Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Tax Resolution

If you are receiving threatening letters from the IRS, are having your wages garnished, are experiencing a bank levy or the IRS has filed a lien against you. We at JRG Tax Service can help! YOU built your life and company. Don’t let the IRS destroy it simply because you don’t know how to defend yourself. When you try to handle your IRS case, on your own you will likely end up with negative results.

JRG Tax Service has expert Enrolled Agents and Certified Tax Resolution Specialists that specialize in defending individuals before the IRS. Do yourself and your loved ones a favor by exercising their right to have expert representation before the IRS. Call us for a FREE Consultation.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. Don’t do this alone. We can help, and we offer a FREE Consultation. We have very reasonable fees for all of our services. Call us.

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Tax Free Retirement Planning

It really does not matter how much you make, what matters is how much you keep. The IRS is just waiting for your retirement to take up to 50-70 percent of ALL your retirement accounts! Most people are not aware that the 401k, Deferred Comp, Traditional IRAs, and most retirement plans are full Taxable when withdrawn. The only way to keep more, is to have a Tax Favored Retirement Plan. We have that, call us for details.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Audits, Reviews, and Compilations

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Affordable Health Insurance

Everyone needs to have an affordable health insurance plan. The cost of health care goes up every year. We have several options to help you get the coverage you need. Some plans have state and federal assistance to help you buy this coverage. We can also help you sign up for any health insurance company, including the State’s Medical Program! We are Certified Covered California Insurance Agents. Call us for a FREE Quote.

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Life Insurance

This is one of those things that we all need, but don’t really want. We have looked at all types of life insurance and concluded that the best is a plan that gives your family the most TAX-FREE Benefit, for the lowest price. We represent over 100 companies and can get you the best price for this important coverage. Please call us for a FREE Quote.

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Notary Public

Notary Services certify the proper execution of many of the life-changing documents of private citizens — whether those diverse transactions convey real estate, grant powers of attorney, establish a prenuptial agreement, or perform the multitude of other activities. A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us. We provide mobile services. We can come to you if you are unable to come to our office

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Final Expense Insurance

Final Expense Life Insurance can help families deal with grief, rather than worry about burial expenses. A Final Expense policy pays a fixed $20,000.00 Tax Free death benefit directly to your beneficiary, who can use it to help pay all final expenses. Call for an appointment or lets us know we can send you all the information.

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Call today to schedule an appointment!