jb tax and finance renton

Phone: (425) 681-1715 | Contact JB Tax and Finance

  • Home
  • About Us
  • Life Stage Planning
  • Business Services
  • Tax Services
  • Contact Us

Family, Life Stage Planning

Recent grads, parents, employees, business owners, pre-retirees, and suddenly singles can find a helping hand ready to listen, care and create a plan for the future. Although there are no cookie cutter answers to your unique financial situation, there are planning principles and tools to fit within your circumstances. Perhaps you need help deciphering your accounts and your choices and weighing out your options? Maybe you need additional assurance or a review of past decisions? Or maybe you have an important decision the needs to be made soon? Let me help you look at the full picture from many angles to make sure you have all the facts and can make a truly informed decision.

Here are some examples of how JB Tax and Finance can help:

  • Young adult's first tax return - a rite of passage that will educate!
  • Getting married - What happens when we combine our financial lives? What should we look out for?
  • Home purchases – Can a Mortgage Credit Certificate help? Other options for the 1st or 2nd or 3rd time home buyer.
  • Starting a business – foundation is everything, know your responsibilities.
  • Protecting assets – do I really need insurance? a will? Etc? What about a trust?
  • Asset Accumulation – selecting and monitoring the options.
  • Retirement Planning - create a plan for future income and not run out of money.
  • Separation, Divorce - what choices will create the best outcome?
  • End of Life - charitable giving, trust accounts, estate planning, beneficiaries, inheritance

Your financial life is at stake. Let me help you Save Money And Reduce Taxes.

renton tax planning renton risk management renton retirement planning

Downloadable Files

  • Emergency Preparedness For Your Financial House
  • Life Insurance Buyer's Guide
  • Long Term Care Shopper's Guide
  • Spending Worksheet
  • Understanding Social Security Benefits
  • Get your free Credit Report
  • Get your Social Security Statement
best renton 2011
find jb tax and finance on facebookfind jb tax and finance on LinkedInauthorized irs e-file provideraccounting & financial women's alliancenational association of tax professionals

JB Tax and Finance, LLC - Retirement Planner - Renton Tax Preparations - Insurance Agent - (425) 681-1715

© 2010-2023 JB Tax and Finance, LLC - All Rights Reserved | Created By: Easy Click Website Designs and Services

janice brady