Your Partner in Financial Success
At Jay Chalmers, CPA, we are dedicated to providing highly personalized, secure internet-based income tax preparation services to individuals and business entities in all 50 states. As a certified public accountant (CPA) with a Bachelor of Business Administration in Accounting and a Master of Accountancy, I have 28 years of experience in income tax advising and tax return preparation.
Our Services
We offer a wide range of services designed to help individuals and businesses achieve their financial goals. Our services for individuals include personal financial planning, retirement planning, estate planning, and tax preparation. For businesses, we provide small business accounting, payroll services, part-time CFO services, audits, reviews, and compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, internal controls, and litigation support.
Our tax services include tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, and innocent spouse relief.
We also offer QuickBooks services, including QuickBooks setup, training, and tips, as well as guides for life events, business strategies, investment strategies, and tax strategies for business owners and individuals.
Our Mission
Our mission is to provide proactive, personal, and professional help to reduce our clients' federal and state income tax expense. We believe that high-volume tax preparation companies often don't take the time to take advantage of many tax savings opportunities that are available. That's why we're dedicated to providing confidential and secure CPA tax service, using encrypted internet portals for document transfers, signatures, completed tax return transfers, and IRS-authorized E-filings.
Tax Preparation Services
Overall Experience
The reviewers have had a positive experience with Jay's tax preparation services, praising his professionalism, reliability, and expertise in IRS policy.
Benefits
The services provided by Jay have resulted in cost savings for the reviewers, with one reviewer mentioning that Jay has saved them money on their returns. Additionally, the reviewers have not experienced any issues with the IRS.
Communication and Personalization
Reviewers appreciate Jay's personalized approach, making an effort to understand their individual needs and ensuring their tax burden is minimized.
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