At JPS, we have a team of highly qualified and experienced specialists who work hand-in-hand with individuals and business owners to help them maximize and protect their financial assets. Since the foundation of our firm is serving small to mid-sized, closely-held and family-owned businesses and individuals in our community, we recognize that financial planning touches every part of an individual’s livelihood. We provide these clients with a suite of solutions-driven services with the goal of ensuring both short and long-term professional and personal success. For all of our individual clients, we offer planning services for both simple and complex matters, always providing a level of service that places us above the rest.

Services include:

• Tax management and planning
• State and federal tax return preparation
• Financial planning and wealth management
• Estate planning
• Retirement planning

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