JS Financial Advising LLC

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Introduction: I specialize in offering comprehensive solutions for tax filing, personalized financial consulting, and meticulous bookkeeping services to ensure your financial success. I am very passionate when it comes to helping others with their financial situations no matter the situation. I am highly motivated to provide the best experience I possibly can and because of that I can promise that my work would be high quality. I would also make sure that I am catering to your needs and not just putting through a "template" session because no situation is the same and there is no one size fits all. You will have my undivided attention and there would be no deviation from that whatsoever.

Overview

Hired 2 times

Background checked

1 employee

1 year in business

Payment methods

This pro accepts payments via Apple Pay, Credit card, and Google Pay.

Reviews

Customers rated this pro highly for responsiveness, professionalism, and punctuality.

Exceptional 5.0

6 reviews

5

100%

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Read reviews that mention:

Erik C.

3 weeks ago

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Hired on Thumbtack

The professionalism and knowledge was amazing. I traditionally did my own taxes. This past year was unique for me and i needed a professional. I cant say anything negative about my experiences with JS Financial Advisors. Highly recommend!!!!!

JS Financial Advising LLC's reply

Thank you so much for your review Erik! I appreciate the opportunity working with you and hope to continue our partnership in the future!

Individual Tax Preparation

Hector A.

Mar 27, 2024

Jose was great, he helped with my taxes and also answered all my financial questions with patience and politeness. My experience with him was outstanding. Highly recommend.

Hargrove J.

Mar 24, 2024

Not only did I use JSF for getting my taxes done this season at a great rate and return time, but Jose also worked with me to review my finances and spending habits and helped me realize that I had way more money than I thought and helped me divide my funds in a way that allowed me to effectively handle bills, save, and still have plenty left over for personal spending. All in a quick and easy to read layout. 10/10 HIGHLY RECOMMEND

Kelly L.

Mar 30, 2024

Jose was fantastic to work with and so helpful! He made it such a smooth, easy process. Highly recommend!

Antonio M.

Mar 24, 2024

Jose is professional, knowledgeable and made dealing with tax time easy!

Credentials

Background Check

Jose Santiago

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My pricing are primarily fixed based on the services needed by the client. Pricing may differ from my fixed pricing depending on the needs of the client and any special situations that may occur.
What is your typical process for working with a new customer?
For any services I always offer the chance for a consultation whether that is through text or a video chat! It is important that you know who you are going to be working with so I always give the option for a consultation. From there since my sessions are 100% remote I utilize video chat, phone calls, and text to effectively communicate with my clients and ensuring they have access to contact me as well with any questions. I will go through the specific process for each type of session during the consultation call.
What education and/or training do you have that relates to your work?
I graduated with an Accounting degree in 2017. In 2020, I received my MBA. I have 4-5 years of public accounting experience. I have 7 years total of assisting clients with their financials and tax filings.