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Tax Preparation

Jacques Financial has more than three decades of experience preparing individual income tax returns and advocating for our clients. We use our extensive tax knowledge to prepare returns, plan for contingencies, address the tax consequences of future financial actions, and represent clients, when necessary, before the IRS and state revenue authorities.

We work with clients throughout the United States and overseas to help with proper tax compliance and planning. We also continuously monitor the ever-changing tax laws to optimize the tax position of each individual client.

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Through careful analysis of our clients’ needs, we’ve assembled a list of services that we believe gives us the best chance to properly position each person for retirement and beyond. Standing by you at every point and through every aspect of your financial life, we can help you navigate toward the point at which you feel completely comfortable and secure!


Tax Preparation

For more than 40 years, we have been advocating for individuals and families to help them navigate the complexities of tax policy and compliance.

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Financial Planning

As a top ranked Barron’s firm, we offer a wide range of financial, retirement and investment strategies.

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Wills &

Wills & Estates

The Jacques Law Office provides practical estate planning solutions to help realize your generational goals.

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Award-Winning Service

See All of Our Awards

At Jacques Financial, we believe in our process and our service, and others do, too! We have been recognized dozens of times over the course of nearly two decades for our commitment to clients and our wide-spanning abilities to provide for those we work with.