About Us

 

My name is Jason W Burke and I have been in the tax and financial services industry for over 20 years. My first accounting experience started when I worked as a accounting clerk at my father's wholesale distribution business while in college.

Then in college my first accounting firm experience came when my tax professor offer me a position at his firm. It was at this small sole proprietor firm I learned many of the details and requirements of small business. We were a one stop shop, so I quickly learned the various tax forms for the city, county, state and federal governments. It was in this environment that I learned that a CPA isn't just a tax advisor but many individuals MOST trusted advisor.

After leaving the small local firm in Orange County I moved to a much larger local/regional firm in Ontario. Here I spent the last 6 years fine tuning my skills with small business and was introduced to the medium-large business environment. I spent the first couple of years working directly for the partners of the firm, learning the differences between small and large corporations as well as the differences in the sizes of CPA firms.

I was soon promoted to Tax Manager and was responsible for a specific group of clients as well as staff of the firm. After several years of managing numerous professionals I finally realized what a truly wanted, MY OWN FIRM. From the very beginning I was always passionate about my work as well as my clients and always strive for nothing but the best for each and every one of them.

I feel that I can add that personal touch that so many other firms are lacking. I am a Board Certified Public Accountant by the State of California, and I am a member of the AICPA (American Institute of Certified Public Accountants). I also belong to the California Society of Certified Public Accountants.

I have attained a belief of service, technical expertise, and innovative thinking to meet the needs of a rapidly-changing world. My experience and academic credentials will provide you with all the expertise of any other larger firm, while my commitment to exceptional customer service offers a personal, one-on-one approach. Our mission is to gain an understanding of our client's short term and long term goals, by understanding these goals we provide accounting, consulting, and tax strategies that are specific to each unique client. We can then provide our Clients with an overall complete picture, so that we can do what is necessary to assist in attaining short-term and long-term goals.

Consulting includes a broad range of services that fall outside traditional accounting services. Our expertise includes a variety of planning, valuation, and management advisory services. Other specialty consulting skills are industry-specific to the development and construction industry, manufacturing, and inventory intensive industries. With our Nontraditional Services we can solve your problem, analyze your issues, or set new strategies.

The professionals at JWB Tax and Financial Services have a considerable amount of knowledge working with federal and state taxation issues affecting individuals, corporations, s-corporations, limited liability companies, partnerships, estates, trusts and non-profit entities. We prepare all necessary tax returns to ensure that our clients are in compliance with all federal and state tax laws. We also work with our clients to meet specific business and personal needs and goals. We are continuously exploring forward thinking yet practical solutions for our client's tax and accounting needs.