I called and left a message regarding notary service several weeks ago. I have yet to receive a…read morecall back.

I've been going here for several years and they do a fantastic job!! I wouldn't have anyone else do…read morethem.

At JFG Tax & Advisory, they provide professional CPA income tax preparation and proactive…read moreyear-round tax planning. JFG's approach goes beyond simply filing your annual return--their strategies focus on minimizing your tax liability and optimizing your financial outcomes over the long-term.

From the owner: At JFG Tax & Advisory, LLC, it’s not a situation where you just drop off your tax information, then…read morehear from back from me a week later with an invoice. As importantly included in my business’s name, “advisory” is an integral component of the services I offer. I will take the time to get to know you and your business, in order to educate and advise you on how to improve your current and future tax situations. At JFG Tax & Advisory, LLC, there are no delegation of duties to staff who lack expertise and experience. I’m a 1-man firm and plan to keep it that way. I’m involved in every process of your engagement, from start to finish. I have over 25 years of experience in the accounting/tax industry, of which 6 of these years were with the nation’s top 10 accounting firms. I’ve worked with multi-millionaires and their businesses, to individuals and their start-up companies. I’ve seen a lot and will bring my expertise and experience to your engagement.

Frank Becerra has been doing my taxes for around 6 years. I met him back when we both served on the…read moresame board of directors for a south side community center. I had been using Turbo Tax and I didn't like the numbers that Turbo Tax came up with so I asked him to take a look. He found an issue with the depreciation amount that Turbo Tax defaulted to and fixed the problem. I've been going to him ever since instead of Turbo Tax. Sure an accountant costs more than Turbo Tax but it's worth it for some folks. I own a property so my tax deductions get messy and I prefer that the IRS not audit me, so I'll let a professional ensure I don't make dumb mistakes. He does electronic filing if you want him to and he'll have it all done for you in one visit.

From the owner: Bookkeeping, Payroll and Taxes for businesses and personal.read more

Really wished I had done more research before going with Brett to do my 2020 taxes. When my husband…read moreand I dropped off our documents we were told by Brett that he would have it done within a week. Fast forward 3 weeks and 3 different phone calls from either my husband or I and we still do not have anything back. That was about the time that it seems like he finally started on it. He asked us a few more clarifying questions and told us he would have it back in a day or so. Mind you he had stopped responding to me altogether. He would only correspond with my husband which I found to be VERY sexist and beyond infuriating. Finally a month after we met with him/ started this process, he sent my husband an email with our tax information. It seemed VERY inaccurate so we started doing our own on turbo tax as a gut check. My husband emailed him back asking to clarify how those numbers came about. And then all of a sudden within a few hours he "re-ran the numbers" and they came back significantly different than the first set of numbers.. All in all we felt so uncomfortable with it that we ended up going to HR Block. WHICH came up with a completely different set of numbers. Please do not go to this man if you are looking to be treated fairly, promptly, OR accurately!

Brett is incredible. He was affective, timely and professional. Moving forward I will be using him…read moreevery year.

"Ok I'll bust out the crayons for you"…read more My ex-husband and I went to them to help us with our 2018 taxes after our divorce was final. It was our first time using an accountant, so we had no idea what to expect cost and service wise. First, our final preparation fee was twice what we were quoted. We paid $815. Second, the amounts of what we owed/were refunded fluctuated by hundreds multiple times. Even before they sent our taxes to the IRS, the amounts changed. Nervous, we went ahead and let them file our taxes. When we received notification from the IRS that our taxes were filed incorrectly, we contacted them and asked them to help us understand what had happened. In the text exchange they said "Ok I'll bust out the crayons for you". Our questions brought defensiveness, "I'm unsure if you believe us or not that we have both been in this professional field for 5 years not including college", when all we wanted was to understand why my ex's return was so much less and mine was so much more than expected. We used an accountant so our taxes would be filed correctly. If we were going to send them incorrectly and have the IRS correct them, we would have done the taxes ourselves.

Excellent service. Bryan even stopped by our house to collect all our paperwork and answer…read morequestions. He sent daily updates and in the end, saved us a substantial amount of money on our taxes.

Hired KFN to do my business tax return as well as my personal taxes. Amazing quality, value and…read moreservice. They reviewed prior years returns and found numerous mistakes and/or missed opportunities and amended them resulting in significant money refunded. We use to use one of the big accounting firms, never again! KFN is diligent, very knowledgeable and ask questions that I would have never thought about which helped save significant. overall 10/10! highly recommend!

I had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.

Easy to recommended. Help us with our financials and avoided a huge tax charge, actually reversed…read moreit. Our financials and baking process were put in order and we passed the audits to continue services with our banks.

From the owner: Do you wish your current accountant was more involved and responsive? Do you wish to have better…read moreclarity over the financial state of your cannabis business? Please reach out to me if you want any of your Tax Accounting or Capital needs met.