helping You REACH your financial Goals

About Us

Planning Futures

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We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Tax preparation 
  • Representation before the IRS
  • Bookkeeping and Payroll Services
  • New Business Formation
  • Debt & Credit Counseling

As an independent financial services firm, we offer many different products and services to meet your needs.

Comprehensive Approach

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Our specialist has the elite status of Enrolled Agent and is granted unrestricted rights to represent clients before the IRS.  Our speciality is in tax preparation, banking, business start-up, bookeeping, and other business services. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

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Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to schedule an appointment for your tax preparation, resolve problems with the IRS, or for new business start up strategies that will help you realize your financial dreams.

Our Company

Owner

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Jenny Breedy is a former Vice President of a major New York bank.  After 24 years of banking, she left the corporate world and started JAB Financial Services in 1996.  She is an Enrolled Agent, admitted to practice before the IRS.  She is the Secretary of the New Jersey Society of Enrolled Agents, a graduate of Rutgers University and the recepient of the Black Achievers Award in Industry.     

Enrolled Agent

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We are the tax professional with unlimited representation rights , meaning that we can represent clients on any matter including audits, payments, collection issues and appeals before the IRS

Registered Tax Return Preparer

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We prepare Individual, Business, Non-Profit Organization, Estate and Trust tax returns.  We offer many bank products:  Tax preparation fee paid with your refund.  Prepaid debit and credit card.  Bank check issued at our office.  You can also have your refund directly deposited into your bank account

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JAB Financial Services

838 Easton Avenue, Somerset, New Jersey 08873, United States

Tel : (732) 448-0753
Fax: (732) 448-0754

Hours

Monday - Friday: 9am - 6pm

Saturday: By appointment

Sunday: Closed

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