Licensed CPA — Florida
Tax expertise
you can trust.
Jimenez Ventures delivers personalized tax preparation, strategic planning, and year-round financial guidance — all through one secure client portal.
What we handle
Individual Taxes
1040, 1040-NR, all schedules
Business Taxes
S-Corp, LLC, sole proprietor
Tax Planning
Year-round strategy & projections
IRS Representation
Audits, notices, negotiations
Why Jimenez Ventures
More than just filing your taxes
We combine rigorous tax expertise with modern technology so your financial picture is always clear — and always accessible.
Secure Client Portal
Upload documents, track your return status, and view year-over-year tax summaries — all in one private, encrypted hub.
AI-Assisted Processing
We use leading AI tools to extract and verify data from your returns faster, with every result reviewed by a licensed CPA before saving.
Dedicated CPA
You work with the same expert every year — someone who knows your financial history and proactively spots opportunities to reduce your tax bill.
Year-Round Service
Tax questions don't wait for April. We're available for planning sessions, estimated tax calculations, and life-event guidance all year long.
Year-over-Year Insights
Your portal dashboard shows income trends, deduction breakdowns, and tax comparisons so you can track progress year after year.
Privacy-First
Your data is encrypted at rest and in transit, protected by row-level database security, and never sold or shared with third parties.
Ready to get started?
Schedule a free 15-minute consultation — no obligation, no jargon.
About us
Built on trust,
driven by results.
Jimenez Ventures was founded to make expert tax and financial guidance accessible — combining personal attention with modern tools so every client always knows where they stand.
Our mission
Clarity over complexity
Too many people pay more tax than they owe — or miss opportunities — because the system is complicated and their advisor only shows up in April. We set out to change that by staying engaged year-round and telling clients exactly what's happening with their money.
Integrity
We apply the tax code honestly and never recommend strategies that cross legal or ethical lines — period.
Transparency
Plain-language explanations, clear pricing, and a portal that puts all your data at your fingertips — no black boxes.
Proactivity
We flag issues and opportunities before they become problems, not after the deadline has passed.
Confidentiality
Professional confidentiality is fundamental. Your financial information stays between you and your advisor — no one else.
Modern Tools
We invest in secure, up-to-date technology so routine tasks are fast and accurate — freeing us to focus on advice, not data entry.
Client-First
Every recommendation is measured against a single question: is this genuinely in the client's best interest?
Your CPA
The person behind your numbers
Jose Jimenez, CPA
Founder & CPA
Licensed CPA with expertise in individual and small business taxation. Dedicated to delivering clarity and maximizing every client's tax position through proactive, year-round planning.
Let's work together
Reach out to learn how we can help simplify your tax life.
What we offer
Comprehensive tax and financial services for individuals, families, and businesses of all sizes.
Core services
Everything tax, under one roof
Individual Tax Preparation
Accurate, efficient preparation of your federal and state returns — every deduction found, every credit applied.
- Form 1040 & all schedules (A, B, C, D, E)
- Multi-state filings
- Investment & rental income
- Freelance & self-employment income
- Prior-year amended returns (1040-X)
Business Tax Preparation
Full-service entity filing for small businesses, LLCs, and S-Corporations — compliant and optimized.
- S-Corporation (1120-S)
- Partnership returns (1065)
- Schedule C (sole proprietor)
- Florida state business filings
- K-1 preparation for shareholders
Tax Planning & Strategy
Proactive, year-round advice to minimize your tax liability — not just compliance, but strategy.
- Quarterly estimated tax projections
- Retirement contribution optimization
- Entity structure analysis
- Capital gains & loss harvesting
- Life-event planning (marriage, sale of home, business)
IRS Representation
If the IRS comes knocking, you don't have to face them alone. We handle audits, notices, and collections on your behalf.
- Audit defense & representation
- IRS notice response & resolution
- Installment agreement negotiation
- Penalty abatement requests
Financial Consulting
Big financial decisions deserve a CPA's perspective. We provide objective analysis to help you make confident choices.
- Business startup & entity selection
- Real estate tax analysis
- Compensation structure review
- Buy vs. lease analysis
How it works
Simple from start to finish
1
Reach out
Contact us for a free consultation. We'll discuss your situation and confirm which services fit.
2
Get portal access
We create your secure client account. Upload documents, track checklists, and message your CPA.
3
We do the work
Your CPA prepares your return, keeps you updated on status, and flags any questions before filing.
4
Review & file
You review your completed return in the portal, sign electronically, and we file. Done.
Find the right plan for you
Transparent, flat-rate pricing — no surprises at billing time.
Simple, transparent pricing
Flat-rate fees — no hourly billing surprises, no hidden add-ons.
Individual plans
Tax preparation for every situation
Choose the plan that matches your filing complexity. Not sure? We'll recommend the right one during your free consultation.
Essential
$299
per tax year
Ideal for straightforward W-2 filers with simple finances.
- Federal & one state return
- W-2 income
- Standard or itemized deductions
- Secure client portal access
- Electronic filing
- Investment / rental income
- Self-employment schedules
- Multi-state filings
Most Popular
Premier
$549
per tax year
For investors, landlords, and freelancers with multiple income streams.
- Federal + up to 3 states
- W-2, 1099, self-employment (Sch C)
- Investment income (Sch D/B)
- Rental income (Sch E)
- Secure client portal access
- Electronic filing
- One tax planning session
- Business entity returns
Business
Custom
contact for quote
S-Corps, partnerships, and businesses requiring entity-level returns plus owner individual filing.
- Business entity return (1120-S, 1065)
- K-1 preparation
- Bundled owner individual return
- Quarterly estimated tax support
- Secure client portal access
- Annual tax planning session
- Priority response time
Prices shown are starting rates. Additional fees may apply for amended returns, prior-year catch-up filings, or IRS representation.
All fees are communicated upfront before work begins — no surprise invoices.
Add-on services
À la carte options
Amended Return
$199+
1040-X correction for a previously filed return. Price varies by complexity.
Extension Filing
$75
Automatic 6-month extension filing (Form 4868). Estimated tax calculated included.
Quarterly Estimates
$150/yr
Four quarterly estimated tax calculations and vouchers for self-employed clients.
IRS Notice Response
$250+
Review and respond to IRS correspondence, CP notices, and audit inquiries.
Tax Planning Session
$200
60-minute strategy session with your CPA to review your tax position and plan ahead.
Not sure which plan you need?
Reach out — we'll recommend the right fit based on your situation, for free.
Frequently asked questions
Can't find what you're looking for? Email us at jjimenez@jimenezventures.com
Simply reach out via email or the contact form and we'll schedule a free 15-minute consultation. We'll discuss your situation, confirm which services fit, and then set up your secure client portal account. From there, you upload your documents and we handle the rest.
It depends on your situation. Most clients need: W-2s from employers, 1099s (interest, dividends, freelance, etc.), prior-year tax return, Social Security numbers for all filers, and records of any deductible expenses. Once you're set up in the portal, we'll send you a personalized checklist based on your specific filing situation.
Most individual returns are completed within 7–10 business days of receiving all required documents. Complex returns (multiple states, business income, S-Corps) may take 2–3 weeks. We'll always give you an estimated timeline upfront and keep you updated through your portal.
Yes. Our secure client portal was built specifically to enable fully remote, paperless service. We work with clients across the United States. Everything — document upload, review, signature, and filing — happens digitally.
We charge flat fees for all standard services, quoted upfront before any work begins. You'll always know exactly what you're paying before we start. Hourly billing is reserved for unusual consulting engagements — and we'll tell you if that applies before proceeding.
We'll quote you a custom price based on the actual complexity of your return. There are no hidden fees — if your situation requires more work than a standard plan covers, we'll tell you the exact additional cost before we proceed. You're never surprised at billing time.
Payment is due upon completion of your return, before electronic filing. We accept ACH bank transfer, credit/debit card, and Zelle. For ongoing planning retainers, payment is collected monthly.
The Jimenez Ventures Client Portal is a private web application where you can upload documents, track your return status, view your tax summaries, and communicate with your CPA. It uses bank-grade encryption (TLS in transit, AES-256 at rest), row-level database security so only you and your assigned CPA can see your data, and private file storage — your documents are never accessible via a public link.
Your data is shared only with the technology providers necessary to operate the portal (Supabase for encrypted storage, Anthropic Claude for AI-assisted document extraction when you or your CPA uses the Parse feature). We never sell or share your information with advertisers, data brokers, or any other third party. Anthropic does not use API-submitted data to train its models.
The Parse feature uses an AI tool (Anthropic Claude) to automatically extract the key numbers — income, deductions, taxes paid — and pre-fill your tax data form. This saves time and reduces manual entry errors. Your CPA always reviews and verifies every extracted value before saving it. The AI is a tool, not the decision-maker.
Tax preparation is looking backward — compiling what happened last year and filing an accurate return. Tax planning is looking forward — analyzing your current situation and making strategic decisions (timing of income, retirement contributions, entity structure, etc.) to minimize what you'll owe in the future. Both are valuable; planning is where you often save the most money.
Yes. We handle prior-year catch-up filing and can often help reduce or eliminate IRS penalties through penalty abatement programs. The worst thing you can do is continue to not file — we'll help you get current without judgment and with a clear plan for what comes next.
If we prepared your return and you are audited, we represent you before the IRS. We review the audit notice, gather documentation, communicate with the IRS on your behalf, and work toward the best resolution. IRS representation is available as an add-on service. We stand behind our work.
If you have significant income that isn't subject to withholding — freelance work, business income, investment gains, or rental income — you likely need to make quarterly estimated payments to avoid underpayment penalties. We calculate and provide your quarterly vouchers as part of our planning services.
Still have questions?
We're happy to answer anything before you commit. Reach out and we'll typically respond within one business day.
Get in Touch
Questions about our services? Ready to get started? We typically respond within one business day.
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