JBrooks Wealth Advisors supports clients with tax preparation and tax planning rooted in long-term wealth goals. Expect practical advice and a smooth process—even during tax season.
Tax preparation, planning, and advisory support—built for clarity and confidence.
State and federal returns prepared accurately with organized documentation.
Strategy sessions and proactive recommendations based on your goals.
Support for key tax matters, structure decisions, and planning for growth.
Tax decisions aligned with retirement, investing, and long-term planning.
Clear starting points — final fees depend on complexity and scope.
Common starting points (final quote depends on documents, entities, and timelines).
Feedback from clients who value responsiveness, professionalism, and clear recommendations.
I have had the pleasure of working with Jeff for the past 3 years. He has prepared our state and federal Tax Returns. I have been impressed with Jeff and always found him to be professional and responsive. His tax advice has been very helpful. I have always taken his recommendations and it's been nice working with such a pro. The staff at JBrooks Wealth Advisors is great...cheerful even during the stress of tax season.
Jeff and his team have been preparing my taxes for several years now. His tax planning and knowledge of tax prep is excellent. I have full confidence in everything they do for me.
We are a new client with Jeff, but have been extremely impressed with their responsiveness and professionalism since moving our tax work to his company. As others have posted, Jeff is extremely knowledgeable on key tax matters.
We’re hiring for roles that value precision, client service, and proactive thinking.
Reach out to schedule a consultation or visit our Phoenix office (map included).
4647 N 32nd St Suite B245, Phoenix, AZ 85018, United States
CPA, CFP, PC