About Us
Over thirty years in tax & accounting preparation, Jackie Wheatley has extensive experience in representing individuals, couples, small businesses and non-profit organizations.
The products and services we offer
Recommendations Received (18)
"Jax is great, helped both my daughter and I."
"Jax and her company did a great job for me on taxes as I grew my business"
Products & Services
We help Small Business Owners navigate the sometimes difficult waters of entreprenuership. Entrepreneurs often get lost and lose sight of their pas...
Jax has first-hand familiarity with the oft complicated legal and financial arrangements of queer couples. Jax doesn’t just understand such complex...
Recommendations Given (17)
"Prompt service. They did a GREAT job!"
"Ethan is amazing - his work is top notch and very prompt."
Recent Activity
I have clients with both situations. I agree - where there are multiple companies using desktop is much better. We use a product called Qbox for file sharing that is awesome and we not longer have to worry about version control. Additionally - Desktop is better when there are complex reporting...
(more)
I have clients with both situations. I agree - where there are multiple companies using desktop is much better. We use a product called Qbox for file sharing that is awesome and we not longer have to worry about version control. Additionally - Desktop is better when there are complex reporting requirements.
Online is quite popular with "do it yourself" - We have a specialist in our office for the Online clients as their needs are often much different.
Generally Quick Books Online is the best of them all.
(more)
Generally Quick Books Online is the best of them all.
Some small businesses will not benefit much from the new code. Especially my S-Corporations who provide professional services as they are not allowed the pass through income deduction. Given the new law - where ever possible - I will most likely shy away from S-Corp in favor of a C-Corporation...
(more)
Some small businesses will not benefit much from the new code. Especially my S-Corporations who provide professional services as they are not allowed the pass through income deduction. Given the new law - where ever possible - I will most likely shy away from S-Corp in favor of a C-Corporation now.
Word of mouth from "A" Clients!
(more)
Word of mouth from "A" Clients!
