Jd Tax And Accounting Services

Elder care sits alongside the tax work here, offered as a role looking out for an older relative's financial interests. The rest divides between individuals and small businesses: personal financial planning on one side, small business accounting and payroll on the other, with tax preparation and tax planning across both. QuickBooks runs through a good deal of it — setup, training, answers to one-off questions, and a tune-up for books that have drifted — and Certified ProAdvisor status is among the qualifications claimed. The others are an Enrolled Agent credential, a Master of Science in Accountancy and AICPA membership; the IRS register matched an Enrolled Agent. Clients are given a password-protected portal for storing and retrieving their financial documents.