More than just taxes

Preparing taxes is not complicated.  Knowing current regulations, prospective legislation, industry trends and applying them to your financial situation can be.  Our services are more than just putting numbers on a form to satisfy a filing requirement.  By giving you insight into the filings, perform comprehensive planning, understand your situation and develop affordable strategies, we can help you avoid costly decisions.  We build relationships and maintain levels of service above and beyond your expectations.  We pride ourselves in knowing that we can assist you no matter what your level of income, current business structure or financial goals.

Mission

Our mission is to help our clients understand complicated tax regulations resulting in both financial common sense guidance and a minimized tax liability. Our expertise is focused on providing sound tax planning and preparation to help our clients achieve their financial goals. Through communication and a laid-back work environment, we are able to provide high quality tax and related professional services. We understand that responsiveness and personal attention to every client is essential to our shared success. We are experienced and we are responsive.

Our Story

Founded on December 2, 2011, (jlc,cpa,llc) aims to change your attitude towards an industry steeped in conventional thought and unvaried stereotypes.  After spending over 14 years at local firms that tediously counted billable hours and gave clients a number, rather than a name, Jason set out to pave his own path.  A path prescribed by his own philosophy on client service and industry insight.

In November of 2013, Kate Smith (now known as Kate Beam) became the firm’s first employee.  Her intelligence, desire to learn and work ethic were unmatched.  In January of 2019, Kate was promoted to Shareholder, took part of the ownership of the firm, and dedicated her career to service to her clients following the same values that Jason founded the firm on.

Today, we are six people strong working together to ensure that our clients’ success is front, forward and a part of our own business goals.  One of the best compliments that we have ever received is “you are different from other CPA’s and accountants.”  Time and time again , our clients come back for the advice, service and bond that we create with every client and colleague that we have the opportunity to work with.

Values

Integrity – meet our professional responsibilities in an ethical and objective manner.

Quality – deliver high quality professional services that meet client needs and exceed their expectations.

Professionalism – strive to grow and learn, both technically and physically, so that we are recognized as educators and thought leaders in our industry and fields of expertise.

Priorities – place the well-being of our families, spirituality and country front and foremost in every aspect of our lives.

Confidentiality – ensure that the sensitive data we are entrusted with is protected without regard to cost and convenience.

Culture – provide an environment that stresses the importance of professional development and client support, while focusing on a healthy work-life balance.

Dignity – treat every individual and relationship with respect, regardless of monetary value and  investment of time, or the age, race, gender, religious beliefs or sexual orientation of those involved.

Community – support the communities in which we live, play, and work with our human and financial resources.

Commitment

We treat our clients with courtesy and integrity and we serve everyone regardless of age, gender, race, religion, or sexual orientation. Our firm guarantees efficient, honest financial services that achieve remarkable results.

Record

Our consistent record of uncompromising ethics instills confidence and trust. We use advanced technologies to ensure up-to-the-minute financial information. This allows us to respond quickly and give you the most relevant financial information and perspectives.

  • Cost effective solutions for all of your financial needs
  • Tax planning and preparation specialist
  • Individual and corporate taxes
  • Litigation support

There are other accounting firms you could choose but, our clients have chosen us time and time again for our efficient, high-quality services and our attention to individual needs.