About Journey Tax Solutions
At Journey Tax Solutions (JTS), we specialize in tax planning and advisory services for owner-managed businesses, family offices, and high-net worth clients. With over 15 years of experience in the financial industry and working at top accounting firms, our passion lies in providing extensive tax plans that make a material impact on clients’ bottom line.
What Our Clients Say
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JTSTM Services
Tax Advisory
We specialize in comprehensive tax advisory services for small business owners and high net worth individuals, aiming to maximize wealth and minimize tax liability.
Tax Compliance
We provide comprehensive tax filing services for businesses, maximizing deductions and credits to minimize tax liability. Our expertise covers corporate, personal, and trust tax filings [...]
Tax Education
We offer personalized tax education services for businesses and professional advisors, providing tailored resources to enhance your understanding of the tax system. [...]
Outsourced Accounting
We offer comprehensive financial and bookkeeping services to empower passionate business owners and high-net worth individuals. With a focus on strategic financial planning, [...]
Tax Advisory
We specialize in comprehensive tax advisory services for small business owners and high net worth individuals, aiming to maximize wealth and minimize tax liability.
Tax Compliance
We provide comprehensive tax filing services for businesses, maximizing deductions and credits to minimize tax liability. Our expertise covers corporate, personal, and trust tax filings [...]
Tax Education
We offer personalized tax education services for businesses and professional advisors, providing tailored resources to enhance your understanding of the tax system. [...]
Outsourced Accounting
We offer comprehensive financial and bookkeeping services to empower passionate business owners and high-net worth individuals. With a focus on strategic financial planning, [...]
Lastest POSTS
Why JTS?
Middle Market Focus
Focused on the middle market, we deliver exceptional tax advisory services, tailored to the unique needs of businesses and family offices. Trust us to navigate complexities and maximize your financial outcomes.
Technical Expertise
With strong technical tax expertise, our firm delivers strategic solutions for complex tax matters. Trust us to provide tailored advice that optimizes results for your business or personal financial goals.
Advisory Mindset
With an advisory mindset, we go beyond traditional tax compliance services, providing proactive guidance to aid in your decision making. Trust us as your strategic partner for expert advice and solutions.
Quality Service
We prioritize quality service, going above and beyond to exceed expectations. With attention to detail, prompt responsiveness, and personalized care, we ensure a seamless and satisfying experience for every client.
Practical Advice
Rely on our firm for practical tax advice tailored to your needs. We provide actionable solutions that help you achieve your financial goals in a tax efficient manner.
Cost Effective
We provide cost-effective solutions with reasonable pricing, ensuring high-quality tax advisory services that fit your budget.
About
Yvonne, the Founder of Journey Tax Solutions (JTS), specializes in tax planning and advisory services for owner-managed businesses, family offices, and high-net worth clients. With over 15 years of experience in the financial industry and working at top accounting firms, her passion lies in providing extensive tax plans that make a material impact on clients’ bottom line.
Her areas of specialization include corporate reorganization, succession planning, distribution and remuneration planning, personal tax planning, and general business advisory. Yvonne founded JTS with the goal of supporting middle-market clientele by leveraging her tax expertise, allowing business owners to focus on their vision and thrive. As a highly accomplished CPA, Yvonne’s dedication extends to continuous learning, tax education, and providing valuable insights to both the general public and other professional advisors.
Services
Tax Advisory | Tax Compliance | Tax Education | Outsourced Accounting
Strategic Tax Advisory
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Tax Compliance
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Tax Education
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Outsourced Accounting
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Process
Free Consultation
We offer a complimentary consultation call to understand your unique needs and circumstances, as well as how our services can help you achieve your goals. Take this opportunity to learn more about our services and set a solid foundation for our partnership.
Information Gathering
During this stage, we will collect detailed information to gain a comprehensive understanding of your unique financial situation. The information provided will be carefully analyzed and allows us to provide tailored solutions that align with your personalized objectives.
Proposal
Upon receipt of your information, we will present you with a comprehensive proposal and fee quote that outlines the opportunities identified and values we can provide. This proposal serves as a roadmap for our partnership, allowing you to choose the level of service you desire that aligns with your goals and aspirations.
Tax plan
At this stage, our team will design a personalized tax plan that meets your personal, financial and commercial needs and objectives. Our tax plan not only focuses on maximizing your financial return and minimizing your tax liabilities, but also considers your other non-financial objectives to ensure the plan is suitable for your unique situation.
Implementation and maintenance
Once the personalized tax plan has been developed, this stage implements the tax plan to ensure the achievement of the intended outcomes. We will provide ongoing support to ensure effective execution and continuous update of the tax strategy to remain in full compliance with tax laws and regulations.