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JBrooks Wealth Advisors - CPA, CFP, PC

  1. Camelback East Village
  2. Arizona Accounting

Reviews, get directions and contact details for JBrooks Wealth Advisors - CPA, CFP, PC

Address: 4647 N 32nd St Suite B245, Phoenix, AZ 85018, USA
Phone: (602) 292-2009
State: Arizona
Zip Code: 85018


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info
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Reviews
We are a software solutions provider and develop web portals and part of the development is done overseas. We had been working with one of the top tax attorneys in the valley regarding matters on international taxation. On a continued basis he advised us that we would best be served by a CPA who understood our business model and could advice on tax matters and his first choice recommendation was Jeffery Brooks. We met with Jeffery Brooks and in our first meeting we were impressed by the wealth of knowledge and experience he brought to the table, no wonder he was so highly recommended. From that meeting to date it has been over 6 years, he has been handling our tax filings both at the corporate and personal level for the shareholders and constantly providing outstanding service and advice. The good thing about Jeff and his team, they are experienced, knowledgeable, professional, trustworthy, and above all very respectful.
8 years ago (19-12-2017)
What a God send ! Jeff has treated my case like it was his own finances involved . From the word go he has shown genuine interest in my financial future with massive action with daily requests for information in order to get in the know of my financial situation. His tireless efforts along with his remarkable knowledge of corporate tax structure has resulted in saving/making me 10's if not 100's of thousands of dollars now and eventually millions of dollars!!!!!! You Need Jeff and his Team on your side!!!! Gracias Jeff, I love you MAN!
8 years ago (20-12-2017)
Jeff Brooks and his team are great to work with. They are always very helpful and very prompt in answering any tax issues we may have! I would recommend them to anybody!!
8 years ago (19-12-2017)
As a new client with JBrooks Wealth Advisors, I can only express the wonderful experience I had. I selected Mr. Brooks for assistance with my CPA needs for my mother’s Trust. Mr. Jeffrey Brooks went beyond what I expected. He engaged with me in a real personal way. My concerns were his. This was followed by issues I had at the Bank. Jeff was immediately available by phone to handle any problem. The outcome was more than I could off gotten without his due diligence. My experience could only be described as personable, memorable and successful! I am quite pleased with the outcome and would recommend his professional services.
8 years ago (03-07-2017)
Jeff and his staff are wonderful. We had a very bad experience with a previous accountant that cost us tens of thousands of dollars in taxes and put us on a payment plan set up for 5 years. Jeff was able to get us refunds to apply to that debt three years in a row. Those back taxes were paid in full and we received an actual check from the IRS for 2016!
8 years ago (19-10-2017)
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