quarterly, and annual filing and reporting requirements.

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Bookkeeping Services

We also offer bookkeeping services, handling monthly, quarterly, or annual accounting and reporting of small businesses. JWB Tax and Financial Services processes your company's accounting transactions, reconciles the bank accounts, and prepares on-disclosure compiled financial statements.

What We Process

  • Quarterly and annual payroll returns

  • Annual information returns

  • Sales tax returns

  • Business property statements

  • Business license renewal forms

  • Workers' compensation reports

  • Various other business reports

At JWB Tax and Financial, we ensure our personnel are also knowledgeable and familiar with various small business accounting software, such as Quickbooks and Peachtree, so we can help you set up your books. We also will train your staff to use these programs to help your business remain self-sufficient. 

Our services allow you to outsource the majority of the functions that an in-house accounting manager does—for a fraction of the cost. JWB Tax and Financial Services is also available to answer accounting and tax-related questions so your accounting process doesn't stall or misreport a transaction.

SER: Accting Services

Wealth Preservation

At JWB Tax and Financial Services, we're passionate about helping you prepare for the future. That's why we offer planning and preparation services, operational reviews, and non-traditional services.

Non-Traditional Services

Our consulting covers a broad range of services that fall outside of the traditional accounting services. Our expertise includes a variety of planning, valuation, and management advisory services, as well as some highly specialized skill sets, such as forensic accounting.

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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

SER: Wealth Preservation

Insurance Services

JWB Tax and Financial Services works to provide insurance services for you, including individual health insurance, group insurance, and life insurance.

Group Insurance

  • Blue Shield of California

  • Aetna

Individual Health Insurance

  • Blue Shield of California

  • Kaiser Permanente

  • Health Net

Insurance Agent
Call now: (909) 912-1976
SER: Insurance Services

Call us today! (909) 912-1976

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