Jeffers & Company

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Introduction: Hello ! We will work with you, to *set up *modernize *improve your company's financial operations. Payroll, tax, consulting, investing, retirement planning - these are our lines of business. 21 years in business, degreed Accountants and licensed Professionals. Registered Investment Advisor #5952464 More than just 'keeping the books', we want to help you to be more successful. Taxes are part of life. Streamline this, and concentrate on making money.

Overview

Hired 39 times

Background checked

5 employees

27 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Venmo, and Zelle.

Featured Projects

4 photos

Reviews

Customers rated this pro highly for professionalism, punctuality, and work quality.

Very good 4.5

14 reviews

5

64%

4

22%

3

14%

2

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Read reviews that mention:

Peggy w.

Jul 23, 2020

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Hired on Thumbtack

Julie is phenomenal! She was able to quickly diagnose my issue, and determined what needed to be done. She was a tremendous help! I plan to use her service going forward. I highly recommend her!

Accounting

Martin z.

Mar 9, 2020

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Hired on Thumbtack

Julie was so professional filing my tax return, she answered every question that I asked, being my first time asking for a company to filing my taxes, I been in US for two years. The relation price-quality was 100% that I expected, we had to clarify some information about IRS status for alien citizens, but in my case was an exceptional situation.

Individual Tax Preparation

Sherri L.

Nov 28, 2016

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Hired on Thumbtack

Julie is fantastic, very personable, very professional, and very friendly. She quickly went through my 2 years of taxes that were unfiled, give me a list of a couple things I needed to provide her. And already had everything ready to just drop those pieces of information in when I got them back to her. Extremely fast, and I am quite pleased with the service I have received.

Jeffers & Company's reply

Thanks a million, Sherri. Don't forget to contact us, at times other than just tax time, we like to build relationships with our clients, and help where we can. That makes the filing easier to deal with for you. !

Individual Tax Preparation

Troy T.

Apr 20, 2017

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Hired on Thumbtack

I have found Julie to be extremely professional, trustworthy, and service-oriented. I am an attorney, and had to hire her for one of my clients while they were in the midst of a financial emergency. She jumped in and got right to work. She has provided everything we've asked for, and has been very responsive to all of our questions and needs. I highly recommend her.

Accounting

Michelle W.

Jul 31, 2020

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Hired on Thumbtack

Spoke with Julie on the phone for the very first, and she was for professional, our meeting was at 11:30a and she was on time. She is also knowledgeable, was able to answer my questions and offered a few other things that I didn't think about.

Accounting

Credentials

Background Check

Julie Jeffers

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We do have dedicated price ranges for our services. Personal tax returns $69 - $229 Business tax returns $150 - $425 Bookkeeping $50 per hour Consulting $50 - $90 per hour Payroll $30-$45
What is your typical process for working with a new customer?
A scheduled phone call usually works best, then an in-person meeting at our office, or your place.
What education and/or training do you have that relates to your work?
BS Accounting & Finance / University of Louisville Yearly update training required by IRS Business coaching program Authorized e-file provider since 1997 AFTR program certified by IRS

Jeffers & Company

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