Accounting
Corporate Tax Services
+3
Less than $10,000
Sep. 2021 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

“I’m really impressed with how deeply Jumping Jack Taxes understands my goals and how they actually care about me.”

Dec 9, 2021

CEO, Dental Staffing Firm

Anonymous

Other industries
New York City, New York
1-10 Employees
Phone Interview
Verified

A dental staffing company hired Jumping Jack Taxes to do their taxes and handle their bookkeeping and life insurance. They lead a monthly accountability program that offers tax strategies and financial advice.

With Jumping Jack Taxes' help, the client is able to save around $20,000–$25,000 on taxes every year. The reliable team works efficiently and communicates regularly. They take the time to explain all of the client's options and provide recommendations on how they can further grow their business.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a dental staffing company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Jumping Jack Taxes?

I needed someone who could give me financial advice and take care of my taxes.

SOLUTION

What was the scope of their involvement?

Jumping Jack Taxes handles my bookkeeping, tax preparation, savings, and deliverables, life insurance, and financial planning. They have a monthly accountability program, wherein I spend around an hour on the phone every month with my accountant to go over my tax strategies, clean up my books, and talk about how I can save on taxes and grow my business. They’ve also recently switched me over to an s corp.

What is the team composition?

I work with three people from Jumping Jack Taxes.

How did you come to work with Jumping Jack Taxes?

I found Jumping Jack Taxes through social media.

How much have you invested with them?

I’ve spent around $3,500 in total so far.

What is the status of this engagement?

We started working in September 2021, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Jumping Jack Taxes just put our s corp through, and if everything goes smoothly, our company will be looking at around $20,000–$25,000 of savings on taxes this year.

How did Jumping Jack Taxes perform from a project management standpoint?

Jumping Jack Taxes is very timely — they work very efficiently. We primarily communicate through email, and they’re always quick at responding to my emails.

What did you find most impressive about them?

I’m really impressed with how deeply Jumping Jack Taxes understands my goals and how they actually care about me. They explain everything really well and make sure to inform me of every option that I have as well as the different things that I can do to scale and grow my business.

Do you have any advice for potential customers?

Make sure to be open and honest about your goals and everything that you need. You need to be willing to discuss everything for them to help you in the best way possible.

RATINGS

5.0

Jumping Jack Taxes

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