Welcome!

Whether you are looking for affordable tax planning and tax preparation or to better your finances, you have come to a good place. JZ Financial Management is owned and operated by Jerry Zeigler an Accredited Financial Counselor®, an Enrolled Agent, and a US Navy veteran. He has been tax planning and preparation since 2011. He has been in the personal finance field since 2010.

Better Finances, Better Living: financial counseling and education

Taxes: preparation, consulting, and planning

Why seek financial counseling? Because you want a change and you are ready to make it happen. Because you would like some guidance for reaching your financial goals. Because you have some questions and you want someone experienced and trained to help with them. I am an Accredited Financial Counselor® and I help people with personal finances in some different ways. I can help you figure out solutions to an immediate financial concern. I can assist with sorting through competing financial priorities, with budgeting, and in determining the right path forward. I can be your partner in navigating that path. I don't sell financial products like insurance or investments. I don't provide investment advice. I am a member of the Better Financial Counseling Network and we focus on Better Finances for Better Living.

https://betterfinancialcounseling.com/

As an Enrolled Agent, the highest credential the IRS awards, I have the expertise to prepare your tax returns properly. If you are looking for affordable tax preparation, tax consulting, or tax planning-all done remotely, you in the comfort of your home or while on a road trip- this is the place. I am experienced with preparing tax returns for states all across America. I'm also familiar with preparing returns for multiple states, more than one state for the same taxpayer. I have considerable experience with tax prep for military families. I enjoy making sure taxpayers pay only the income taxes that they are legally required to pay. I enjoy researching and problem solving with tax issues and doing tax planning. If you don't enjoy dealing with taxes-give me the documents and info and I'll make it as painless as possible. But if you want to understand more than just the results, I am happy provide some information and education.

Let’s Talk

We can speak over the phone or virtually and find out how I can help or we can just get started.

Three Easy Peasy savings options for your tax refund.

Many of us taxpayers find that our tax refund slips through our fingers within a few weeks of receiving it. And some of us wished we had saved all, or at least some, of it.  If you are among the want-to-be savers, here are a few ideas to help make that happen: Lower Your Tax …

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I Received a 1099-C, Cancellation of Debt. Is this taxable?

If a debt is forgiven or discharged for less than you owe, the amount of debt that you don’t have to repay is considered to be cancelled. Cancelled debt can happen if the creditor or lender can’t collect, or if they have given up on collecting. Since in theory at least, having your debt cancelled …

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