Take the Stress Out of Tax Season — with Smart, Personalized Support

At JL Wennes CPAs, we help individuals, families, and nonprofit organizations navigate tax time with less stress and more clarity.

Whether you're preparing your personal return, reducing tax liabilities, or administering a trust, you’ll receive experienced, thoughtful service tailored to your unique situation.

We’re Here to Help — Call Now

Tax Planning.

Preparation. Review.

Trust & Estate Services.

Personal Tax
Services

Proactive Tax Planning & Filing

From maximizing deductions to ensuring full compliance, we prepare your return promptly and professionally—while helping you understand exactly what you’re filing and why.

Year-Round Tax Consulting

We don’t disappear after April 15. Our team provides tax projections and planning insights that help you make smart decisions all year long—so there are no surprises next tax season.

Tax Return Reviews

Wondering if you missed something in past filings? We’ll review your returns for accuracy, errors, and missed opportunities. If we find issues, we can help amend them—often recovering refunds you didn’t know you were owed.

Trust & Estate
Tax Services

Administering a trust or estate involves more than just paperwork — it requires precision, timeliness, and a deep understanding of tax law. We guide trustees and fiduciaries through every step, ensuring compliance with all IRS rules and trust document requirements.

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Expert preparation of fiduciary tax returns

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Advice on distributions and available elections

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Deadline tracking and compliance

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Trusted guidance to avoid costly mistakes

Why Clients Choose JL Wennes CPAs

Boutique-level service, big-firm capabilities

Expert financial and tax guidance that supports your long-term goals

A collaborative team that feels like part of your organization

Let’s Make Your Taxes Simpler —And Smarter

Whether you're filing your personal taxes or planning ahead for future returns, JL Wennes CPAs is here to help you stay compliant, confident, and in control.

Contact Us Today

Ready to take control of your finances? Our team is eager to provide the expert accounting and tax solutions you need. Reach out now to schedule your consultation!

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Send Us a Message

Have a question about our services or need more detailed information? We're here to help! Send Us a Message, and we'll get back to you promptly.

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