Tax Preparation
Accurate, stress-free filing for individuals, families, and self-employed clients.
- Individual & family returns
- Self-employed / 1099 filers
- Careful review for credits & deductions you're eligible for
Tax • Bookkeeping • Insurance • Credit
Take your finances to the next level.
Personal, owner-led financial services for individuals and small businesses. One trusted partner for your taxes, your books, your protection, and your credit.
- 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
Protect the people who depend on you with coverage that fits your life and budget.
- Coverage options explained plainly
- Guidance for families & business owners
- Peace of mind for what matters most
Bookkeeping
Clean, organized books so you always know where your money is going.
- Income & expense tracking
- Tax-ready records all year
- More time to run your business
Credit Repair
A clear plan to review, dispute, and rebuild so your credit works for you.
- Credit report review
- Help addressing errors & inaccuracies
- Habits to build a stronger score
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.
How it works
Simple from start to finish
- 1
Reach out
Call, email, or use the form below. Tell us what you need.
- 2
Gather & review
Use the checklist above. We'll walk through your documents together.
- 3
We do the work
Your return, books, coverage, or credit plan, handled with care.
- 4
Move forward
Leave with clarity and a plan to keep leveling up.
Add Ebonie's photo
Owner-led
Meet your advisor
Ebonie Jones
Owner, Jones Level Financial Services
When you work with Jones Level, you work directly with the owner. No handoffs, no runaround. Just clear answers and a plan built around your goals.
Whether you're filing taxes, getting your business books in order, protecting your family, or rebuilding your credit, the goal is the same: helping you reach the next level.
Work with EbonieQuestions
Good to know
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 work with self-employed people and small businesses?
Yes. Tax preparation and bookkeeping are available for self-employed clients and small business owners.
Can you help if my credit has errors on it?
Credit repair services include reviewing your credit reports and helping address inaccurate items. Reach out to talk through your situation.
How do I get started?
Call 682-888-6648, email joneslevelfinancialservices@gmail.com, or send a message with the form below.
Let's talk
Ready to level up?
Reach out for a free consultation. We'll get back to you as soon as we can.