Personal tax Prep

At JBH Financial Services, we’re proud to partner with Legal Shield to offer our clients comprehensive access to essential legal services that complement our financial offerings. Through this affiliate relationship, clients can enjoy peace of mind knowing they have access to affordable, professional legal assistance for both personal and business matters. Whether it’s reviewing documents, creating legal agreements, or addressing unexpected legal questions, Legal Shield provides trusted support when it’s needed most. By aligning with Legal Shield, we continue our commitment to empowering our clients with well-rounded services that protect their financial and legal interests, ensuring they are equipped to navigate any challenge with confidence.

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Tax Prep Checklist - Engaging Section

Stress-Free Tax Season

Everything You Need, Nothing You Don't

Skip the confusion. Our smart checklists guide you through exactly what to send—so we can get your maximum refund, fast.

Tax Prep Checklist

Your personal roadmap to a perfect tax return. We've simplified the entire process into one easy-to-follow checklist tailored to your situation.

Know exactly what documents you need
Never miss a deduction again
Upload everything in minutes, not hours
Track your progress in real-time

Get Your Checklist

Tax Prep Fee Schedule

Transparent pricing, zero surprises. See exactly what your tax preparation costs before you commit—because you deserve to know.

Clear, upfront pricing for every tax situation
No hidden fees or last-minute charges
Flexible payment options available
Guaranteed accuracy or we pay the penalty

View Pricing

100% Secure Document Upload

Average 48hr Turnaround

Maximum Refund Guaranteed

Build Your Tax Document Checklist

What Should I Bring?

Select each situation that applies to you. We’ll create a personalized list of the tax documents you may need to provide.

Personalized For You

Your Personalized Tax Document Checklist

Based on the situations you selected. Duplicate documents are automatically removed.

Your basic information is already included. Select the situations that applied to you to build the rest of your checklist.

Please note: Your checklist is based on the situations you selected. Additional information or documentation may be requested after JBH Financial Services reviews your tax information.

JBH Financial Services LLC

What Could Your Tax Refund Look Like?

Choose the tax year you're estimating, answer a few questions about your income, household and tax payments, and get a quick estimate of your potential federal refund or balance due.

Federal Refund Estimator

Step 1 of 7

Step 1

Let's start with the basics.

Choose the tax year you want to estimate and tell us how you expect to file your federal return.

Tax Year

Filing Status

Your Age at the End of the Selected Tax Year

Federal estimate only. State income taxes are not included in this calculator.

Please select your filing status and enter your age.

Step 2

Tell us about your income.

Enter your approximate income for the selected tax year.

W-2 Wages

Net Self-Employment Income Estimated business profit after business expenses.

Interest & Dividends

Taxable Retirement Income

Unemployment Income

Other Taxable Income

Step 3

Tell us about your dependents.

Only include dependents you expect to claim.

Children Under 17 Children you expect to qualify for the Child Tax Credit.

Other Dependents

EITC Qualifying Children Enter the number of children you expect to qualify for EITC.

Actual eligibility for dependents and tax credits depends on IRS requirements including relationship, age, residency, support and other applicable rules. JBH will verify eligibility when preparing your return.

Step 4

Any additional credits?

Add any of these that may apply to your tax situation.

Qualifying Persons for Dependent Care

Work-Related Care Expenses

AOTC-Eligible College Expenses Qualified expenses for one eligible student.

Other Nonrefundable Credits

Other Refundable Credits

Step 5

How much federal tax did you pay?

Enter federal withholding and estimated tax payments.

Federal Income Tax Withheld

Estimated Federal Tax Payments

Almost Done

Your estimate is ready.

Enter your contact information to see your estimated result.

First Name

Last Name

Email Address

Mobile Number

Please enter your first name, last name, valid email address and mobile number.

Federal Tax Estimate

Potential Federal Refund

$0

Estimated Adjusted Gross Income $0

Estimated Taxable Income $0

Estimated Total Tax $0

Withholding & Estimated Payments $0

Estimated EITC $0

Estimated Refundable Credits $0

Important: This calculator provides a simplified federal tax estimate based only on the information you entered and the rules programmed for the tax year you selected. It is not a tax return, tax advice, a guarantee that you qualify for any credit, or a guarantee of a refund. Your actual result may change after JBH Financial Services LLC reviews your tax documents and applies all rules that affect your return. State taxes are not included.

BEFORE YOU BEGIN:

Effective tax preparation and planning can help you to minimize your future tax liability.

We can help you manage your tax issues and understand your status. We understand the latest state and federal tax laws that may affect you. Contact [email protected] with any tax questions you may have.

All clients (new and returning) are required to complete the client data sheet. You are able to save and return as needed. You will also have access to our new client portal where all documents will be stored for safekeeping.

All tax preparation is virtual!!! Once your client intake sheet is completed, any requested clarifications will be communicated via email from our office.

If you desire to have a one-on-one virtual office session, feel free to schedule an appointment using our Book Online feature to set up a consultation.

How it Works

Step 1: Start Client Intake Process

Sign Up for Client Portal
If you want to speak with the admin for a walkthrough call (call 888-550-7162 or book a call)
Current Year Tax Filing
Prior Year Tax Filing — If you are needing to file a prior year tax return, please complete the client intake sheet for that year in the client portal.

Client Portal Book a Call

Step 2: Tax Pro Review

Your tax professional will review your documents and reach out with any clarifications if necessary.

Step 3: Review Your Return

Your return will be sent to you for review, signature, and payment (if applicable).

Step 4: IRS Transmission

Your return will be transmitted to the IRS.

Step 5: Final Steps

You will be sent a final copy of your return and a link to track your refund.

Tax Resources