Tax Services • Bookkeeping • Mobile Notary
Behind on Your Books? Let’s Get You Caught Up and Tax Ready.
Bookkeeping, bank and credit-card reconciliation, tax preparation, CPA-ready record organization, & mobile notary services
Here at Jws financials, we are about you and your taxes
Helping individuals, families, and small business owners stay organized, tax-ready, and financially confident.
At JWS Financials, we provide reliable tax preparation, bookkeeping support, bank and receipt reconciliation, income statements, profit and loss reporting, and mobile notary services. Whether you need help filing taxes, cleaning up your books, organizing receipts, or notarizing important documents, we are here to help you get it done with care and professionalism.
Keeping Finances in Check, One Ledger at a Time
Let us keep track of those receipts and balance statements
We offer bank reconciliation - P&L/Income/financial statements
Site Content
Prior-Year Tax Section
Bookkeeping That Keeps Your Business Tax-Ready
Bookkeeping That Keeps Your Business Tax-Ready
Need to File Prior-Year Tax Returns?
If you have missed one or more years of tax filing, we can help you get back on track. JWS Financials assists clients with gathering documents, organizing tax information, and preparing prior-year tax returns.
Do not let old tax years keep stressing you out. Let us help you take the next step.
Bookkeeping That Keeps Your Business Tax-Ready
Bookkeeping That Keeps Your Business Tax-Ready
Bookkeeping That Keeps Your Business Tax-Ready
What We Track and Reconcile
Bank Reconciliation
We compare your bank statements to your business records to make sure your income and expenses are properly recorded.
Receipt Reconciliation
We help match receipts to purchases so your records are cleaner, more complete, and easier to support.
Income Tracking
We organize business income so you can see what money came in and where it came from.
Expense Tracking
We categorize expenses so your records are easier to review and prepare for tax filing.
Profit and Loss Statements
We prepare reports that show your business income, expenses, and net profit or loss.
Income Statements
We provide clear income statement reporting so you can better understand your business performance.
Best For
- Self-employed business owners
- Contractors
- Service-based businesses
- Small offices
- Cleaning businesses
- Retail businesses
- Food and restaurant businesses
- Side businesses
- New business owners who need help getting organized
** The information provided on this website is for general informational purposes only and does not constitute tax, accounting, legal, investment, or financial advice. Information may not apply to every individual or business situation. No professional-client relationship is created by visiting this website, submitting an inquiry, or communicating through the website. Services and recommendations are based on each client’s individual circumstances.
Mobile Notary Services
Receipt Retention / Organization Section
Receipt Retention / Organization Section
Can’t make it to an office? JWS Financials offers mobile notary services for clients who need documents notarized at a convenient location.
We can assist with commonly notarized documents such as:
- Affidavits
- Power of attorney documents
- Acknowledgments
- Jurats
- Business documents
- Personal documents
- Loan signing support
- General notary requests
We bring professional notary service to you, within a reasonable service area and appointment availability.
I AM NOT AN ATTORNEY LICENSED TO PRACTICE LAW IN TEXAS AND MAY NOT GIVE LEGAL ADVICE OR ACCEPT FEES FOR LEGAL ADVICE.
Receipt Retention / Organization Section
Receipt Retention / Organization Section
Receipt Retention / Organization Section
Receipt Retention and Office Organization
Receipts and paperwork can pile up fast. We help business owners organize receipts, match expenses, and create a cleaner recordkeeping system.
This service is great for:
- Business owners with boxes or folders of receipts
- Clients preparing for tax season
- Businesses needing expense backup
- Offices needing better file organization
- Owners who do not have time to keep up with paperwork
Organized records make tax time easier and help you better understand your business.
Meet our wonderful team that is dedicated to helping you
Kendrick - Office Manager
Kendrick - Office Manager
Kendrick brings over 10 years of experience in individual and Schedule C tax preparation. His knowledge, attention to detail, and commitment to continuing education allow him to provide dependable support to clients during tax season and beyond. As Office Manager, Kendrick helps ensure each client receives professional, organized, and quality service.
(Cell) 817.733.0186
Andrea
Kendrick - Office Manager
Andrea is dedicated to providing friendly, reliable, and professional tax service to every client she assists. With her ability to communicate in both English and Spanish, she helps make the tax process easier and more comfortable for a wide range of clients. Andrea takes pride in offering helpful service with patience, care, and a welcoming smile.
(Cell) 682.716.0060
Jason
Jason is committed to providing excellent customer service and making sure clients feel supported throughout the process. He takes the time to understand each client’s needs and works to deliver dependable assistance with professionalism and care. His goal is to help every client feel valued, respected, and satisfied with their service.
(Cell) 469.890.9855
Isabel
Sharol-Owner
Isabel brings ambition, dedication, and a positive attitude to the JWS Financials team. She is committed to helping clients feel confident and satisfied with their tax service. Her ability to communicate in both English and Spanish allows her to better serve clients and provide a smooth, comfortable experience.
(Cell) 682.248.4545
Sharol-Owner
Sharol-Owner
Sharol-Owner
As the owner of JWS Financials, I bring over 10 years of experience in tax preparation, financial support, and client service. I am passionate about helping individuals, families, and small business owners with tax services, bookkeeping, mobile notary, and loan signing needs. I am committed to providing professional, dependable, and personalized service that helps clients feel confident and financially organized.