JW Financial - San Diego, California

yolanda P.

Professional, Knowledgeable and all around great company to handle all your Tax needs. I’ve been working with Jacqueline for many years, she always handles my taxes with care. Her knowledge for business, and accounting is never a question. JW Financial will always have me as a customer!

Sena W.

Jacqueline level of service and education has been instrumental in our business and personal bookkeeping and taxes. She has taught us so much in the short time we bought her in. I’m looking for a lifetime of growing in knowledge. She has definitely resulted in me managing my business smoother.

Shantilly M.

I love having my own personal tax person, somebody that I’m able to bring my problems and paperwork too and she is great sort it all out for me. Jacqueline is very well knowledged in her profession and always has the best interest for my family and friends. Her professionalism and the ability to expedite my tax concerns are two of her qualities I love the most. I do and would absolutely refer her to my friends and family. With the confidence their expectations and needs will be satisfied.

Hair P. (. P.

We’ve been using Jackie’s services for almost ten years now and that in itself speaks volumes. She does my business bookkeeping and sales tax all year long and at the end of the year she files our corporation taxes and personal taxes. Very professional, thorough and knowledgeable of her craft. Jackie has many accounting talents and we’ve used her for just about all of them. She’s one of San Diego’s best cpa and tax preparer in San Diego county. I recommend her bookeeping and tax services to everyone! We’re very happy never had any problems!

India P.

I've worked with Jacqueline for 2 years now to take care of my tax needs and couldn't be happier! She listens, provides helpful feedback, and truly cares about her work and clients. I appreciate her candor and have never felt like she wasn't looking out for my best interest. Check her out.

Juneka R.

Had a phone consultation with Ms. Jacqueline today. She is super sweet, kind and professional. She also listens.

Her prices are very affordable. Her pricing is based from the exact thing her clients need. If the work can be done by the client without her help, she will suggest that. She works with her clients financial situation.

I love that she let me ramble on and came up with the best solution for me to move forward. She is very good at explaining.

Will be using her services again.

Uri M.

Jackie has been doing my taxes for several years now and I highly recommend her. She makes it a very easy process and is very efficient with collating documents and filing everything on your behalf. And her services are reasonably priced as well.

April L.

Jacqueline was GOD SENT to my organization. She was professional and allowed input into revamping the accounting systems with my business. I highly recommend her services for any small or large business matters in accounting, bookkeeping or taxes. She organized 5 years worth of records for us in record time and we are grateful for her services. We will continue using JW Financial as our fiscal agency here at OHL.