JBrooks Wealth Advisors - CPA, CFP, PC

Jeff and his team have been preparing my taxes for several years now. His tax planning and knowledge of tax prep is excellent. I have full confidence in everything they do for me. Jeff keeps up with the ever-changing tax laws and I recommend him to anyone I know who has complex taxes. He is always very professional, yet treats me like family. His services are worth every penny.
Nov 29th, 2020

As the firm Administrator, we are asking all potential new clients to wait until after June 30, 2021 to call about our services. We are NOT accepting any new clients at this time.
Oct 6th, 2020

My dad passed last year and I inherited an extremely complex trust. What you quickly learn is the intricacies of trust law are beyond the competency level most professionals. Fortunately, I found Jeff Brooks. He was both extremely knowledgeable and would patiently explain how best to proceed. Most importantly, when something arose unfamiliar to him, he took the opportunity to improve his already vast knowledge, rather than billing me several hours as most professional would (and did). I am grateful for the work Jeff did for me and intend to consult him in the future.
Sep 27th, 2020

Jeff and the team at JBrooks are not just professional but truly kind people. I truly trust them with my personal and business filings.
Sep 23rd, 2020

Had to change CPA to prepare 2019 taxes for multiple entities and individuals on very short notice. Jeff accepted the engagement and relentlessly pursued every detail that would help us file timely and with minimum tax consequences. He was also integral in helping us work with our attorney to correct an organizational error, resulting in a very large prior year tax refund. Very professional, knowledgeable, persistent, responsive and communicative. Excellent support staff who do not miss a thing, even under deadline pressures. I highly recommend!
Sep 20th, 2020