Business Details
Trusted Accounting Services in Munster, IN
JSR & Associates is committed to delivering trusted financial advice and exceptional service at a fair cost. With decades of combined experience in public accounting, our team specializes in providing tailored solutions for small to medium-sized businesses and individuals. We offer comprehensive tax preparation, bookkeeping, payroll processing, and business consulting services designed to help clients navigate complex financial landscapes.Our professionals continuously update their knowledge to stay current with evolving tax laws and industry best practices. We prioritize accuracy in accounting processes, enabling businesses to maintain clear financial visibility and make informed decisions. From new business formation to estate planning, our advisory services address diverse financial needs while maintaining a strong focus on client satisfaction and long-term partnerships.
Services
Tax Services
Bookkeeping
Payroll Processing
Business Consulting
QuickBooks Support
New Business Formation
Estate Planning
Accounts Payable Processing
Highlights and features
- Our team has over 20 years of combined experience in public accounting
- We provide tailored financial solutions for small to medium businesses
- Accurate bookkeeping ensures clear financial visibility for clients
- Specialized QuickBooks setup and maintenance services available
- We offer comprehensive tax planning for future financial stability
Services
Tax Services
Our experienced tax professionals provide comprehensive federal and state tax preparation for individuals and businesses. We handle C corporations, S corporations, partnerships, trusts, estates, and gift tax returns while offering strategic tax planning to optimize future financial outcomes. Our team stays current with changing tax laws to ensure compliance and maximize savings.
Bookkeeping
We offer complete bookkeeping solutions including bank reconciliations, accounts payable processing, payroll management, and financial statement preparation. Our services help businesses maintain accurate financial records, track fixed assets, and generate reliable trial balances to support informed decision-making and long-term financial health.
Payroll Services
Our payroll experts handle all aspects of payroll management including check processing, direct deposit, tax filings, and year-end W-2/1099 preparation. We ensure accurate and timely payroll processing while maintaining compliance with federal and state tax regulations for small to medium-sized businesses.
Business Consulting
We provide strategic business consulting services including entity selection, succession planning, business valuation, and loan package preparation. Our advisors help clients establish optimal business structures, develop financial strategies, and implement effective profit-sharing plans to support sustainable growth and success.
QuickBooks Services
Our QuickBooks specialists offer setup, maintenance, and optimization services for small business accounting. We ensure proper file configuration, periodic reviews, and accurate financial reporting to help businesses maximize the effectiveness of their QuickBooks accounting software for day-to-day operations and long-term financial planning.
People
Jim Rich
President
With over 20 years in public accounting, Jim leads our team in delivering expert financial guidance and strategic solutions to help businesses achieve their goals.
Jim Schaefer
Manager
Bringing 35 years of public accounting experience, Jim oversees our operations and ensures the highest standards of service delivery across all client engagements.
Siobhan Munoz
CPA
As a certified public accountant with 30 years of experience, Siobhan provides expert tax preparation and financial advisory services to our business and individual clients.
Rose Barlage
Bookkeeper
With 30 years of bookkeeping expertise, Rose manages payroll processing and accounts payable services, ensuring accurate financial records for our clients.
Joanne Terpstra
Bookkeeper
Joanne contributes 20 years of specialized bookkeeping experience, supporting clients with efficient payroll management and accounts payable solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, business consulting, and QuickBooks support tailored to small business needs.
Do you handle both business and personal tax preparation?
Yes, we prepare tax returns for individuals, C/S corporations, partnerships, trusts, estates, and various business entities.
Can you help with new business formation?
Our advisors assist with entity selection, business structure planning, and formation documentation to establish your new venture properly.
Do you offer QuickBooks setup and support?
Yes, we provide QuickBooks setup, maintenance, and optimization services to ensure accurate financial tracking for your business.
What payroll services do you provide?
We handle payroll processing, tax filings, direct deposit, and year-end W-2/1099 preparation for small to medium businesses.
How do you stay current with tax law changes?
Our professionals continuously update their knowledge through ongoing education to maintain compliance with evolving tax regulations.
