Tax Preparation
Personal and business tax preparation, with guidance so you actually understand your return.
- Personal tax returns
- Business tax returns
- Clear explanations, not just paperwork
Tax • Bookkeeping • Insurance • Credit
Take your finances to the next level.
Taxes, bookkeeping, life insurance, and credit report disputes from an owner with 20+ years in accounting. Educational, personal, and priced fairly.
- Tax Preparation
- Bookkeeping
- Life Insurance
- Credit Repair
What we do
Four services. One partner.
Tap a card to see how we can help.
Life Insurance
Term life insurance and annuities, explained in plain English so you can choose with confidence.
- Term life insurance
- Annuities
- Education before decisions
Bookkeeping
Organized books for small businesses, so you always know where your money is going.
- Income & expense tracking
- Tax-ready records all year
- QuickBooks bookkeeping
Credit Repair
Helping you dispute inaccurate information on your credit reports.
- Credit report review
- Disputing inaccurate information
- Plain-English next steps
Find your fit
Not sure where to start?
Two quick questions and we'll point you in the right direction.
What do you need help with?
Pick all that apply.
Who is this for?
This helps us prepare for your consultation.
Here's where we'd start
Interactive tool
Build your tax-prep checklist
Tell us a bit about your situation and get a personalized list of what to bring. Check items off as you gather them.
Your checklist
0 / 0General guidance only. Your situation may require additional documents.
Never miss a date
Tax deadline reminders
Pick what applies to you, then add any date to your calendar with a one-week and one-day alert.
Standard federal dates shown. Deadlines can shift for weekends, holidays, or your situation. Confirm yours with us or at IRS.gov.
How it works
Simple from start to finish
- 1
Consultation
We talk through your situation and gather the information needed for your services.
- 2
Advice & guidance
You get clear advice and a plain-English plan for your next steps.
- 3
We get to work
Your request is typically completed within 24 to 48 hours, depending on your documents.
- 4
Stay informed
If anything takes longer, you'll get updates along the way.
Add Ebonie's photo
20+ Years in Accounting
Meet your advisor
Ebonie Jones
Owner, Jones Level Financial Services LLC
I've spent over 20 years in the accounting business, and I've always loved working with numbers. I want them to make sense in a world that nickels and dimes you for every penny you earn, and to help you stay in the black.
What sets Jones Level apart is that my service is educational, not just transactional. My goal is for you to walk away with the knowledge to feel comfortable showing your financials as you work to elevate your business.
I started Jones Level to bridge a gap: getting the financial help you need done at a fair price.
- PTIN-registered tax preparer
- Bookkeeping certification
- Life insurance license
Works with TaxSlayer, QuickBooks, and Primerica.
Work with EbonieQuestions
Good to know
I received a letter from the IRS. Can you help?
Reach out as soon as you can, and don't ignore it, since many IRS letters list a response deadline. Bring the letter to your consultation and we'll walk through what it's asking and your next steps.
What should I bring to my tax appointment?
Start with the interactive checklist above. At minimum, bring photo ID, Social Security numbers, income documents (W-2s, 1099s), and last year's return if you have it.
Do you prepare both personal and business taxes?
Yes. We prepare personal and business tax returns, and offer bookkeeping for small businesses.
How long does the work take?
Requests are typically completed within 24 to 48 hours, depending on your documents. If it's going to take longer, you'll get updates along the way.
Do you work with clients outside the Dallas-Fort Worth area?
Yes. We work with clients remotely, and we can meet in person if you're in the DFW area. Insurance products are available only in states where we're licensed.
What are your hours?
We take calls Monday through Saturday, 8am to 6pm. We're closed on Sundays.
How much does it cost?
Pricing depends on the work involved, so we don't post a one-size-fits-all rate. Book a consultation and we'll talk through what you need and a fair price for it.
Can you help if my credit report has errors?
We help you dispute inaccurate information on your credit reports. Results vary and can't be guaranteed. Reach out to talk through your situation.
Let's talk
Ready to level up?
Book online, call, or text. We'll talk through what you need and point you to the best next step.
Book a Consultation Online
Call682-888-6648
Text682-888-6648
Emailjoneslevelfinancialservices@gmail.com
- Calls Monday to Saturday, 8am to 6pm
- Closed Sundays
- Meetings Virtual anywhere, in person in the DFW area