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 CounselorĀ®, 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 CounselorĀ® 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.


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.

Tax breaks that are ending

Nearly every year some tax breaks go away. 2021 is the last year for some tax breaks. Actually, 2021 is special in that it is the only year for some tax breaks. Read about the ending tax breaks here.


When can I deduct travel expenses?

Unfortunately under current law there are more limited opportunities for to deduct travel expenses. But for the taxpayers that qualify, this can provide substantial tax savings. You can read about deducting travel expenses here.


How to pick your online tax software or a tax preparer.

It is your money. It is your personal information. It is important to make the right choice. I wrote this article to help you in your decision. I am biased and would prefer that you choose me. You can find some reasons to choose me here. If you do prefer software, consider 1040.com with its …