JB Tax & Financial Services - Anchorage, Alaska

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For individuals and businesses seeking comprehensive financial guidance and reliable service, JB Tax & Financial Services presents a compelling option. Located at 2640 E 112th Ave, Anchorage, AK 99516, United States, this established firm offers a robust suite of services designed to simplify financial management and promote long-term financial well-being. Reaching them is easy via Phone: 9075635775, or through their informative website at Website: jamieberge.com.

About JB Tax & Financial Services

JB Tax & Financial Services is a women-owned business dedicated to providing personalized and professional financial solutions. With a strong commitment to client satisfaction, the firm specializes in three key areas: Financial Planning, Bookkeeping Services, and Payroll Services. The firm’s founder, Jamie Berge, brings a wealth of experience and a client-centric approach to every engagement. They pride themselves on building lasting relationships based on trust and transparency.

Specialties and Services Offered

• Financial Planning: JB Tax & Financial Services assists clients in developing and implementing comprehensive financial plans tailored to their specific goals, whether it’s retirement planning, investment management, education funding, or estate planning. They take a holistic approach, considering all aspects of a client’s financial life.
• Bookkeeping Services: Maintaining accurate and up-to-date financial records is crucial for any business. JB Tax & Financial Services provides reliable bookkeeping services, ensuring businesses stay organized and compliant with tax regulations.
• Payroll Services: Managing payroll can be a complex and time-consuming task. JB Tax & Financial Services streamlines the payroll process, handling everything from calculating wages and taxes to generating paychecks and filing payroll tax returns.

Accessibility and Client Experience

JB Tax & Financial Services is committed to providing a welcoming and accessible environment. The office is equipped with a Wheelchair-Accessible Car Park, Wheelchair-Accessible Toilet, and a Wheelchair-Accessible Entrance. Furthermore, the firm is LGBTQ+ friendly and requires Appointment Required, which allows for a more focused and personalized consultation experience. Appointments are highly recommended to ensure sufficient time is allocated to address all client needs. Their longstanding presence, indicated by clients who have used their services for at least 15 years, suggests a dedication to consistent quality and reliability. The consistently positive feedback regarding their payroll services, often described as a “pleasant experience,” highlights their professionalism and efficiency in this area.

Client Feedback and Reputation

The company has garnered a strong reputation within the Anchorage community, evidenced by its impressive Average opinion: 5/5 rating on Google My Business, with 12 reviews available for review. This exceptional rating reflects the high level of client satisfaction and the firm’s commitment to delivering exceptional service. While the firm is strategically focusing on newer pursuits and scaling back certain services, the longevity of their client relationships underscores their value and expertise. The emphasis on diligent and proficient work, as repeatedly noted by clients, demonstrates their commitment to accuracy and attention to detail. The firm’s adaptability, combined with its established history, positions it as a trusted partner for individuals and businesses navigating the complexities of financial management.

Contact Information and Additional Details

To schedule an appointment or discuss your financial needs, please contact JB Tax & Financial Services at Phone: 9075635775. You can also visit their website at Website: jamieberge.com to learn more about their services and schedule an appointment. They operate from their Anchorage location at 2640 E 112th Ave, Anchorage, AK 99516, United States. The firm's commitment to accessibility, as demonstrated by its wheelchair-accessible facilities, further enhances the client experience. Moreover, the firm’s focus on building lasting relationships suggests a dedication to providing ongoing support and guidance.

In essence, JB Tax & Financial Services represents a dependable and experienced resource for a wide range of financial needs. Their combination of specialized services, client-focused approach, and commitment to accessibility makes them a valuable asset to the Anchorage community.

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"summary": "JB Tax & Financial Services is a reputable, women-owned firm offering financial planning, bookkeeping, and payroll services with a 5/5 average customer rating, emphasizing client satisfaction and long-term relationships.",
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👍 Reviews of JB Tax & Financial Services

Ty

5/5

Have used JB tax for at least 15 years. Top-notch, A-1, excellence. Thanks for your diligent and proficient work.

Joyce Z.

5/5

Have used JB Tax for payroll for many years. Always a pleasant experience. Hate to see them give up this portion of their services, but wish them the best as they concentrate on newer pursuits.

Mike T.

5/5

Jamie and her team are terrific. This was our first year using JB and it was straightforward and efficient to transfer our tax history and records. Jamie and team were responsive to questions and requests. They are now helping us navigate business healthcare and have recommended other competent professionals to assist. Highly recommend JB Tax and Financial Services for any tax or financial needs.

Steve R.

5/5

A hard working family business helping keep our own family business on track with payroll and tax services. We couldn't do it without their help!

Robert C.

5/5

As always a great and timely job

Clinton M.

5/5

Betty D.

5/5

Caleb W.

5/5