Your financial future, simplified
Discover how James Lou Financial can help you navigate the complexities of taxes and finances. We offer family-friendly, reliable services at a reasonable cost, keeping more of your hard-earned money where it belongs – in your pocket.
Our services
We offer a comprehensive suite of services designed to meet the diverse financial needs of families and small family businesses. From tax preparation to budget planning, we're here to help you achieve your financial goals.
Tax preparation
Expert tax preparation services for families and small businesses. We ensure accuracy and maximize your returns.
Family budget planning
Create a realistic and effective family budget to achieve your financial objectives. We help you manage your income and expenses.
Small business bookkeeping
Keep your small business finances organized with our bookkeeping services. We handle everything from recording transactions to generating financial reports.
W4 assistance
Need help to fill out a W4? James Lou financial can help.
Bill pay assistance
Need help managing paying bills? James Lou Financial can help.
Virtual Assistant Sevices
To take the mental load off your plate so you can breathe again
Why choose James Lou Financial?
We're committed to providing family-friendly, reliable financial services at a reasonable cost. Our goal is to help you keep more of your hard-earned money.
Personalized service
We understand that every family and small business is unique. That's why we tailor our services to meet your specific needs and financial goals.
Ready to get started?
Book your tax appointment today through my Scheduler and experience the James Lou Financial difference. Let us help you navigate your financial journey with confidence.
