Tax Planning

JWJ does not just help save on taxes. We help our clients achieve their mission. We take a broad approach to finance that considers your actual operations. We seek to help you collaborate, expand networks and engage with community to maximize the impact of what you do.

tax advisory

With sound tax planning, you can be confident you are making progress toward your goals. We are here to give you a clear view and offer solutions to help protect and grow your assets.

business coaching

Capitalism is constantly changing. Business models that join together two or more sectors into collaborative partnerships are transforming service delivery, product design and are shifting demand away from companies stuck in their old ways. Looking at Social Return on Investment (SROI) qualitatively and measuring quantitatively with key performance indicators (KPI) is good for everyone. We aim to help you measure your success.

charitable giving

Giving back with your time and resources is rewarding and brings joy.  It also brings opportunity to maximize value and allocate resources to those who need help. This can require planning whether it be a trust, donor-advised fund or setting up your own foundation. Or by counseling family heirs to preserve governance and values. We value a spirit of gratitude. Growing personally and giving to others goes hand-in-hand.