Accounting is what we do best, you're busy enough with the rest.
JRM Financial Associates, LLC is a trusted accounting and tax services firm dedicated to empowering individuals, entrepreneurs, and small businesses throughout the United States. With over 35 years of expertise and a passion for financial success, our team offers reliable and personalized guidance to help you navigate the complex financial landscape.
Our Mission
Our mission is to deliver exceptional value to clients by providing tailored solutions that optimize financial health, minimize tax burdens, and maximize profits. We prioritize open communication, transparency, and a collaborative approach to empower our clients to achieve their financial goals.
What Sets Us Apart?
- Experienced Professionals: Our team comprises seasoned professionals with diverse expertise in accounting, taxation, and financial planning.
- Client-Focused Approach: We take the time to understand your unique needs and goals, ensuring that our services are aligned with your specific circumstances.
- Transparent Communication: We maintain open and clear communication throughout the process, explaining complex financial concepts in accessible language.
- Affordable Services: We offer competitive pricing and flexible payment options to fit your needs.
Our Services
We offer a comprehensive range of services across various areas, including:
Business Services
- Small Business Accounting
- QuickBooks Services & Training
- Payroll Services
- Part-Time CFO Services
- Business Valuation & Strategic Planning
- Succession Planning & New Business Formation
Tax Services
- Tax Preparation & Planning
- Tax Problem & Resolution
- IRS Representation
- Tax Strategies for Businesses & Individuals
Accounting & Financial Services
- Audits & Compilations
- Cash Flow Management
- Bank Financing & Financial Advisory
Our Commitment
At JRM Financial Associates, we are committed to building lasting relationships with our clients. We value integrity, professionalism, and personalized attention. Our ultimate goal is to empower you with the knowledge and tools to achieve financial success and achieve your financial goals.
Contact Us Today
To learn how JRM Financial Associates, LLC can help you achieve financial success, contact us today for a complimentary consultation. We will work with you to understand your unique needs and develop a personalized plan to meet your financial goals.
Overview of JRM Financial
Excellent Customer Service and Professionalism
The majority of reviewers praised JRM Financial for their excellent customer service, professionalism, and expertise in handling taxes. Many reviewers appreciated the firm's responsiveness, streamlined online process, and ability to make the tax season process easy and stress-free.
Positive Aspects
- Excellent customer service and professionalism
- Responsive and knowledgeable team
- Streamlined online process for submitting and receiving documents
- Ability to handle complex tax returns with ease
- Trustworthy and reliable
Negative Experiences
However, two reviewers had negative experiences with JRM Financial. One reviewer found the firm to be unreliable and unprofessional, citing extended completion times, unresponsive communication, and mistakes in their return. Another reviewer had a nightmare dealing with John Molle, citing unreturned phone calls and emails, and discovering that he is not a CPA.
Negative Aspects
- Unreliability and unprofessionalism
- Extended completion times and unresponsive communication
- Mistakes in tax returns
- Lack of CPA certification
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