At JFG Tax & Advisory, they provide professional CPA income tax preparation and proactive…read moreyear-round tax planning. JFG's approach goes beyond simply filing your annual return--their strategies focus on minimizing your tax liability and optimizing your financial outcomes over the long-term.

From the owner: At JFG Tax & Advisory, LLC, it’s not a situation where you just drop off your tax information, then…read morehear from back from me a week later with an invoice. As importantly included in my business’s name, “advisory” is an integral component of the services I offer. I will take the time to get to know you and your business, in order to educate and advise you on how to improve your current and future tax situations. At JFG Tax & Advisory, LLC, there are no delegation of duties to staff who lack expertise and experience. I’m a 1-man firm and plan to keep it that way. I’m involved in every process of your engagement, from start to finish. I have over 25 years of experience in the accounting/tax industry, of which 6 of these years were with the nation’s top 10 accounting firms. I’ve worked with multi-millionaires and their businesses, to individuals and their start-up companies. I’ve seen a lot and will bring my expertise and experience to your engagement.

Tasha is fast and fair she works hard for you. The service I received was great. I had a $36,000…read moretax debt with the IRS and Tasha was able to help me settle for $5370 with 24 payments @ $224.00 the first payment was sent with the acceptance offer I have not felt so much relief. I can now file my taxes every year with out the fear of garnishments and levies.

From the owner: Need Tax Help? Tax Preparation for individuals and small businesses dedicated to helping you make…read morelife easier. Also offers controller service for business and tax planning and accounting text or call 414-436-6078.

I am not sure where to start.... I met with Dan Weist on…read moreFebruary 20th 2018, we went over all forms needed and he told me that once I bring in everything it would take 2 weeks to complete. I uploaded and submitted everything he requested the following week. After 2 weeks I called to check in, as I didn't hear anything. I was told he was behind and 1 more week. A week went by and still nothing... I called, emailed, left messages. No response. After another week I got a hold of Stacy (at this point no one was contacting me, I had to contact them) She apologized and said Dan would call me that evening.... no call. April 2nd I began to Panic, how can a business do this to someone..... I got a hold of Dan, he requested some more info for business expenses. I sent him an email April 4th with all the information. April 11th.... yes a week later, Dan said he was almost done. He told me Stacy would call me to set up an appointment. Stacy never called. I got a text April 18th saying he filled an extension for me. Dan said everything is good to go and we set an appointment for Today April 19th. I just met with Dan and he completely messed up my taxes. The business numbers were off, he was missing expenses and nothing made sense when he tried to explain it. He said he could redo them and have them Monday April 23rd. I said "no thank you" and he said "ok, go somewhere else" I am not sure what else to say I am so frustrated and upset right now. I opened a business in Tosa last year and thought I'd try to give business to another local business. Now I have to start completely over.

I had been here in the past but after Norm retired I decided to go somewhere closer to home, BIG…read moremistake. So now I'm back and couldn't be happier. Randy was so helpful and patient. I'm a newlywed and boy did my husband and I screw up filing. Randy redid everything, righted every wrong and then some. He spent close to 2 hours with me and charged me with what I think is fair price. He will have my repeat service and I plan to recommend him to all my friends.

"Ok I'll bust out the crayons for you"…read more My ex-husband and I went to them to help us with our 2018 taxes after our divorce was final. It was our first time using an accountant, so we had no idea what to expect cost and service wise. First, our final preparation fee was twice what we were quoted. We paid $815. Second, the amounts of what we owed/were refunded fluctuated by hundreds multiple times. Even before they sent our taxes to the IRS, the amounts changed. Nervous, we went ahead and let them file our taxes. When we received notification from the IRS that our taxes were filed incorrectly, we contacted them and asked them to help us understand what had happened. In the text exchange they said "Ok I'll bust out the crayons for you". Our questions brought defensiveness, "I'm unsure if you believe us or not that we have both been in this professional field for 5 years not including college", when all we wanted was to understand why my ex's return was so much less and mine was so much more than expected. We used an accountant so our taxes would be filed correctly. If we were going to send them incorrectly and have the IRS correct them, we would have done the taxes ourselves.

Excellent service. Bryan even stopped by our house to collect all our paperwork and answer…read morequestions. He sent daily updates and in the end, saved us a substantial amount of money on our taxes.

Hired KFN to do my business tax return as well as my personal taxes. Amazing quality, value and…read moreservice. They reviewed prior years returns and found numerous mistakes and/or missed opportunities and amended them resulting in significant money refunded. We use to use one of the big accounting firms, never again! KFN is diligent, very knowledgeable and ask questions that I would have never thought about which helped save significant. overall 10/10! highly recommend!

I'm furious. This con man comes across like he's legit but then doesn't answer his phone as soon as…read moreyou pay him. He didn't file my taxes fully, didn't send me the tax documents. Stay away from this guy. If he tries to respond to my message he might try to say I never did business with him or some other ridiculous thing.