Strategic Perspective
Tax law is applied within the context of ownership structure, cash flow, reporting obligations, and long-term objectives. Planning occurs throughout the year as structural and operational considerations evolve.
Direction beyond the filing deadline
Integrated, year-round tax and advisory guidance to navigate complex financial lives.
Our Services
Our work is organized around enduring relationships and defined scope. We provide preparation and compliance as a foundation, with layered review, attest, and advisory services designed to support individuals, businesses, and integrated ownership structures.
Individual Tax Returns
Federal, state, and local income tax preparation aligned with your overall financial structure.
Business & Entity Returns
Federal, state, and local income tax preparation coordinated across entity and ownership structures.
Financial Statement Compilation
Organized financial statements prepared in accordance with applicable reporting standards.
Accounting Oversight
Structured review of internally maintained books to strengthen reporting accuracy.
Attest Services
Independent limited assurance conducted under professional standards.
Annual Advisory Support
Structured, year-round guidance aligned with ownership and reporting decisions.
Project-based Advisory Support
Defined-scope advisory support for structural or transitional initiatives.
Why Work With JBS
We serve as long-term financial partners to individuals, families, and closely held businesses. Our work extends beyond preparation into thoughtful planning, coordinated decision-making, and continuity across generations.
Integrated Coordination
Entity reporting and individual planning are reviewed in relation to one another where ownership interests intersect. Financial data and projections are aligned across structures to support consistent reporting and decision-making.
Professional Standards
Engagements are governed by defined scope, documented procedures, and adherence to applicable professional standards. Work is performed with attention to documentation integrity and regulatory requirements year-round.
About JBS
JBS was founded on the principle that effective tax strategy requires technical rigor, structured process, and sustained professional judgment. The firm reflects the training and standards established early in Joel B. Shaw’s career in national public accounting, where complex reporting and disciplined oversight shaped his approach to practice.
Established in 1982, the firm has evolved alongside the regulatory and financial landscape while maintaining consistent professional standards. Over decades of service, JBS has supported individuals, families, and closely held enterprises through structural changes, ownership transitions, and increasing reporting complexity.
While the scope of engagements has expanded, the firm’s core commitment remains unchanged: precise application of tax law, documentation integrity, and continuity in advisory relationships.