Services

Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

  • Bookkeeping/Write-Up
    Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
  • Financial Statements
    Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

  • Tax Planning
    Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
  • Tax Preparation
    Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
  • Estate, Gift and Trust Tax Return Preparation
    Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

  • Management Advisory Services
    Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
  • Business Valuations
    Our firm provides cost-effective business valuation services, quickly and efficiently.
  • Business Succession Planning
    Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

  • Retirement Planning
    It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
  • Investment Review
    Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.

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J & I TAX SERVICES, INC.

3072 Brighton Beach Avenue - 2 Floor ● Brooklyn, New York 11235 ● Tel: (718) 372-7723 ● Fax: (718) 872-2222

Email: taxmen@yourtaxmaven.com