Business Details
38 Years
experience
Your Trusted Partner for Accounting Solutions in Annapolis
Founded in 1988 by Jacquelyn Mitchell ATP, JFM Accounting & Tax Services has established itself as a trusted partner for small businesses and individuals in Annapolis, Maryland, and the surrounding regions. Our team brings over 25 years of combined experience in accounting, bookkeeping, and tax preparation, specializing in modernizing financial processes for clients who previously relied on manual systems. We prioritize personalized service, offering bilingual support in English and Spanish to better serve our diverse community. Our commitment to leveraging technology ensures accurate financial tracking and reporting, empowering clients to make informed business decisions. We focus on building long-term relationships, providing tailored solutions that address unique financial challenges.Our dedication to excellence is reflected in our status as Certified QuickBooks ProAdvisors and our active involvement with the Maryland Society of Accountants. We operate with transparency and integrity, ensuring clients receive reliable guidance for tax compliance and business growth. Our flexible scheduling, including extended hours during tax season, demonstrates our commitment to accessibility. By combining expertise with client-centric service, we help businesses navigate financial complexities and achieve sustainable success. Our reputation for professionalism and results-driven support has made us a preferred choice for accounting services in the Mid-Atlantic region.
Services
Tax Preparation
Bookkeeping
Accounting Services
Financial Consulting
QuickBooks Support
Details
- Year established: 1988
Highlights and features
- We offer over 25 years of specialized accounting experience.
- Our bilingual team provides services in English and Spanish.
- We implement technology-driven bookkeeping solutions for accuracy.
- We prioritize personalized, client-focused financial guidance.
- We are certified QuickBooks ProAdvisors with industry recognition.
Associations and certifications
- Maryland Society of Accountants
- Certified QuickBooks ProAdvisor
Services
Tax Preparation
We prepare and file individual and business tax returns with precision. Our experts ensure compliance with federal, state, and local regulations while maximizing deductions. Clients receive clear explanations of their tax obligations and strategic planning advice to minimize future liabilities.
Bookkeeping
Our bookkeeping services maintain accurate, up-to-date financial records using digital tools. We track income, expenses, and cash flow to provide real-time insights. This service includes bank reconciliation, invoice management, and customized reporting to support informed business decisions.
Accounting Services
We offer comprehensive accounting solutions including payroll processing, budget creation, and financial statement preparation. Our team ensures GAAP compliance and provides analysis to improve profitability. Services are tailored to meet the unique needs of small businesses and entrepreneurs.
Financial Consulting
Our consultants provide strategic guidance on financial planning and business growth. We analyze cash flow, identify cost-saving opportunities, and develop customized financial strategies. This service helps clients achieve long-term stability and expansion goals through data-driven recommendations.
QuickBooks Support
We offer specialized support for QuickBooks setup, training, and troubleshooting. Our certified ProAdvisors optimize software configurations for accurate financial tracking. This service includes data migration, report customization, and ongoing technical support to streamline accounting processes.
People
Jacquelyn Mitchell ATP
Owner
With over 30 years of experience, Jacquelyn founded JFM Accounting in 1988 after working at a major corporation. She specializes in small business accounting and tax strategy, bringing expertise in digital financial systems and client-focused solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial consulting, and QuickBooks support tailored to small businesses.
Do you serve clients outside Annapolis?
Yes, we serve businesses and individuals throughout Maryland, Virginia, and Washington, DC.
Are your services available in Spanish?
Yes, we offer bilingual support with Spanish-speaking team members available.
What are your office hours during tax season?
We're open Monday-Friday 9am-6pm and Saturdays 10am-2pm from January to April.
Can you help with QuickBooks software issues?
Yes, we're Certified QuickBooks ProAdvisors offering setup, training, and troubleshooting assistance.
