Business Details
Trusted Tax and Accounting Services in Metairie, LA
At JW Accounting + Tax + Tax, we combine decades of expertise with personalized service to deliver comprehensive tax and accounting solutions for small businesses and individuals across New Orleans and surrounding areas. Our team prioritizes understanding each client's unique financial circumstances to identify deductions, implement strategic tax planning, and ensure compliance with evolving tax regulations.With a legacy rooted in Jay West's 45-year career and Crystal Johnson's specialized tax education, we maintain a commitment to proactive advice, accurate filings, and empowering clients to optimize their financial futures through tailored strategies.
Services
Tax Planning
Tax Preparation
Bookkeeping
Financial Statement Analysis
Retirement Tax Planning
Rental Property Tax Services
Entity Consulting
Payroll Services
Estimated Tax Assistance
College Tax Planning
Highlights and features
- We offer 50+ combined years of experience in tax and accounting services.
- Our team provides personalized tax strategies tailored to individual client needs.
- Specialized expertise in small business tax structures and compliance.
- Proactive approach to identifying deductions and optimizing financial planning.
- Deep understanding of local New Orleans business and tax environments.
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
What people say
Finest CPAs in The City
Proactive tax strategies
Personalized service
Effective deduction identification
Trusted professionals
Services
Tax Planning
Our tax planning services help clients minimize liabilities through proactive strategies tailored to business structures and personal financial goals. We analyze income sources, deductions, and regulatory changes to optimize tax outcomes while ensuring compliance. With expertise in entity selection and retirement planning, we provide actionable advice to maximize savings.
Bookkeeping
We manage accurate tracking of business transactions, including income, expenses, and payroll. Our bookkeeping ensures organized financial records for informed decision-making and audit readiness. Services include balance sheet maintenance, cash flow analysis, and preparation of financial statements to support business growth.
Tax Preparation
From individual returns to complex business filings, we prepare accurate tax documents to reduce liability legally. Our process includes reviewing income sources, deductions, and credits while addressing rental property or self-employment considerations. We ensure timely submissions for federal, state, and local requirements.
Retirement Tax Planning
We guide clients in leveraging tax-advantaged retirement accounts like IRAs and 401(k)s. Our planning considers income sources, tax brackets, and distribution strategies to minimize liabilities during retirement. We also advise retirees on managing Social Security and pension income within tax frameworks.
Rental Property Tax Services
Specialized tax services for rental property owners include maximizing deductions for mortgage interest, depreciation, and maintenance costs. We ensure compliance with property tax regulations while optimizing tax benefits. Our expertise covers reporting rental income and structuring entities for real estate investments.
People
Crystal Johnson
Enrolled Agent
Crystal Johnson holds a Master of Science in Accounting Taxation and has over a decade of experience in tax and accounting. Her expertise includes resolving complex audit issues and developing strategic tax plans for individuals and small businesses. As a local resident, she prioritizes personalized service and community-focused financial guidance.
Questions
What services do you offer for small businesses?
We provide tax planning, bookkeeping, financial statement analysis, payroll processing, and entity consulting to help small businesses minimize tax liability and maintain organized financial records.
Do you handle both business and individual tax preparation?
Yes, we specialize in both business and individual tax services, including complex filings for rental properties, self-employed individuals, and retirement planning.
How can you help with retirement tax planning?
We optimize retirement savings through strategic use of IRAs, 401(k)s, and other tax-advantaged accounts while planning tax-efficient distributions during retirement.
What areas do you serve?
We serve New Orleans, Metairie, Kenner, Algiers, Gretna, and surrounding Louisiana communities with in-person and virtual accounting support.
Are you available for year-round tax consultation?
Yes, we offer ongoing tax advice, estimated tax planning, and financial strategy sessions throughout the year, not just during tax season.
