Expect more from your CPA.

At JRM, we redefine your expectations of an accounting and tax partner. We provide a comprehensive suite of services that goes beyond tax planning. Our dedicated team offers strategic business advising, assurance services with valuable insights, flexible and simplified payroll solutions, trustworthy accounting services, and comprehensive tax planning and preparation.

But we’re not just about numbers, we’re also about values. We value both our clients and our employees, nurturing a work culture that emphasizes work-life balance, community involvement, and commitment to quality. Our proactive problem-solving approach, dedication to quality, ethical business practices, and positive and fun attitude make us more than just tax planners – we’re your trusted financial partners. Expect excellence at JRM, where your business’s success is at the heart of what we do.

Tax Planning Services

  • Individual tax planning and compliance
  • Trust and estate planning
  • Business tax planning and compliance
  • Entity selection/tax status and business objectives
  • Mergers, acquisitions, and divestitures
  • Acquisition and sale of real estate
  • Sales and use tax research and compliance
  • Representation before IRS, state, and local tax authorities

Our always up-to-date knowledge of changing tax laws is just the beginning. We look at minimizing taxes in an efficient and tax-smart way, helping you identify alternatives, understand the tax implications of your options, and structure transactions in a way that achieves your objectives.

Flexible services for the way you do business.

Our clients operate in almost every business sector. From sole proprietor start-ups to multi-state corporations, we right-size our approach and services to fit your business needs, not the other way around.

Accounting Services:

  • Bank reconciliation
  • Trial balance sheet preparation
  • Financial statement preparation
  • General ledger maintenance
  • Accounts receivable
  • Accounts payable

Payroll tailor-made for your needs.

Let us make payroll easier for your company. Choose from traditional or online payroll solutions, designed to meet your specifications, and simplify the payroll process. We offer all the same services as the national payroll companies – without having to hire yet another service provider.

Payroll Services:

  • Payroll processing
  • Online data entry
  • Retirement tracking, reporting, and payments
  • Cafeteria plan deductions
  • FICA tip credit reporting
  • Direct deposit
  • New-hire reporting
  • Remote payroll check printing
  • Manage cash
  • Third-party payments
  • Time-off accrual
  • Payroll journal entries
  • Employee benefits
  • Worker’s compensation audit services
  • Union reporting
  • Annual and quarterly payroll tax reporting
  • Payroll set-ups
  • Tax account set-ups

Assurance services you can count on.

You need financial data you can trust. Our assurance services provide clients with financial statements that fairly and accurately state their financial condition. We actively communicate our findings and provide knowledge-based insights throughout the entire process – and our final reports go beyond just routine detail.

We provide financial reporting on two levels of assurance: compilation and review.


This is the least comprehensive option of the two. CPAs collect a company’s current financial information and organize it into financial statements and other supplemental schedules for presentation to management. No assurance is offered in this process. A CPA is not required to make inquiries or perform other procedures to corroborate or review the information supplied by management. This type of work is often prepared for privately held companies that do not require a higher level of assurance expressed by the CPA.


A review is a deeper process involving inquiry and analytical procedures that provide the CPA with a reasonable basis for expressing limited assurance that there are no material modifications that should be made for statements to conform with generally accepted accounting principles. A review is substantially less in scope than an audit.

You deserve more. We deliver.

Just listening to your business needs is not enough. Neither is handing you a menu of services to choose from. By going beyond the typical transactional business/accountant relationship, we can provide you real value that your business will feel.