FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At JBU Services & More, our pricing is transparent and tailored to the specific service you need. We offer competitive flat rates for tax preparation, business formation packages, and notarizations. Financial planning and life insurance consultations are typically offered at no charge, with any service fees clearly discussed upfront. We also provide payment plan options on qualifying services and seasonal discounts during tax season.
- What is your typical process for working with a new customer?
We begin with a brief consultation to understand your needs—whether that’s filing taxes, launching a business, planning financially, or getting documents notarized. From there, we’ll guide you step-by-step through the required process, keeping communication clear and consistent. Most services are handled virtually for convenience, and we make sure every client feels confident and informed throughout.
- What education and/or training do you have that relates to your work?
Our team is composed of certified tax professionals, licensed life insurance agents, trained notaries (including Remote Online Notary and Notary Signing Agent certifications), and business service specialists. We stay up-to-date on the latest tax codes, state and federal compliance regulations, and best practices in personal finance and business formation to deliver accurate, secure, and legally compliant service.