About us

About Our Tax Practice

Ever wondered why you should choose our service? Let me tell you. Think about your taxes over the past three years. Maybe you’ve visited a nice tax office, answered some questions, and left with your refund or tax bill, but without any real advice. Why is advice crucial, even if you're getting a refund? Because a refund often means you've OVERPAID! And if you owe money, then you definitely need guidance to avoid future bills. Most tax preparers aren't equipped to help you here. We, on the other hand, practice what we preach. We use the same strategies we recommend to our clients to manage our own taxes. When was the last time your tax professional helped you lower your tax burden or MAXIMIZE your refund? If you can't remember, it's time to switch to a service that truly has your back. Let us help you make every dollar count. #SmartTaxes #MaximizeRefunds #MinimizeBurden

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James Hall - CEO/Senior Tax Preparer

 

James is the Senior Professional Tax Preparer. He is partnered with his wife and Co-Owner Chona Hall. Both are well versed in the tax laws and consistently looking to bring more understanding to taxpayers. They started out partnering with a financial education company that helped educate them on the tax laws. That intrigued them to begin doing further research on the tax laws and how to practice tax minimization in their own lives. They leveraged that understanding and began J & C Financial Services, LLC. 

 

We are a technology-powered remote firm!

 

They are hosted out of Falling Waters, WV serving clients remotely using a secure client portal, and mobile apps to stay better connected to their clients. Through leveraging technology, they are able to partner with clients nationwide. Clients are able to get a simple user-friendly experience in tax preparation and tax planning services. They are empowered to educate and freely do so with their clientele. 

 

Together, with their team, they are making a positive impact in the Tax Professional industry. Take a look at the user-friendly secure client portal below. If you'd like to discuss partnering with J & C Financial Services, click on BOOK APPT here or below.