Personal CFO

Tired of relying on DIY sites for filing taxes that leave you scratching your head and that don't help you the rest of the year? Do you have an accountant who bills you every time you ask a question?

Let JWellsCFO help you with your taxes & personal finances, with less drama & stress! We cover individuals & families who need more than just filing a tax return. Most people come across financial questions throughout their day-to-day life, and expert answers—especially ones tailored to your situation—can be hard to come by!

After a free intial consultion, we work with you throughout the year to offer the following:

  • Flat, monthly billing You never get charged for emails, calls, responding to revenue agency notices, or tax return preparation. The monthly charge includes all that!
  • Tax planning & preparation We handle your tax returns & tax questions throughout the year.
  • Financial advising We get back to your emails, calls, or text promptly. You can schedule video calls with Jeremy or Erica that suit your schedule.

We'll be by your side offering guidance and expertise to help you achieve success. DIY is cheaper... Until it isn't. Don't go it alone!