JM Accounting
Tax & Advisory
Full-service financial, tax and advisory firm with over 25 years experience.
At JM Accounting, we are committed to exceeding client expectations in every interaction.
Our mission is to empower businesses by providing expert guidance in accounting and financial management, allowing our clients to focus on what matters most—growing their business.
We value integrity, precision, and a client-first approach, ensuring that every solution is tailored to your unique needs.
Our vision is to be the trusted partner for startups and established companies, helping them navigate the complexities of finance with confidence and clarity.
Contact Us
(818) 613-8110
– Joey Megia, CPA Principal
Areas of Practice
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Financial Statement Preparation:
We prepare clear, detailed, and accurate financial statements tailored to your business needs, ensuring compliance and providing valuable insights for decision-making.
Account Review & Analysis:
Whether you need a second set of eyes or a deep dive into your financial health, we provide thorough account reviews to identify opportunities for improvement and ensure accurate record keeping.
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Individual & Business Tax Return Preparation:
Our expert team ensures your personal and business tax filings are accurate, compliant, and optimized for maximum benefit.
Income Tax Planning & Advisory:
We help you develop proactive tax strategies that minimize liabilities and align with your financial goals, giving you peace of mind year-round.
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Business & Financial Planning: Whether you’re starting a new venture or seeking to refine your existing operations, we provide actionable insights and guidance to ensure your business is on a path to success.
Organizational Structure Optimization: We help you choose and implement the right structure for your business to maximize operational efficiency and tax benefits.
Budgeting: Stay on track with comprehensive budgeting services that help manage cash flow, allocate resources effectively, and plan for future growth.
Investments: Our advisory services extend to investment planning, guiding you to help you make informed decisions that align with your financial goals.
“Exceeding client expectation is on top of my to do list .”
– Joey Megia, CPA Principal