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Start Online
Create your client profile through the secure TaxesToGo portal.
JEWELS CONSULTING TAX
Strategy over surprises.
Professional tax preparation and year-round financial guidance with a personal, boutique experience. Start from your phone, upload your documents securely, receive a FREE quote, and decide when you're ready to move forward.
Secure online onboardingFREE quote before proceedingYear-round support
SIMPLE • SECURE • CONVENIENT
How your tax process works
A clear five-step client experience from onboarding to filing.
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Upload Documents
Send clear photos or PDFs of your tax documents from your phone or computer.
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Receive a FREE Quote
Review your preparation quote before deciding whether to continue.
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Approve & Pay
Pay directly or, when eligible, choose an available refund-related payment option.
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File With Confidence
Your return moves through preparation, review, signature, and electronic filing.
SERVICES
More than tax filing
Personalized support for individuals, business owners, new ventures, and established enterprises.
Individual Tax Preparation
Federal and state income tax preparation with secure document onboarding.
Business & Self-Employed Taxes
Preparation and support for business owners, contractors, and Schedule C filers.
Bookkeeping
Comprehensive bookkeeping services to help keep your business records organized.
Tax Planning & Analysis
Strategic planning, tax analysis, and compliance support designed to reduce surprises.
Pricing is based on the complexity of your return. Start through the client portal to receive a FREE quote before you decide to move forward. Third-party refund products, when selected and available, may have separate bank or product fees.
THE JEWELS EXPERIENCE
Relationships, not just transactions.
Jewels Consulting Tax takes a proactive and customized approach. The goal is straightforward guidance that helps clients make confident financial decisions throughout the year—not just at filing time.
“Strategy over surprises.”
Personal: Boutique attention and a client-first experience.
Convenient: Begin securely from home, work, or your mobile phone.
Transparent: Receive your preparation quote before deciding to continue.
Year-round: Tax planning, bookkeeping, analysis, and compliance support beyond tax season.
CLIENT REWARDS
Share Jewels. Get rewarded.
Two ways to make the Jewels Consulting Tax experience even better.
$100
Referral Reward
Receive a $100 referral payment for a qualifying first-time client you refer to Jewels Consulting Tax.
To qualify, the referred client must be a first-time client, have their return completed, have the return funded by the IRS, and have the tax preparation fee fully paid. Current-year program deadlines and additional terms apply.
$50
New Client Discount
A qualifying first-time client may receive $50 off their tax preparation fee with the referral card.
The referral card must be presented before tax preparation begins. The discount applies to the qualifying current-year return and is subject to program terms.
READY TO GET STARTED?
Your secure client portal is open.
Enter your information, upload your documents, get your FREE quote, and move forward when you're ready.
Open Secure Client PortalBefore You Start
- Have your tax documents nearby.
- Use a current email address and phone number.
- Upload clear, readable photos or PDFs.
- Review names, Social Security information, and banking details carefully before submitting.
CONTACT JEWELS
Questions before you file?
Call, text, or email Jewels Consulting Tax.
FAQ
Before you get started
Do I pay before receiving a quote?
No. Start your onboarding and receive a FREE quote before deciding whether you want to move forward.
Can I upload documents from my phone?
Yes. The TaxesToGo onboarding process is mobile-friendly.
Is the portal secure?
The Start My Tax Return buttons direct you to the TaxesToGo portal used for secure onboarding and document upload.
Are tax preparation fees the same for everyone?
No. Pricing can vary with the complexity and forms required for the return, which is why Jewels Consulting Tax provides a quote before you proceed.