MY COMPANY AT A GLANCE

• Tax return experience for both personal and small businesses
• CPA quality taxation and accounting work
  
• Small business bookkeeping and advisory
• ​Situational/Accounting Advisory Services
  
• Payroll done in tandem with Payroll Services
• ​Hourly consultation meetings
  
• Tax planning
• Small business legal formation (advice and/or creation)

SOME OF THE BENEFITS YOU WILL ENJOY INCLUDE:

SOME OF THE KEY PRODUCT OFFERINGS:

• The experience & knowledge from being a licensed CPA for 30+ years​
  
• Personalized service
• Tax and/or accounting fees agreed in advance 
• Provided reasonable expectations about service timing
• Tax planning (if requested)​​
• Significant understanding of products and types of business.​

YELP! RATED TOP 10 CPAs FOR TAXES

My private practice, accounting business was founded in 2011 to assist clients with handling their tax and/or small business bookkeeping needs.  Clients work with me from all over the country after searching for an accountant who is personable, highly competent and professional.

At JEM Financial Group, I am dedicated to providing you with the highest level of skill and personalized service possible.   In my 30+ years as a CPA, I have broad experience in the various facets of small business and individual accounting needs. 

Some things about me: BA in Accounting and a Masters of Science in Finance.  Have worked for privately held companies, a top ranked accounting firm (Price Waterhouse ) and also managed mutual funds (up to $1.2 Billion in Assets).  My skills, talents and opinions have been featured in many publications including the Wall Street Journal, Money Magazine, Barron's and Forbes.