JW Tax & Consulting blends senior tax strategists with JW, an AI assistant, so you get a clear read on your situation in minutes — then a real plan to lower your liability, resolve IRS debt, and run your business like it has a CFO.
Pick where you are today. JW can route you to the right one in under a minute.
Proactive, year-round strategy — entity choice, retirement and timing moves, deductions you're missing — so April is a formality, not a surprise.
Accurate preparation and filing for individuals, the self-employed, and businesses of every entity type — done right, on time, year-round.
IRS or state letters, liens, levies, or years of unfiled returns — we step between you and the agency and negotiate the smallest legal outcome.
Bookkeeping, controller, and CFO-level insight without a full-time hire — cash flow, margins, and the numbers you need to actually grow.
Most tax sites give you a phone number and hope. JW gives you a real read first. Describe your situation in plain English and JW will:
We help owners improve performance and build expansion strategy — using cash-flow analysis, gross-margin review, process mapping, and risk assessment to lift efficiency and profit.
Long-range planning with tax specialists and financial planners on staff — so today's decisions compound in your favor.
We surface the credits and incentives you actually qualify for now — R&D, hiring, energy, and industry-specific programs — not expired pandemic relief.
Close the gaps in your financial management and get a clear picture of where you stand and where you're headed.
Drawn from experience across hundreds of businesses: where to grow, what it costs, and how to fund it.
Tell JW your situation. Get an instant, plain-English read and a recommended path.
Talk to a JW specialist who already has your context — no starting from scratch.
A clear scope and flat, upfront pricing. No mystery hourly bills.
We stay with you all year — proactive moves, not a once-a-year scramble.
JW Tax & Consulting is a boutique practice built on a simple idea: senior attention, year-round. You're not a number in a tax-season queue — you get a strategist who knows your name, your business, and your goals.
We serve individuals, the self-employed, and businesses of all sizes across two offices — the Dallas/Fort Worth metroplex and South Florida — and remotely nationwide.
"Jarret is responsive, sharp, and genuinely cares about getting the number right. The kind of advisor you keep for years."
— JW Tax client
Tell us a little about your situation. We'll reach out within one business day — or start with JW for an instant read.
General info, not individualized advice · A JW advisor confirms before you act.