Woodstock Tax CPA Serving Holly Springs, Canton, Acworth GA

Welcome to Jeffrey L. Jackson CPA LLC

We are a full service income tax & accounting firm serving individuals and businesses in the Canton, Woodstock, Holly Springs and Acworth areas of Georgia. We provide a broad range of financial services to our individual and business clients including income tax preparation, tax planning, tax compliance, bookkeeping, and payroll. We focus on helping you achieve your financial goals while implementing tax-saving strategies.

Our firm is comprised of tax and accounting professionals each with 30+ years experience. And as professionals, we keep up-to-date with the latest tax laws and accounting rules. We are ready to put our knowledge to work for you.

When you put your accounting and tax needs in our hands, we will keep you in compliance and on solid financial ground.

INDIVIDUAL SERVICES

We use our expertise and experience to assist clients in reaching their financial, tax, and retirement goals.

BUSINESS SERVICES

We provide accounting, tax, and payroll services to help our clients reach their financial goals and stay in compliance.

TAX SERVICES

Through our tax planning and preparation services, we help clients reduce their tax bills. Don't pay more tax than required.

We Help You Reduce Taxes and Save Money

As professional tax advisors, we strive to help you keep more of your money. For us, tax preparation is more than just entering information into the tax software and printing out the results. We review each client's specific tax situation to find opportunities that can help them save money.

Tax planning achieves the greatest results when performed prior to year-end. However, there are a number of tax-saving opportunities available after year-end but before April 15th (or the filing deadline). These opportunities vary upon the client but can often save hundreds or thousands of dollars. At Jeffrey L Jackson CPA, we look for those opportunities and if we find any, we'll let you decide whether to pursue them.

My husband and I appreciate Jeff for his honest and his professionalism. - Bonnie P. (8-year client)

Jeff helped me set up my business, and handles my payroll, bookkeeping and taxes. I highly recommend Jeff Jackson CPA. - Marshal A. (11-year client)

We have used Jeff for many years for both business and personal taxes. His attention to detail is amazing and he make the whole process easy. - Gina R. (10-year client)

Jeff is an excellent CPA that stays current on all federal and state tax matters. His knowledge and advice have been an immense help. - Robert M. (12-year client)

We have complete confidence in his knowledge of all tax laws and Jeff is always aware of any updated changes. -- Joyce R. (9-year client)

Who are our clients?

At Jeffrey L Jackson CPA, we provide tax and accounting services to broad range of individuals and businesses.

Individual Clients

Our individual clients are comprised of virtually every segment of our greater community. Whether you are married, single, young, retired, with or without children, you would be a typical client.

Often, new clients have experienced a recent event such as the purchase/sale of a home, relocation from another state, started a business, or simply value the services of an experienced financial professional.

No matter your tax situation, we help you understand the tax code, take advantage of tax credits and tax-reduction strategies, and remain in compliance with the complex tax law.

Common forms

Schedule A - Itemized Deductions
Schedule B - Interest & Dividends
Schedule C - Self-Employment
Schedule D - Capital Gains & Losses
Schedule E - Rental Income and K-1
Form 5695 - Residential Energy Credits
Form 8812 - Child Tax Credits
Form 8863 - Education Credits (American Opportunity Tax Credit and Lifetime Learning Credit)
Form 8962 - Premium Tax Credit

Common tax matters

Gambling Income
Multi-state filing requirements (tax returns)
529 distributions and college expenses
Retirement saving and distribution strategies
Business and rental startups
Estate returns

Whether you are part of the gig economy, are trying to understand education tax credits, have experienced a life event, or looking for tax strategies, we can guide you through the process.

Business Clients

We primarily focus on small to medium size businesses such as sole-proprieters (Schedule C), S-Corporations (Form 1120-S) or multi-member partnerships (Form 1065) with 1 to 20 employees.

As tax and accounting professionals with over 35 years of experience, we partner with our business clients to provide the level of service they need to succeed. Services include tax planning and preparation, bookkeeping, payroll processing, business planning, advice on entity selection (LLC, partnership, S-Corp, C-Corp), and more.

Whether your are an business or individual, we strive to become your trusted financial advisor.

JEFFREY L JACKSON CPA LLC

515 Autumn Walk

Canton, GA 30114

(678) 919-1250