Financial confidence starts with people you can trust.
For more than two decades, JAAG Financial Services has helped Peninsula families and small businesses simplify taxes, organize finances, and build stronger financial futures — through personalized service and experienced guidance you'll rely on for years to come.
Four decades of guiding neighbors through their most important financial decisions.
Jamie founded JAAG Financial Services in 2002 with a simple belief: Peninsula families and business owners deserve an accountant who actually knows them — someone who remembers the year the twins started college, the year the storefront opened, and the year plans for retirement finally came into focus.
With more than 40 years of tax preparation experience, Jamie has spent his career helping neighbors, entrepreneurs, and multi-generation families navigate changing tax laws and life events with clarity and calm. He leads an experienced team that includes two active Enrolled Agents, so clients receive the depth of a larger firm with the warmth of a local one.
What clients notice most isn't the credentials — it's the way he listens, the questions he asks, and the sense that their financial life is finally in trusted hands.
More than twenty years of trusted local relationships.
Clients come to JAAG for a tax return. They stay for the relationship. Year after year, our families and business owners return because they receive the same rare combination: experienced professionals, personal attention, and a firm that genuinely cares about the people behind the numbers.
- 01Personal attention on every return, every year
- 02A consistent team you'll know by name
- 03Reliable bookkeeping and clear communication
- 04Practical tax advice — not just tax preparation
- 05Peace of mind through every life and business change
Experience you can feel in every conversation.
Anyone can list their years in business. What experience actually means is what happens in the room — the questions we ask, the details we notice, and the calm we bring to complicated moments.
We anticipate the questions before they arrive at your door — from new tax laws to changing life circumstances.
Decades of experience means organized records, thoughtful planning, and returns that don't leave money on the table.
You'll leave every conversation understanding what happened, what's next, and why it matters for you.
We look beyond this year's return to what's coming — retirement, growth, estate, transitions, opportunity.
Tax law shifts constantly. Our team keeps up so your family and business don't have to.
The advice you needed at startup isn't the advice you'll need at scale. We adapt as you do.
Personalized guidance for the people and businesses of the Peninsula.
Financial care through every chapter.
From your first joint return to college years, home purchases, retirement, and estate considerations — we handle the paperwork so you can focus on the people who matter.
- Personal tax preparation
- Life-event planning
- Retirement guidance
- Estate considerations
Not a list of services — a set of transformations.
Every family and business we work with wants the same four things: order, readiness, clarity, and confidence. Our services are organized around those outcomes — not around industry jargon.
Stay Organized
So your books never keep you up at night.
- Bookkeeping
- Accounting
- Payroll
- QuickBooks setup & support
Stay Tax Ready
So filing is calm — not chaotic.
- Personal tax returns
- Business tax returns
- Year-round tax planning
- Compliance & filings
Make Better Decisions
So the numbers actually help you lead.
- Monthly financial reporting
- Business guidance
- Cash-flow awareness
- Forward-looking planning
Build Long-Term Confidence
So your financial life gets simpler as it grows.
- Year-round support
- Financial organization
- Relationship-based advisory
- Continuity you can count on
Relationships that outlast tax seasons.
The best measure of an accountant isn't a review from this April — it's the client who comes back every year for twenty. That's the standard we hold ourselves to.
"Jamie and his team have handled our family's taxes for over a decade. They remember us, they explain everything, and we've never once worried about a return being wrong."
"We came to JAAG when we started our business. Five years later, they're the reason our books are clean, our payroll is smooth, and we can actually plan ahead."
"Responsive, accurate, and genuinely kind. They treat you like a neighbor because they are one."
A trusted resource — not just at tax time.
Practical guides on California tax updates, QuickBooks, payroll, and financial organization — written by our team so you can make confident decisions all year long.
What Peninsula families should review before year-end
Bookkeeping habits that make tax season effortless
Setting up QuickBooks Online the right way from day one
Understanding recent California tax updates for 2026
Payroll basics every California employer should know
Choosing an entity: what actually matters for your future
Proudly serving the Peninsula since 2002.
Our office sits in the heart of Los Altos, and our clients live and work all across the Peninsula. Modern secure cloud collaboration makes it easy to work with us wherever you are — but we remain deeply connected to the community we've called home for more than two decades.
Let's build your financial confidence together.
Whether you're preparing for tax season, launching a business, or ready for a long-term financial partner — we'd love to meet you.