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Retirement Accounts

I can help explain tax implications and give advice on the best way to save for retirement.

Paper and pen

Evaluating tax burdens in pension, including state and federal tax.

Journal in front of laptop

If you need help dealing with retirement now, we can make a plan moving forward.

Laptop on work desk

Planning for retirement can be a hassle, but I can ease the stress of this process, by helping you roll a traditional IRA into a Roth IRA.

Jen meeting a client

If you're interested in buying, selling, or investing in property I can help you through this entire process.

Interested in Our Other Services?

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Reviewing your withholding on a laptop

Review of Witholding

We will review your tax return together

Taking notes

Social Security

Have any questions regarding social security benefits?

Estate

Sales of Assets

Ready to sell your house? Need a consultant?

Why Choose JPW Accounting?

Stress-Free

Taxes can be a hassle, that's why we have trained and knowledgeable experts to help you manage it stress-free! 

Accuracy

Not only do we strive to be efficient, but each document is reviewed thoroughly to reduce any inaccuracies. 

Save Time & Money

We save you time & money you'd normally spend on your business. 

Cost of Services

For an accurate cost range, please give me a call at 802-537-4021. To make it easier, I have linked my calendar below. 

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