Tax Preparation

At JRA, our professionals have certifications in tax and investment management enabling them to provide more enhanced services than tax software or non-investment professionals can offer alone:

  • More than 30 combined years of high-level tax experience.
  • Returns personally prepared by our CPA and EA/CFP.
  • Proactive notification if a tax law change may greatly impact you.
  • Competitive pricing and referral discounts.

Already a JRA financial planning client?
JRA's tax professionals work directly with your Advisor. By choosing JRA's Tax Department for your return processing, we take care of the investment coordination for you. Revised 1099s are streamlined into your return and tax planning strategies are seamlessly integrated into your financial plan.

2017 Financial Footsteps gift certificates are now available! 
Click here for additional details.


Considering JRA Tax for the first time? Contact Dan Erdmann, CPA or Nancy Freeman, CFP, EA at for a free review of your previous year's return.

What sets JRA apart?
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