Navigating Your Tax Journey
Education, Guidance, and Personalized Tax Solutions
Built Around Your Life Events
Navigating Your Tax Journey
Education, Guidance, and Personalized Tax Solutions
Built Around Your Life Events
Education, Guidance, and Personalized Tax Solutions
Built Around Your Life Events
Education, Guidance, and Personalized Tax Solutions
Built Around Your Life Events

Every year individuals experience “Life Events.” These life events have an impact on our taxes. We also make life choices that have tax consequences throughout the year.
Jamison’s Tax Consulting is a year-round resource for educating taxpayers regarding these life events. The IRS has created a list of common life events due to the financial impact on individuals at the end of the year. We do not lock our doors. We do not roll down the blinds. We do not roll over your call to a call center. We are part of your community. We are an educationally based tax service.
We provide a weekly blog that addresses common mistakes and misconceptions regarding tax filing and tax issues. Once a month, we offer one hour free to the public, “Tax Talks” that focus on common life events.
At Jamison’s we understand that your hard-earned dollars need to stay in your pocket. Individual taxes are just that, individual. You may qualify for free tax software program. At Jamison’s we understand that once you utilize free tax software you have no representation. Did your return get rejected? Did you get a letter? Do you owe more taxes than you can pay? Are you a student or an individual who has utilized VITA or AARP in the past and has experienced a life event that puts you out of scope? Check out Your 1040 to understand why the best option is not always free and how we can help.
Jamison’s offers big box perks with a small-town heart. Do you need a loan advance on your refund? We can do that. Do not have a bank account or want your refund deposited in a separate account. We offer a VISA card that you set up. You can pay for your fees right out of your refund with no money leaving your pocket. Do you require a resolution for taxes owed?
Our tax services include an app that lets you file simple returns right from your phone. Never leave home with critical documents. Scan them directly to our encrypted portal and chat securely. Have you paid over $\$2500$ in taxes over the past three years? We can collaborate with you to bring that down.
Jamison’s is conveniently located in Petaluma. Our platform allows us to meet you where you are. Whether it is a zoom meeting or at Keller Street Coworks where you have free covered parking right next door.
After two years of working with a large tax-in-the-box company, I learned two things: I enjoy helping people navigate their tax issues and individuals need a year-round resources to address life events. We are education driven. Schedule a free 15-minute consultation to hear what we can do for you.
I would be pleased to meet you at your favorite local coffee shop!
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