Client Resource Center

It depends on your situation, but at a minimum you'll need W-2s, 1099s, and records of any deductions you plan to claim. See the Individual or Business Tax Prep Checklists above for a complete list. JEM CPA also sends a personalized document request through the client portal before each filing season.

An extension gives you more time to file, not more time to pay. If you owe taxes, you're still expected to pay by the original deadline (April 15 for most individuals). Filing an extension is completely normal and does not increase your chances of being audited. JEM CPA can help you estimate what you owe and file the extension on your behalf.

The QBI deduction allows qualifying self-employed individuals and small business owners to deduct up to 20% of their qualified business income. It generally applies to pass-through entities like sole proprietorships, LLCs, partnerships, and S corporations. There are income thresholds and limitations, so it's worth discussing your specific situation with JEM CPA.

The IRS generally recommends keeping tax records for at least three years from the date you filed. If you reported income that you should have reported but didn't, keep records for six years. For property records, keep them until the period of limitations expires for the year you dispose of the property. When in doubt, hold onto it longer.

If you owe taxes and don't file or extend by April 15, you may face a failure-to-file penalty (5% of unpaid taxes per month, up to 25%) plus interest. If you're due a refund, there's no penalty for filing late, but you should still file as soon as possible. JEM CPA can help you file prior year returns and work through any penalties.

Many small businesses need both, and at JEM CPA you get both in one place. Bookkeeping keeps your day-to-day financial records accurate and up to date. A CPA brings strategic tax planning and compliance expertise. When your bookkeeper is also a CPA, your books are maintained with tax season in mind all year long.

Catch up bookkeeping is the process of bringing your books current when they've fallen behind, whether that's a few months or a few years. JEM CPA reviews your bank and credit card statements, categorizes all transactions in QuickBooks Online, reconciles your accounts, and produces accurate financial statements. No judgment, just clean numbers.

At minimum, monthly. JEM CPA provides monthly bookkeeping that includes reconciliation and financial statements, so you always have a clear picture of where your business stands. Reviewing your Profit & Loss and cash position monthly helps you make informed decisions and catch issues early.

It starts with a free consultation to understand your situation. From there, you'll receive an invitation to the JEM CPA client portal (TaxDome), where you can securely upload documents, sign engagement letters with eSignatures, and communicate directly with your CPA. The entire process is paperless and designed to be as simple as possible.

JEM CPA collects a retainer upfront before work begins. Any additional charges beyond the retainer are settled once your return is prepared and ready for your signature. No hourly billing, no surprise invoices after the fact.

Absolutely. JEM CPA is a remote-first practice. Everything is handled digitally through the client portal: document upload, eSignatures, messaging, and invoice payment. While the firm is based in the Spring and Woodlands area, JEM CPA serves clients across Texas.

TaxDome is a secure client portal where all communication and document exchange happens. You'll receive an email invitation to create your account. From there, you can upload documents, sign engagement letters, view invoices, and message your CPA directly. It's available on desktop and has a mobile app as well.