Our Process With Your Tax Preparer
Fast, organized, and easy to follow—so you always know the next step.
Why Choose JB Realty & Tax Solutions as Your Tax Preparer
As your tax preparer, we provide clear guidance, secure handling, and year-round support. We help individuals and small businesses across California and nationwide. You’ll always get direct attention from a trusted tax preparer.
In other words: we explain everything clearly, help you avoid mistakes, and guide you through each step with confidence.
We guide you step by step so you can file with clarity, confidence, and peace of mind.
Benefits of Working With a Trusted Tax Preparer
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Personalized Tax Guidance
We take the time to understand your situation and build a plan that fits—not a one-size-fits-all approach.
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IRS Certified Acceptance Agent (CAA)
Authorized to verify original documents for ITIN applications—reducing risk and avoiding mailing sensitive originals.
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ITIN Applications & Renewals
New ITINs, renewals, and corrections handled accurately and efficiently—with clear next steps.
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Built for Individuals & Small Businesses
From W-2 employees to LLCs and S-Corps, we keep you compliant and confident all year.
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Secure & Confidential Process
Your information is handled with strict confidentiality and secure systems—because trust is everything.
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Clear Communication, No Surprises
We explain things in plain language so you always know what’s happening and why.
1
Quick Conversation
We learn what you need and what documents apply to your situation.
2
Review & Strategy
We identify deductions, risks, and a clear plan to stay compliant.
3
Prepare & File
We handle preparation and filing accurately—no last-minute stress.
4
Year-Round Support
Questions, notices, planning—support stays available beyond tax season.
Services With a Trusted Tax Preparer
We provide personalized tax and business solutions designed to keep you compliant, organized, and financially confident year-round.
Personal Tax Preparation
Accurate preparation of individual tax returns, including W-2s, 1099s, deductions, and credits.
LEARN MORE →Business Tax Services
Tax preparation and compliance for LLCs, S-Corps, sole proprietors, and small businesses.
LEARN MORE →IRS & State Tax Support
Assistance with notices, letters, compliance issues, and general IRS or state tax questions.
LEARN MORE →Bookkeeping & Reporting
Monthly bookkeeping, reconciliations, and financial organization for small businesses.
LEARN MORE →Tax Planning & Strategy
Proactive planning to minimize tax liability and avoid surprises.
LEARN MORE →Secure Document Upload
Safe and secure submission of tax documents such as W-2s, 1099s, and financial records.
LEARN MORE →Ready to get clear answers
about your personal or
business taxes?
Schedule a free consultation to get clear, personalized guidance for your personal or business tax needs.
FREE CONSULTATION
Call: +1 818 389 8144