JAAG Financial Services
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Overview
10 - 49
Employees
ABOUT JAAG FINANCIAL SERVICES
Tax Preparation & Planning Services in San Dimas
JAAG Financial Services, an experienced Enrolled Agent, is dedicated to optimizing your tax savings through expert tax preparation. Based in San Dimas, California, we specialize in various taxation areas, such as corporate, estate, individual, partnership, and federal, state, and local taxes. We remain informed about evolving tax regulations and adapt to changes in your life circumstances, including the arrival of a child, starting a new business, acquiring a new home, or receiving an inheritance. As an Enrolled Agent, we uphold strict ethical standards and professional conduct guidelines set by the IRS.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
Services
Focus
Industries
Clients
Services Provided
70% Tax Preparation Services
30% Tax Consulting
About the Team
OUR STORY
CountingWorks, Inc. provides secure technology services, including client software and websites, to manage and protect user content such as files, messages, and contacts. They emphasize that users retain ownership of their data and grant limited permissions necessary to operate features like eSign, file sharing, and appointment setting. The company upholds strong respect for intellectual property and legal compliance, outlining clear user responsibilities. With a commitment to security, privacy, and compliance, CountingWorks offers its services "as is" while disclaiming certain liabilities. They provide dispute resolution methods favoring arbitration, enforce terms under California law, and regularly update policies to reflect legal and technological changes, ensuring transparency and user rights throughout their service lifecycle.