Simplifying the complex world of taxation!
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With all the constant changes in the tax laws, how do we know how this all applies to us? It can be a challenge! I can help clear the confusion.
I enjoy reading up on the latest tax laws and strategies and figuring out how they apply to my clients' circumstances. Tax planning is a necessary and integral part of the financial planning process, and I will do my best to make it as simple and painless as possible!
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What are your tax issues?
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How do I reduce my taxable income to lower my tax liability?
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Can I defer my income to help me postpone the payment of taxes?
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Can I change my portfolio to permit tax management of my investments?
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What changes can I make to my small Business to maximize tax savings?
Who Is Jami Barkley?
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I founded JLG Finance because I enjoy helping individuals and small businesses find financial success. My years of accounting, financial planning, tax, and business ownership experience make me a great fit for your family, business, or practice. Technology has become an important part of client engagement that allows me to meet your financial needs without you leaving your home or office.
As a seasoned tax preparer, I can provide professional tax preparation and planning services to individuals and small businesses. I also handle IRS notices and Amended returns.
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In addition, I also
help Financial Advisors build high-level tax-focused financial and tax plans for their clients.
I take the protection of your data very seriously, so I utilize an IRS-approved portal. You can find my Data Security Policy on my Tax Preparation Process page
Client Testimonials
Jami has been preparing our tax returns for several years. She has kept us out of hot water with our business return and the planning meeting helps us not overpay taxes. She's awesome!
Jami is especially experienced in divorce financial planning, and a power user of Family Law Software. She also an expert tax specialist and experienced Right Capital user. She is incredibly responsive, diligent and easy to work with. I only wish had I had more work for her now! She's been working with me about 2 years, and I highly recommend her. Sara Stanich, Brooklyn NY