JBrooks Wealth Advisors - CPA, CFP, PC

Tom Kaufman

Nov 7, 2021on

Ive been with Jeff for over 20 years.....I think that says it all.

CHUCK MORRIS

Nov 7, 2021on

I have been working with Jeff for the last seven years. I would highly recommend his services to anyone.

Clint G. Miller

Nov 7, 2021on

Jeffrey Brooks has been preparing both corporate and person tax returns for me. In addition, we meet earlier in the year to work on strategies to reduce taxes and other helpful insights to benefit my architectural practice. I have enjoyed working with Jeffrey and his team for two decades, they are high energy and fun. Sincerely Clint Miler AIA Positive Responsiveness, Quality, Professionalism, Value

L. D.

Nov 7, 2021on

My husband and I are so thankful to have found Jeff and his amazing team!! From the start, Jeff has been available for any questions or concerns. He has been our CPA since 2018. Him and the entire team are very professional and patient to explain information. We will forever be his clients. Judy we LOVE YOU!! Thanks for always been so responsive as well and to the rest of the team another BIG thank you! Positive Responsiveness, Quality, Professionalism, Value

Judy Gale

Nov 7, 2021on

As the firm Administrator, we are asking all potential new clients to wait until after June 30, 2021 to call about our services. We are NOT accepting any new clients at this time.

Erin Suwwan

Nov 17, 2020on

Jeff and his team have been preparing my taxes for several years now. His tax planning and knowledge of tax prep is excellent. I have full confidence in everything they do for me. Jeff keeps up with the ever-changing tax laws and I recommend him to anyone I know who has complex taxes. He is always very professional, yet treats me like family. His services are worth every penny.

Mike Carrillo

Nov 7, 2020on

Uhhhhhmmmmm.....what about the costs? How much to pay for individial state & federal tax return? Sounds like a place for rich ppl. Maybe im wrong.

Lorrie Glaeser

Nov 7, 2020on

J. Brooks and Advisors, has been my CPA firm for 20 +years. Jeff has provided my company with excellent, accurate, professional accounting services. Jeff has a warmth and caring attitude, over the years of business and personal I have come to rely on Jeffs friendliness as a bonus extension of who he is. I would highly recommend Jeff Brooks and his firm as reliable CPA, CFP, PC source of abilities.

Megan Rankin

Nov 7, 2020on

HUGE shoutout to Jeff Brooks!! He has taken the time, training and put in the hard work to be the best at what he truly does.. a rare thing these days. ☺️ It is a pleasure to work with such a great professional and his great team. Our office team and doctors really do appreciate the hard work!!

A. Rama

Nov 7, 2020on

Jeff is very knowledgeable, professional and always ready to help with any question. I would recommend JBrooks Wealth Advisors to anyone who needs an honest hard working team on their side. Positive Responsiveness, Quality, Professionalism, Value

Claudia Moreira

Nov 7, 2020on

Excellent service and really friendly. Jeff is like no other accountant, very knowledgeable and professional! I highly recommend him! Positive Responsiveness, Quality, Professionalism, Value