Tax & Financial Planning

Taxes made purr-fectly simple.

Herding numbers so you don't have to. JLG Finance turns tax-season stress into calm, confident clarity — for individuals, families, and small businesses.

16+Years simplifying taxes
2010Serving clients since
ChFC® · EACredentialed advisor
😺 Stress-free filing
+More money staying home
$
1-on-1Personal service
RemoteSecure & easy
Year-roundNot just April
Enrolled Agent (EA)
ChFC® Chartered Consultant
Bank-level security
CFP® Candidate
What We Do

Everything your finances need —
none of the hairballs.

From tax prep to life's big transitions, JLG Finance keeps your money tidy, compliant, and working for you.

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Tax Preparation & Planning

Accurate returns for individuals and small businesses — plus proactive planning meetings so you never overpay come April.

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12-Point Financial Tune-Up

A friendly, whisker-to-tail review of your finances across twelve key areas — so nothing slips through the cracks.

See the checklist
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IRS Notice Resolution

Got a scary letter from the IRS? Don't panic. We handle notices, amended returns, and back-filing calmly and thoroughly.

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Get It Together

Financial organization for the overwhelmed. We help you corral paperwork, systems, and accounts into one calm, clear place.

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Life Transitions

Caregiving, end-of-life planning, and divorce financial planning — steady, compassionate guidance through the hardest chapters.

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Small Business Support

Business returns, entity questions, and planning that keeps you out of hot water — and keeps more profit in your pocket.

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UGA Accounting
Since 2010
Meet Jami

A trusted advisor who actually gets excited about your taxes.

Jami Barkley founded JLG Finance in 2010 with a simple belief: money should feel less like a chaotic litter of loose ends and more like a well-fed, contented cat. With a UGA accounting degree and 16+ years of experience, she blends deep expertise with genuine warmth.

  • Credentialed & continuing: ChFC®, EA, and a CFP® certification candidate.
  • Specialized tools: a power user of Family Law Software & RightCapital.
  • Responsive & diligent: clients rave about how easy she is to work with.
ChFC®Enrolled AgentCFP® CandidateUGA Accounting
Read Jami's Story →
How It Works

Four calm steps to financial clarity

No cattitude, no confusing jargon — just a clear path from stressed to sorted.

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Say Hello

Reach out for a free, no-pressure consult. We get to know you and your goals.

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Gather & Review

Securely share your documents. Jami digs into the details so you don't have to.

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Plan & Prepare

We prepare, plan, and meet — so every decision is informed and every dollar counts.

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Rest Easy

File with confidence and enjoy year-round support. Go on — take that catnap.

Kind Words

Clients who landed on their feet

★★★★★

"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!"

BThe Bates FamilySmall business clients
★★★★★

"An expert tax specialist, especially experienced in divorce financial planning. She is incredibly responsive, diligent and easy to work with. I highly recommend her."

SSara StanichBrooklyn, NY
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Ready to stop chasing your tail at tax time?

Let's make your finances feel calm, clear, and a little more cuddly. Book a free consult with Jami today.

Book Your Free Consult →