Business Details
17 Years
experience
Trusted Accounting & Tax Services in Carlsbad, CA
At JL Wennes CPAs, our mission centers on delivering personalized accounting solutions tailored to individual and business clients. With over 25 years of combined experience, our team of Certified Public Accountants and Enrolled Agents specializes in tax preparation, financial planning, bookkeeping, and strategic business consulting. We prioritize accessibility, ensuring clients receive timely support during regular business hours, and maintain a forward-thinking approach to optimize tax liabilities and long-term financial health.Our expertise spans diverse industries, including nonprofit organizations, estates, and small to mid-sized businesses. We emphasize transparency, security, and client education, offering quarterly management meetings and tax return reviews to align financial decisions with strategic goals. Rooted in Carlsbad, California, our firm combines boutique-style service with the resources of a large practice to deliver reliable, client-focused outcomes.
Services
Tax Preparation
Business Tax Services
Non-Profit Tax Filing
Bookkeeping
Estate Tax Preparation
Entity Formation
Quarterly Management Meetings
Tax Return Review
Strategic Planning
Payroll Services
Details
- Year established: 2009
Highlights and features
- We have over 25 years of combined experience in tax and financial planning.
- Our team of CPAs and Enrolled Agents provides year-round responsive service.
- We specialize in strategic business consulting across diverse industries.
- We implement secure, encrypted systems to protect client data.
- We offer comprehensive bookkeeping and tax integration for proactive planning.
Services
Tax Preparation
We prepare accurate individual and business tax returns, ensuring compliance with state and federal regulations. Our team maximizes deductions to minimize liabilities while providing clear explanations of the filing process. Clients receive personalized guidance to navigate complex tax scenarios and avoid common pitfalls.
Bookkeeping
Our bookkeeping services include accounts payable/receivable management, payroll processing, and financial statement preparation. We use cloud-based platforms like QuickBooks to maintain real-time, organized records, enabling clients to make informed business decisions and streamline year-end tax preparation.
Business Consulting
We provide tailored strategic planning for business growth, including entity formation, quarterly management meetings, and financial projections. Our consultants analyze industry-specific challenges and market conditions to develop actionable plans for long-term sustainability and competitive advantage.
Non-Profit Tax Services
We assist non-profits with maintaining tax-exempt status through accurate IRS and state filings. Our services include preparation of Form 990, governance documentation, and internal control recommendations to ensure compliance and safeguard organizational assets.
Estate Tax Preparation
We support trustees with estate and trust tax filings, adherence to distribution rules, and deadline management. Our team simplifies complex probate processes and ensures precise reporting for fiduciary returns, minimizing tax burdens for beneficiaries.
People
Janet Wennes
Certified Public Accountant & Owner
Janet founded JL Wennes CPAs in 2009 after 25 years in corporate accounting. She specializes in tax planning for individuals and businesses and holds a Master of Science in Taxation from Golden Gate University.
Hayley Craig
Certified Public Accountant
Hayley joined in 2010, focusing on small business tax returns and financial statements. She earned her degree from California State University San Marcos and emphasizes client education to simplify financial complexities.
Christy Hoffman
Enrolled Agent
Christy brings over 20 years of tax expertise, including international experience. She specializes in resolving complex tax disputes and earned her accounting degree from Point Loma Nazarene University.
Margit Henry
Lead Bookkeeper
Margit has 25+ years of bookkeeping experience, serving hospitality and small businesses. She specializes in QuickBooks systems and financial statement preparation to enhance business clarity and decision-making.
Nancy Dugery
Bookkeeper
Nancy offers meticulous bookkeeping with prior roles in marketing and hospitality sectors. She holds a certificate from De Anza College and assists clients in maintaining accurate financial records across industries.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, entity formation guidance, quarterly management meetings, and strategic planning to ensure compliance and growth-focused decisions.
Can you help non-profits maintain tax-exempt status?
Yes, we handle IRS Form 990 filings, state documentation, and internal control assessments to help non-profits maintain compliance and tax-exempt status.
How do you ensure client data security?
We use encrypted software and secure portals to protect sensitive financial information, adhering to strict confidentiality and industry best practices.
What sets your bookkeeping services apart?
Our bookkeeping integrates with tax planning, using cloud platforms like QuickBooks for real-time financial tracking and year-round tax optimization.
Do you offer remote tax preparation options?
Yes, we provide secure e-signature engagement letters, digital tax organizers, and remote document uploads for entirely virtual tax preparation services.
What experience do your CPAs have?
Our CPAs and Enrolled Agents have decades of experience across industries, including nonprofit work, estates, and businesses ranging from startups to billion-dollar corporations.
