Individual & Business Tax

We specialize in navigating the complexities of federal and state tax laws to maximize your benefits. At JJB CPA GROUP we understand that tax preparation is more than just a yearly obligation—it’s a crucial step in managing your financial health, both for individuals and businesses. With a team of experienced CPAs, we provide personalized tax services for individuals, families, and businesses. Our goal is to simplify the tax process for you, ensuring compliance while optimizing your financial outcomes.

Tax Planning and Strategy

Our Tax planning strategy involves a systematic approach to minimizing tax liability and optimizing financial outcomes within the bounds of tax laws and regulations. This process is essential for both individuals and businesses seeking to make informed decisions about their financial activities and investments. Effective tax planning requires a deep understanding of tax legislation, which often involves complex rules that can vary significantly between jurisdictions and over time. Our team of CPAs and financial professionals help you to proactively plan your tax compliance while maximizing your savings.

International Taxation

Our CPA firm prides itself on a deep understanding of international tax laws and global investment landscapes. We understand the complexities and challenges associated with moving assets across borders. Our team of experts is here to guide you through every step, ensuring a smooth, compliant, and efficient wealth transfer process. Whether you are repatriating funds, handling inheritance from overseas, or managing international investments, we provide tailored solutions to meet your unique financial needs while adhering to all regulatory requirements. We have tie up with reputed account firms in India, Middle East, and Canada to support our international tax compliance service.

State and Local Taxes (SALT)

JJB CPA GROUP is a leader in providing specialized sales and state tax services, along with comprehensive audit and refund services. Whether you are facing state tax challenges, preparing for an audit, or seeking refund opportunities, our team of certified public accountants is equipped to deliver precise, strategic solutions. We offer full representation services during sales and state tax audits, acting as your advocate with tax authorities. Our team manages the entire audit process, from initial notification to final resolution, ensuring that your case is handled professionally and efficiently. We also partner with a reputable property tax firm to handle the property tax issues for our business clients.

IRS Representation and Tax Resolution

At JJB CPA GROUP we are a team of CPAs specialized in tax resolution. Our IRS Representation and Tax Resolution services are designed to help individuals and businesses that are facing challenges in meeting their tax obligations, whether it is due to an inability to pay, disagreements over the tax amount owed, or other tax-related issues. The goal is to provide a pathway for taxpayers to become compliant with their tax responsibilities while minimizing the financial strain.

Estate, trust, and gift tax

Estate, trust, and gift tax planning is a critical aspect of financial planning that helps individuals manage the distribution of their assets during their lifetime and upon their death, in a tax-efficient manner. The goal is to ensure that the maximum amount of wealth is passed on to the intended beneficiaries while minimizing the tax burden. This involves understanding and navigating through complex tax laws and regulations related to estates, trusts, and gifts. Our team of CPAs and financial professionals help you to proactively develop a comprehensive and strategic plan tailored to specific situations and objectives.

Payroll Tax Processing

Employee payroll taxes include federal and state withholding, Social Security and Medicare taxes, federal unemployment, state unemployment, and state and local payroll taxes. Businesses are responsible for withholding, reporting, and remitting these taxes to the proper taxing authority to remain compliant. JJB CPA GROUP can assist you by filing the proper tax forms and making payroll deposits.

Crude Oil & Natural Gas Severance Tax

Our team comprises tax professionals with deep expertise in the crude oil and natural gas industry. We bring years of experience and a thorough understanding of the sector’s unique challenges and opportunities. Overpayment of severance taxes can happen due to a variety of reasons, including misinterpretation of tax laws, incorrect tax rate application, or errors in the calculation of the taxable amount. We are committed to providing reliable tax advice and filing severance tax refund claims to ensure that the producers are not overpaying taxes and to recover any funds rightfully owed to them.