Tax Preparation and Planning

Navigating the world of taxes can sometimes feel overwhelming, but you don't have to face it alone.
With almost a decade of experience, I help clients navigate complet tax situations - virtually and securely. Whether you're self-employed, run a small business, or just need expert guidance, you'll always know where your return stands.

Explore what we offer

Best for individuals with W-2 income only.

Includes:

  • Federal & 2 state returns

  • Standard W-2, interest, dividends (no Schedule C or F)

  • Secure portal document upload

  • Basic filing support & e-signature

  • 1 virtual appointment (up to 60 minutes)

View Services for a more in-depth description.

Best for families, homeowners, and those with side income or multiple states.

Includes everything in Tier 1, plus:

  • Up to 2 state filings

  • Itemized deductions & credits

  • Dependents & education expenses

  • Email support during tax season

View Services for a more in-depth description.

For small business owners, self-employed professionals, and rental property owners.

Includes everything in Tier 2, plus:

  • Business income (Schedule C) or rental property (Schedule E)

  • Quarterly estimated tax tracking

  • Annual tax strategy review session

  • Priority scheduling and off-season advice

View Services for a more in-depth description.

  • S-Corporation (1120S) / Partnership (1065)

  • Trust (1041)

  • Non-Profit (990)

  • Bookkeeping Review

View Services for a more in-depth description.

  • In-person appointment add-on

  • Tax Planning Sessions (off-season or pre-year-end)   

  • Amended Returns

  • IRS/State Notice Assistance

  • Additional Virtual Consults or In-Person Review

  • Federal & one state return

Packages based on needs:

  • Basic Payroll, simple pay runs   

  • Standard Payroll, moderate complexity

  • Full Payroll, complex

View Services for a more in-depth description.

Ready to simplify your tax season?

 With a Master’s in Accountancy from Saint Mary’s University and almost a decade of experience, Jessica Warehime built JW Accounting to offer approachable, tax and accounting services for individuals and small businesses with more complex tax needs — now proudly serving clients virtually across multiple states.

What makes JW Accounting Different?

  • 💻 Mostly Virtual Office: Work with me from anywhere through a secure online portal.
  • 🔒 Secure Client Portal: Upload, sign, and communicate safetly and convienetly through the web or mobile app.
  • 🧾 Transparent Pricing: Three service tiers - choose what fits your needs.
  • 💬 Personal Service: Work directly with Jessica - not a rotatiting team.

  • 🗓️ Flexible Appointments: Virtual by default; limited in-person review sessions available.

- Let's Connect -

Have a question or ready to start your return?

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(507) 525-3943