Ready To Talk?
We're ready to listen.

Who We Are
Find out how we got started and about the values that define us.

Toolbox
Increase your decision -making power with our easy-to-use financial calculators.

2022 Year-End Tax Planning for Individuals

As we approach year end, now is the time for individuals to review their 2022 and 2023 tax situations and identify opportunities for reducing, deferring or accelerating tax obligations. JRBT Shareholders Angela Ragan, CPA and Kraig Fields, CPA discuss some things to consider in this Tax Talk video.