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. He has expertise in military tax situations and is a member of the Military Tax Experts Alliance.

Financial counseling and coaching landlords and virtual tax professional business owners.

Taxes: preparation, consulting, and planning. I have a military landlord taxes specialty.

Many new landlords struggle with setting up their rental activity. The transition to becoming a landlord can be difficult. I help new landlords make their best choices and to find their best approaches for this new for them endeavor. I can be your partner in navigating landlord finances. I don't sell financial products like insurance or investments. I don't provide investment advice.

I also provide business and financial coaching for virtual tax professional business owners who are starting out or who want to make some changes. It isn't easy to build your optimal business. I can be your guide to help you build the business you want.


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-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.

Set up an LLC they said…

As a whole I think people like to provide helpful advice. Often if you have business or rental activity someone tells you should have a Limited Liability Company (LLC). Sometimes that advice is spot on. Sometimes it is not. Sometimes, along with that advice, they share information that may create false expectations. You can save …

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The Military Moving Expense Deduction

The Longest Article You’ll Ever Read on the Moving Expense Deduction I have been asked again and again to write an article on this topic. I haven’t until now because I don’t see a way I can write it and NOT be inaccurate or misleading or too incomplete without writing a huge article. If you …

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