YOU EARNED IT.

WE'LL HELP YOU KEEP IT.

Get up to $6,000 with a Refund Advance within minutes.

CFO ADVISORY SERVICES

DREAMS COME WITH A PRICE TAG

HELPING YOU GET CLEAR ON WHAT'S DRIVING YOUR PROFITS SO YOU CAN DO MORE OF WHAT YOU LOVE.

Sure, you can do your own books, but a driven goal-getter like you needs more than just recordkeeping.  Now is the time to have a trusted advisor to help maximize your profits, position you for funding and increase your cash flow effectively so you can maximize your impact by creating the business and lifestyle you deserve.

HERE TO HELP YOU GO FURTHER FASTER.

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VIRTUAL CFO

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TAX PLANNING

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TAX PREP
 
 

TAX PLANNING AND PREPARATION

Keep every penny that belongs to you.

YOU'VE EARNED IT.  WE'LL HELP YOU KEEP IT.

Changes in the tax law have made it more important than ever to have someone on your team that knows which tax strategies will place you in the best financial position possible and maximize your refund.

 

So, what are you going to do with that tax refund? Will you save it or buy a car, go on a dream vacation, buy a house, or get out of debt?  Regardless of what you're planning to do, you can rest assured you have accurate and caring tax professionals dedicated to helping you get everything you've worked so hard for.

-Refund advances available

-IRS Efile Approved

-IRS AFSP Preparer

 

TAX PLANNING

THE KEY TO BUILDING WEALTH STARTS WITH A PLAN.

Tax preparation is looking back to financial activity that has already taken place.  Our Tax Planning ​service is forward-looking and takes into account your family and business structure to plan for your future.  This service saves thousands and thousands of dollars in taxes each year for individuals and entrepreneurs.

You are extremely gifted and have spent hours perfecting your craft, but that isn't enough.  You are still expected to know every tax strategy or deduction working in your favor.  How is that humanly possible, you ask?  By staying in your lane and using your superpowers to delegate.  Continue making the impact by operating in your genius zone and allow our team of tax professionals to help you protect your legacy.

Although we work with all industries, these industries are a representation of the clients we currently serve.

"In America, there are two tax codes: one for the informed and one for the uninformed.  Both are legal."

Federal Judge Hand

  • Truck Drivers

  • Uber, Lyft, Shipt, Instacart, DoorDash

  • Home Improvement Contractors

  • Ministry Leaders

  • Insurance Representatives

  • Speakers and Consultants

  • Real Estate Professionals

  • Boutique Owners and Fashion Designers

MEET JEAN

A TRUSTED ACCOUNTANT AND ADVISOR

JT Financial Services was founded by Jean Toney to strengthen the business foundation of entrepreneurs and ministry leaders.  As a small business owner and nonprofit founder who started with no resources, no cash, and no connections, she knows firsthand how complicated it can be to bring your vision from an idea to reality.  She also knows how simple it can be with the right strategies and guidance so she cuts out the theories and the fluff and delivers solutions that you can apply in real life to support your creative genius.

KIND WORDS

Numbers have never really been my strong suit.  Jean helped me learn how to count my coins and multiply them.  On top of that, my net profits has increased because I realize now where I was spending and made changes to make my money work harder for me.

Deborah, Columbia, SC

I can't thank you guys enough for helping me understand what my profit centers were so I could make better decisions on where to focus my time and my team's energy.   I've modified my service offerings to doing things that bring me more joy and more money! #sograteful

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Shawna, Pineville, NC

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