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Get expert Income Tax Preparation, Accounting  and bookkeeping Services with confidence, backed by over 20 years of experience

Services

At JML Financial Group, Inc., we provide expert income tax preparation for individuals, businesses, corporations, and nonprofit organizations. We also offer reliable bookkeeping and accounting services nationwide. With over 20 years of experience, we help you stay organized, compliant, and financially on track—so you can focus on what matters most.

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Tax Preparation

We take care of tax preparation for individuals, businesses, and nonprofits. Let us help you make sense of your tax forms and filings, so you can focus on what matters most to you.

What we can assist with:

  • Federal and state tax returns
  • Staying up-to-date with tax law changes
  • Organizing your records for tax time
  • Maximizing your eligible tax deductions
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Accounting Services

We turn your numbers into easy-to-understand reports that help you make smart decisions. With our 20+ years of experience, we handle accounting for businesses and nonprofit organizations across the country.

Our accounting services cover:

  • Financial statement preparation
  • Year-end reviews
  • Account reconciliation
  • Guidance on best accounting practices
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Bookkeeping Services

We keep your finances organized so you don’t have to stress about the details. With us, you’ll always know exactly where your money is going. We handle both personal and business bookkeeping for individuals, companies, and nonprofits.

Our bookkeeping services include:

  • Tracking income and expenses
  • Categorizing transactions
  • Monthly or quarterly statements
  • Reports that help you stay on top of your finances
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Financial Consulting

If you’re looking to grow or just need help planning your next steps, we’re here to support you. Our team listens to your needs and works one-on-one with you to create a plan that fits your goals.

Our consulting services include:

  • Personal and business budgeting advice
  • Cash flow planning
  • Setting up financial systems
  • Ongoing support for better money decisions
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Common Questions

We use secure systems to protect your information and keep it confidential. Only authorized team members have access to your records, and we follow strict privacy guidelines to keep your data safe.

Our pricing depends on the type and scope of work you need. We offer flexible plans for individuals, businesses, and nonprofits, so you only pay for the services you use. Your initial consultation is free, and we always discuss pricing up front—so there are no surprises.

Yes, we work with clients all across the United States. Our income tax preparation, accounting, and bookkeeping services are available nationwide, so you don’t have to be in California for us to support your financial needs.

We bring over 20 years of experience in income tax preparation, bookkeeping, and accounting. Our team has worked with individuals, businesses, and nonprofit organizations, giving us the expertise to handle a wide range of financial needs with confidence.

Yes, we work with both individuals and businesses. We also help nonprofits. Our services are tailored to fit the unique needs of each client, no matter their size or background.
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