Advisory Services

Strategic Guidance for Confident Growth

At JM Tax Advisory & Bookkeeping, we go beyond bookkeeping and compliance. We also act as your trusted financial partner. With over 13 years of tax and finance experience, including nearly a decade at the IRS, we understand the big picture. Our advisory services are designed to give you clarity, direction, and actionable strategies that keep your finances healthy and your business moving forward.

Whether you’re a startup looking for guidance or an established business ready to level up, we tailor our approach to fit your goals.

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Our Advisory Services

CFO Services

Not every business needs a full-time Chief Financial Officer, but every business can benefit from CFO-level insight. We provide financial strategy, cash flow analysis, budgeting, and forecasting so you can make informed, profitable decisions.

Payroll Services

We manage payroll processing, tax withholdings, and reporting, prioritizing accuracy, timeliness, and compliance with federal and state regulations.

Sales Tax Compliance & Advisory

Sales tax rules can be complex and ever-changing. We handle your filings, keep you updated on changes in the law, and make sure you remain compliant in every state you do business.

Tax Planning

Strategic tax planning is the key to reducing liabilities and keeping more of what you earn. We develop proactive strategies tailored to your unique business, helping you take advantage of deductions, credits, and timing opportunities.

Business Accounting Services

From monthly reconciliations to financial statement preparation, we ensure your records are accurate, organized, and audit-ready, so you can trust your numbers at every stage.

Financial Advisory & Decision Support

We analyze your financial data and provide clear, actionable advice to support business growth, investment opportunities, and operational improvements.

Expertise You Won't Find Anywhere Else

We combine insider IRS knowledge with real-world business experience to deliver advice that works in practice, not just on paper. With us, you’ll have a partner who sees both the details and the big picture, helping you avoid pitfalls, seize opportunities, and move forward with confidence.

Frequently Asked Questions

Explore Our Common Queries and Solutions

What services are included in the Basic Plan?

The Basic Plan offers access to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.

How often will I receive financial reports with the Pro Plan?

With the Pro Plan, you will receive quarterly financial reports along with all the features of the Basic Plan, tax-saving advice, and a dedicated account manager.

What additional support does the Premium Plan offer?

The Premium Plan includes weekly financial updates, comprehensive tax planning, unlimited phone support, and personalized business growth strategy, along with all features from the Pro Plan.

How do I contact customer support?

You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.