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JAH Financial Services & Real Estate LLC

JAH Financial Services & Real Estate LLC

Reviews Summary

Overwhelmingly positive with 5-star ratings praising professionalism, expertise, and exceptional customer service. Many highlight thorough tax guidance, personalized financial advice, and going above and beyond for clients. A few negative reviews mention delays or dissatisfaction, but the vast majority recommend the service highly for taxes, business support, and real estate needs. Clients appreciate the team's dedication, transparency, and family-like atmosphere.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Startups
Non-profits
Real Estate
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Startups
Non-profits
Real Estate
QuickBooks

Contact Information

Address

696 Park St

Hartford, Connecticut 06106

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday Closed

Customer Reviews

I recently had my tax return completed by JAH Financial Services, and I must say they are among the best in the business. I was thoroughly satisfied with the entire process. The team took the time to walk me through each step, ensuring that I fully understood what was being done. Their transparent and client-focused approach gave me great confidence in their work. Based on this experience, I will certainly be recommending JAH Financial Services to others.

I was facing overwhelming tax resolution issues with the IRS and didn?t know where to turn, but JAH Financial Services came to the rescue. Their team was professional, knowledgeable, and truly dedicated to helping me resolve my situation. They meticulously reviewed my case, communicated directly with the IRS on my behalf, and guided me through every step with clarity and confidence. Thanks to their expertise and commitment, I achieved a favorable outcome and gained peace of mind. I highly recommend JAH Fina

JAH Financial Service LLC is the best service you would desire. The are very friendly and they give you perfect advice and they are calm and smooth when dealing with you. They have good customer service and they are the best in meeting your needs with quick and prompt service.

I had the pleasure of working with Josette of J.A.H Financial Services my experience was nothing short of amazing. She was always professional in her approach and gave valuable advice on next steps. She helped my son and I from start to finish and I would say she went above and beyond. I highly recommend Josette and J.A.H Financial Services for your business needs, you will feel the care and support every step of the way.

J.A.H. Financial Service & Real Estate LLC is a client-focused, professional tax service firm dedicated to understanding each client's unique needs. They strive to provide expert financial advice and work to secure the most beneficial tax advantages for us individuals or businesses they serve.

As a Loan Officer, having reliable and knowledgeable partners is key to helping my clients achieve homeownership smoothly?and JAH Financial Tax Services has been exactly that. I?ve worked with their team on multiple occasions, and they consistently deliver accurate, timely, and professional tax preparation that directly supports the mortgage process. Whether it?s helping a client clean up prior-year filings, maximizing income documentation for loan qualification, or simply being available to explain the nu

They are reliable, honest and operate with integrity. I recommend them to anyone who is looking for great products and services. The management team always take the time to answer any questions and provides all options necessary. Overall exceptional service.

5 star ?? I recommend anyone who starting an business and need a website. Dean is the best. He made a website for its so good. Everyone loves it.

What would I do without Jah Financial Services!!! Omg!! Their level of support, knowledge, professionalism and care are beyond expectation! If you are in complete oblivion about your taxes, then please I implore you to beseech and allow the Jah Financial Team enlighten you?.. they are truly a God-send ?? it?s even in their name?.JAH!

Dean is a great accountant and tax prepare been with him since I stared my taxes in 2022 best decision I ever made for my business with pursing a home for my family he helped with my taxes to make it possible highly recommended

I recently filed my taxes at J.A.H. Financial Services and their customer service was Top Tier. Not to mention how knowledgeable they are. They gave me great financial advice.

Josette and her husband are the absolutely best I been going to them for years they get the job done i highly recommend this company wish I could give them a 10 star keep up the OUTSTANDING WORK JOSETTE AND TEAM !!

Very good people's walk me through everything I needed to know step by step with my taxes and my business. Thank you JAH Financials Services.

When it comes to a husband and wife team, I can't think of anyone else who cares about the performance both professionally and personally of their clients. I highly recommend j.a.h financial services

Very professional understand to all my needs patients kind and humble God bless them. A true blessing to the Community.

The service was precise and on point. There were no glitches. Everything was smooth, it was very quick and fast. The service was excellent!

Great service he did my taxes and everything was great im happy to use jah financial services

Dean and Josette are great tax professionals. Along with maximizing your return, they also educate you on the process and steps taken as you?re getting serviced. They provide a wide range of professional services to further your personal and business financial future.

JAH Tax Service is the greatest. She's very professional. I love how she answers all my questions, day in night literally. I highly recommend her services. If I can give her 100 stars I would. You won't regret going to her, I wish I found her 5 years ago.she is my go to. Whenever I need help she's always there. And if she can't she will research it and contact me. She goes above and beyond for her clients.

They where fast ,reliable and always easy to get a hold of

Known for their professionalism and attention to detail.

The most important and convenient company to handle all your necessary work and needs, both my wife and myself do business with the wonderful family at J.A.H financial services.

Knowledgeable, Excellent customer service.

I felt like family while there. They did my taxes & enlightened me on a lot of knowledge for many things to come. Thank you both Dean & Jossette.

Tbh I wouldn?t recognize nobody to go here at all I?m still waiting on refund money they didn?t do my tax on time they are unprofessional so much more they leave you on hold so much more be careful people

Great People Definitely Professional with everyone. Also they specializes, in the needs for people to learn more and know more about financing in every way.

Best place to get help with funds if you are a small business or looking to become one. They also help with taxes, real estate and guide to become and business owner.

Best financial company I've ever seen. Really recommend them from the bottom of my heart...

Professional. Efficient. Affordable

I love the services, stayed in contact also kept me up to date with what was needed.

I would highly recommend this business for all of your accounting and tax needs.

She knows her stuff, I was very pleased with my returns

Scam. Do not go here unless you want tax fraud on your papers.

Very dedicated and passionate team of professionals.

The best service in town

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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