"Optimize Your Refund Through Expert Tax Guidance"
At JLS Wealth Services, we started with a simple goal: to help you achieve your financial dreams. As we've grown, we've learned a lot about taxes and adapted to the changing needs of our clients. Our main focus is to make sure you get the most out of your tax refund and provide the financial support you need for a better future. We're all about excellence, integrity, and personalized service, making your financial well-being our top priority. Join us, and let's take the first steps towards financial success together!

our services

Proactive tax planning is key to financial success, and at JLS Wealth Services, we offer comprehensive Tax Planning Services to help you navigate the ever-changing tax landscape. Our experienced team analyzes your financial situation, identifies potential tax-saving opportunities, and formulates a customized plan to minimize your tax liabilities. We are dedicated to empowering you with the knowledge and strategies needed to make informed financial decisions before April 15th!


We understand the importance of preserving your wealth for future generations. Our Estate and Inheritance Tax Planning and Support services are designed to help you navigate the intricate landscape of taxes associated with estates and inheritances. We work closely with you to develop strategies that minimize tax liabilities, ensuring a smooth transfer of assets while maximizing the financial well-being of your beneficiaries.

Our Clients

Terrence, 2022

"I was expecting to owe money, but Jenee got me over $9,000 back on my tax refund. It was seriously life changing for me! She found deductions I had no clue about. Jenee isn't just about taxes, she's about changing lives! Now I'm even planning to have her help me figure out how to buy a home next year. She's awesome, and JLS Wealth Services is the real deal!"
Brenda, 2023

"For the past 20 years, Jenee has been doing my taxes. She's also my go-to for money advice. Jenee helped me figure out how to buy my first house back in '08. I trust her with MY LIFE, and she's my go-to for anything money-related! Every year, I get a decent tax return and practical advice. She keeps it simple and reliable, and that's why I stick with her. I appreciate her straightforward and dependable advice every year. JLS Wealth Services is my trusted source for all things money, and I can't thank them enough!"
Jasmine, 2023
FAQS
It's a straightforward process! Begin by scheduling a consultation over the phone or Zoom through our website. During the consultation, we'll provide you with a quote for your expected refund. Choose between an upfront preparation fee or have it deducted from your tax refund. Following the consultation, your tax paperwork will be promptly submitted, and you can anticipate receiving your refund in approximately 21 days, as governed by the IRS timeline. If you have any questions or need assistance along the way, our expert team is readily available via message or phone call to support you through the entire process.
What sets JLS Wealth Services apart is our unwavering commitment to personalized service and financial empowerment. Unlike other tax preparation businesses, we don't just stop at filing your taxes – our main goal is to help you use that money strategically to improve your life. We understand that each taxpayer's situation is unique, and we tailor our services accordingly. Our experienced team excels in handling complex tax scenarios and stays updated on the latest regulations. What truly differentiates us is our dedication to your overall financial well-being. Beyond tax season, we provide year-round support and transparent pricing, ensuring you have access to expert advice whenever you need it. Whether you're dreaming of starting a new business, buying a home, preparing for a new addition to the family, or pursuing higher education, we are here to support you on your journey to a better life.
Absolutely, your information is secure with JLS Wealth Services. We prioritize your safety, utilizing cutting-edge security measures to protect your personal and financial data. When you choose our services, you'll sign a consent form allowing us access to your necessary information. Rest assured, we use Tax Pro, an encrypted platform, ensuring your details are always kept secure and confidential. Your privacy is of the utmost importance to us, and we take every step necessary to maintain the trust you place in our services.
Our Mission