J&R Tax & Wealth Solutions

Founder-led tax preparation, virtual and in person

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Description

J&R Tax & Wealth Solutions offers individual and business tax preparation services for the upcoming 2027 filing season, covering 2026 tax-year returns. Based in downtown Fargo, ND, the founder-led business serves employees, families, students, retirees, self-employed individuals, and small companies. Clients can choose virtual appointments, meeting from home and sharing documents securely, or in-person sessions for a face-to-face experience. Services include handling W-2 and 1099 income, family and education credits, retirement and investment income, Schedule C filings, LLC returns, and record-keeping guidance. The business emphasizes personalized attention, transparency, and helping clients achieve the best tax outcome they legally qualify for, without guaranteeing specific refund amounts.

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