Some of life's picture perfect moments do not come with a picture perfect price tag. At JL Wennes CPAs in Carlsbad, California we help you plan for the future, from mapping out a plan to save for college to helping you make big decisions about retirement. And we are here for more than just the big things.
Completing your taxes and business consulting are our specialty too. Choose a CPA team that cares about your financial success, so you can spend less time worrying about the big picture and more time smiling for the camera. We are here to help you meet and understand your financial goals so that you can feel secure with your financial plan.
Completing your taxes and business consulting are our specialty too. Choose a CPA team that cares about your financial success, so you can spend less time worrying about the big picture and more time smiling for the camera. We are here to help you meet and understand your financial goals so that you can feel secure with your financial plan.
Services
At JL Wennes CPAs, we have one priority: our clients. Our mission is to provide an easy and welcoming approach to servicing you and your financial well-being. We have a forward-thinking style and focus on tax and financial planning to help pave the road to your financial success, both now and in the future.
Tax Planning and Compliance - Tax season can be stressful on anyone in charge of their or their businesses' finances. We take the terror out of tax time by preparing your taxes promptly and professionally, taking the time to be sure that you get maximum deductions and that, in the end, your taxes are successfully submitted in compliance with state and federal laws.
Full-Service Professional Bookkeeping - Our bookkeeping processes are flexible and customizable to fit any organization. We are able to take your company and break down processes, resulting in accurate and timely financial statements that are simple and easy to understand. Looking at a financial report will no longer mean seeing a page with jumbled information you don't understand.
The personal attention of a boutique operation complemented by the resources of a large firm. JL Wennes CPAs will guide you through the maze of forms that are required to be filed for you to maintain your tax exempt status. We will prepare your annual filing with the Internal Revenue Service and submit the proper documents to the State.
Please note that once you e-sign, you will receive an email to confirm your identity. You will need to confirm your identity for your signature to be fully executed. Upon request, we will send you your very own tax organizer, which is pre-filled with your tax information from the previous year. While it is not required, an organizer can serve as a useful guide when organizing your tax documents.
Reviews (10)
Jacqualynn G.
Nov 12, 2021
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Susan B.
Jul 09, 2020
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Annie M.
Jun 22, 2020
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I found Janet and her team several years ago, after many frustrating experiences of poor communication and mistakes made with previous accountants. Janet changed all that with our first meeting, and I have been referring people to her ever since.
Janet and her team are easy to work with, professional, and make the process easy, and for bonus points, enjoyable! Janet handles our personal and my business tax preparation. Payroll for my business is handled in house, and I have worked with Margit when I needed rescuing from my mistakes with bookkeeping on QB. (Anyone that can be that kind and patient
Janet and her team are easy to work with, professional, and make the process easy, and for bonus points, enjoyable! Janet handles our personal and my business tax preparation. Payroll for my business is handled in house, and I have worked with Margit when I needed rescuing from my mistakes with bookkeeping on QB. (Anyone that can be that kind and patient
Danielle M.
Jan 28, 2020
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Trish S.
Jan 21, 2020
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Janet has made some changes and although she's in the same location, she's technically a new business these days.
My last review still rings true and its copied here: I know my boyfriend might disagree, but Janet is the best thing that's ever happened to me! Thanks to the Yelps and his recommendation, she's now all up in my tax life and it's no longer a stressful and tedious issue - in fact! I look forward to seeing her next year (and the year after that and the year after that...) Who says that? "I can't wait to go see my tax professional!" Well, I do
My last review still rings true and its copied here: I know my boyfriend might disagree, but Janet is the best thing that's ever happened to me! Thanks to the Yelps and his recommendation, she's now all up in my tax life and it's no longer a stressful and tedious issue - in fact! I look forward to seeing her next year (and the year after that and the year after that...) Who says that? "I can't wait to go see my tax professional!" Well, I do
Kimberly P.
Aug 09, 2019
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Crystal V.
Jul 19, 2019
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I've been a client both personally and for my business for over 6 years. Janet Wennes is my accountant and she's been so great to work with. She makes tax season a piece of cake for me, shares strategies on how to get the most out of my business's finances and her team (especially Hayley!) are prompt, professional and easy to work with. I highly recommend JL Wennes CPAs to any individual or small business.
Eric D.
Jul 17, 2019
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Joyce B.
Jul 16, 2019
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Prior to discovering Janet, I have used several different CPAs. All were mostly financial record keepers without personalities. Over time, I found that I needed somebody able and willing to help me plan for both my personal and business future. My business was successful but very complicated. I had complex relationships with my siblings and our family businesses outside of CA.
At my first meeting with Janet, I learned that she had lots of experience that would be invaluable to simplifying my financial affairs. And she has become a strong financial right hand to me in my tax planning, exploring
At my first meeting with Janet, I learned that she had lots of experience that would be invaluable to simplifying my financial affairs. And she has become a strong financial right hand to me in my tax planning, exploring
Krystle T.
Jul 12, 2019
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Absolute lifesavers! JL Wennes CPAs have rescued us from the beginning. Gone are the days of fearing the tax man-because these ladies know what they're doing and they do it well! We use them for personal taxes, business taxes, bookkeeping, and soon- PAYROLL! Everything in one place, friendly, knowledgeable staff who are always willing and ready to help. We can't thank you all enough!
