At Jackson Wealth Partners, we offer comprehensive small business and individual tax preparation services, ensuring that clients navigate the complex landscape of taxation with confidence and ease. Our expert team specializes in meticulous tax planning, crafting strategies tailored to optimize liabilities and enhance financial outcomes. In addition, our tax resolution services are designed to address any disputes or challenges that may arise with taxing authorities, providing clients with peace of mind and a clear path forward. With our sophisticated approach, we empower clients to achieve their financial goals while remaining compliant with ever-evolving tax regulations.

Gain the financial expertise and strategic guidance your business needs to optimize cash flow, boost profitability, and scale with confidence. Whether you're a startup, small business, or expanding enterprise, our CFO services provide customized financial solutions to help you make informed decisions and achieve long-term stability.

Our CFO Services Include:

• Financial Planning & Analysis: Comprehensive budgeting, forecasting, and performance monitoring to align your financial goals with business objectives.

• Cash Flow Optimization: Strategies to ensure financial stability and support sustainable growth, enabling you to navigate challenges effortlessly.

• Profitability Enhancement: In-depth analysis to identify cost-saving opportunities and uncover revenue drivers, maximizing your bottom line.

• Strategic Business Advisory: Data-driven insights designed to empower key decisions and foster strategic initiatives.

• Tax Strategy & Compliance: Expert guidance to minimize tax liabilities while maximizing deductions, ensuring compliance with all regulations.

• Investor & Lender Relations: Tailored financial reporting and support in securing business funding to fuel your growth ambitions.

Designed for businesses generating $300K or more annually, our CFO services empower you to elevate your financial strategy and achieve your vision.

At Jackson Wealth Partners, we offer a comprehensive suite of services to support your business's financial and operational needs, including:

• Bookkeeping: Keep accurate, up-to-date financial records.

• Payroll Set-Up: Tailored payroll system setup.

• Payroll Management: Efficient payroll processing and compliance.

• Business Plans: Crafted plans outlining vision and financial forecasts.

• Notary Services: Reliable authentication of documents.

• Business Entity Registration: Assist in legal establishment of your business.

• Business Annual Reports: Preparation and filing for compliance.

• BOI Reports: Ensure adherence to ownership information regulations.

• State Sales Tax: Guidance on sales tax compliance.

Our commitment to excellence allows you to focus on what matters most—growing your business.