Services

TAX PREPARATION

Our talented team of tax professionals will deliver your maximum tax refund.

BOOKEEPING

Our accounting services ensure that we stay on top of your cash-flow.

FINANCIAL PLANING

Our exceptional team is committed to bringing your finances back in order.

Retirement Planning

We will guide you with the best strategies to ensure your retirement.

Insurance

If death and taxes are certain in life, why are you waiting for insurance?

Investment Planning

We hold dear to our hearts the mission to create generational wealth for you.

IT’S TIME YOU CALL US.

Our Winning Formula

Every successful financial strategy starts with a strong client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long and short term strategies that will help you realize your financial goals.

JBYRD Financial

As Certified Tax Professionals we work within the highest level of integrity and ethics as set forth by IRS standards. In addition to over 15 years of experience each of our professionals have to complete a minimum of 60 hours of continuing education annually.

Maximum Level Security

Protected with Secure 256-bit SSL Encryption. We will always keeps sensitive data and client information safe and sound.

Electronic Signature

Approve and sign directly through the portal & never waste time visiting the office again!

Billing & Payments

Easily view your entire billing and payment history in one place. lymphoma (NHL).

Secure File Sharing

Upload any sensitive documents for us to review, complete, and give back to you!

Support

Do you prepare business tax returns?

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Yes, we are able to prepare any schedule C business returns. We are unable to process corporate tax returns at this time, but please stay tuned as we continue to grow and soon offer these services.

How will I receive my refund?

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The bank account and routing number provided on our registration form will be used to issue your refund from the IRS. You must have a bank routing and account number to receive your refund.

When can I expect to hear an update?

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Contact will be made within 72 business hours for any and all updates regarding your taxes. Once we have all the documents needed, your return will be completed. We will be conducting a thorough check of all information provided so we that we can ensure you are getting the maximum refund you are entitled to. The average refund is received within 21 days but can vary due to credits and government regulations. Once your return has been submitted and accepted by the IRS, please download the IRS2GO app or visit https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp to get any status updates.

What if I didn’t receive the items above?

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The companies that generate these statements (your employers, banks, etc.) should still have your W-2s, 1099s, etc., on-file and should be able to get them to you within a reasonable time frame.

What if I have not yet received my documents?

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If you know that you may not receive your documents by your appointment date, please reschedule or wait until you have received your documents to book an appointment. We value our time together so we should make the best use of that time during the appointment.

How do I send my documents to you?

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You will find access to our registration form on the “File Now” tab on the top of the website. This form includes all the necessary information we need from you as well as a section for you to upload ANY and ALL documents to get your taxes done. All information on that form is secure and protected rigorously.

How can I be sure that I will receive a refund?

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EVERYONE DOES NOT GET A REFUND. Everyone must file a tax return whether they are receiving a refund or not. We will assist you in maximizing your refund based upon the filing status eligibility and limits implemented by the government. If you do end up having to pay taxes instead of getting a refund, we update your withholding allowances so that next year you can expect a refund!

Can I pay my tax preparation fees out of my return?

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Yes! You can pay your fees out of your federal tax refund; however, if you want to pay upfront, you can choose to do so. Our pricing fees include the bank fee of $39.95 that enable the bank to process your tax return and pay your tax prep fees out of the refund. If you choose to pay for your tax prep fees, your tax prep fees will be $40 less than on the pricing table on our website.

Testimonials

What Our Clients Say?

We will always provide immense value to all of our clients!

Wow! I was truly surprised of how simple and easy my experience here was! I literally filled out my form, booked my appointment, and then got my refund!

– Dana Chanel CEO, Alakazam Apps

We will always provide immense value to all of our clients!

A form that took me 10 minutes to fill out, a 20 minute interview, and all my documents. In 30 minutes, I got my taxes done and got my refund the next day!

– Keith Thompson CEO, ATLTAXMAN

Contact Details

Office

537 East Jericho Turnpike,
Huntington Station, New York 11746,
United States.

Email Address

nydefenselawyer@gmail.com

Telephone

(516) 650-5875

Office Hours

Mon-Sun: 10am – 7pm

CONTACT US

Need Consultation?

Don't wait! Contact us for a free phone consultation. Let us help you figure out your best next steps. The sooner you have a plan of action, the better your chances of taking the correct steps to get the results you want.