Frequently Asked Questions

Jubilee Tax specializes in a comprehensive range of tax services including Tax Preparation, Tax Resolution, Tax Strategy Planning, and more. We cater to both individual and business needs, ensuring everyone receives expert tax assistance.

Our consultations are conducted via secure online platforms for your convenience. Once you book a service, you'll receive a link to the virtual meeting room. During the consultation, we’ll discuss your tax situation in detail and provide tailored advice.

Yes, Jubilee Tax offers specialized services for small business owners, including accounting, bookkeeping, and tax strategy planning. We understand the unique challenges faced by small businesses and provide customized solutions.

It's helpful to have recent tax returns, any notices from tax authorities, and a summary of your current financial situation. For specific services, like retirement planning, relevant financial documents will be beneficial.

Most of our consultations are 30 minutes to 1 hour, depending on the service. This duration allows us to thoroughly understand your situation and provide actionable advice.

Our fees vary based on the service. For example, Tax Preparation Consultations start at $175, while Tax Resolution Consultations are $250. We strive for transparency with no hidden costs.

In addition to one-time consultations, we offer ongoing support and packages for clients who require continuous tax management and planning.

Yes, our Tax Strategy Planning Consultation is designed to help you handle current taxes and plan strategically for the future, ensuring long-term tax efficiency.

You can easily book a consultation through our website. Select the service you’re interested in, choose a convenient time, and you’re all set. For any queries before booking, feel free to contact us directly.

Choosing the right policy depends on several factors like your financial goals, family obligations, and budget. During our consultation, we’ll discuss these aspects to help you select the policy that best fits your situation.

Absolutely. Apart from providing security for your loved ones, certain life insurance policies can also serve as investment or savings tools, offering cash value accumulation and tax benefits.

Generally, life insurance death benefits are not taxable to the beneficiary. However, there are certain scenarios, like in the case of estate taxes or if the policy was sold, where taxes might apply.

We recommend reviewing your life insurance policy annually or after significant life events such as marriage, childbirth, or a major financial change, to ensure it continues to meet your needs.

Our services include individual and business tax preparation, tax resolution, tax strategy planning, and more. We cater to a broad spectrum of tax needs, ensuring compliance and efficiency.

Our tax planning services involve analyzing your financial situation from a tax perspective, with the aim to reduce tax liabilities and maximize eligibility for deductions and credits.

Contact us immediately. We can help you understand the notice and provide guidance on the necessary steps, including representation before the IRS if needed.

Yes, we offer Tax Resolution Consultation to help resolve issues related to back taxes, including negotiating payment plans or settlements with tax authorities.

We prioritize client confidentiality and data security. Our systems are encrypted, and we adhere to strict privacy policies to protect your sensitive information.