JBrooks Wealth Advisors - CPA, CFP, PC - Phoenix, Arizona

Scott B.

I have had the pleasure of working with Jeff for the past 3 years. He has prepared our state and federal Tax Returns. I have been impressed with Jeff and always found him to be professional and responsive. His tax advice has been very helpful. I have always taken his recommendations and it's been nice working with such a pro. The staff at JBrooks Wealth Advisors is great...cheerful even during the stress of tax season.

Erin S.

Jeff and his team have been preparing my taxes for several years now. His tax planning and knowledge of tax prep is excellent. I have full confidence in everything they do for me. Jeff keeps up with the ever-changing tax laws and I recommend him to anyone I know who has complex taxes. He is always very professional, yet treats me like family. His services are worth every penny.

Tom B.

We are a new client with Jeff, but have been extremely impressed with their responsiveness and professionalism since moving our tax work to his company. As others have posted, Jeff is extremely knowledgeable on key tax matters, as well as investment strategies, and genuinely cares and wants to help with your specific situation. We look forward to continuing to work with Jeff and his team, and truly appreciate all that they have already done for us.

mary F.

As a new client with JBrooks Wealth Advisors, I can only express the wonderful experience I had. I selected Mr. Brooks for assistance with my CPA needs for my mother’s Trust. Mr. Jeffrey Brooks went beyond what I expected. He engaged with me in a real personal way. My concerns were his. This was followed by issues I had at the Bank. Jeff was immediately available by phone to handle any problem. The outcome was more than I could off gotten without his due diligence. My experience could only be described as personable, memorable and successful! I am quite pleased with the outcome and would recommend his professional services.

Ann P.

Jeff Brooks has been our CPA since 1998. He and his whole team are extremely knowledgeable and very helpful. He has prepared tax returns and financial statements for our business, tax returns for our personal returns, and also helped us with our investments and retirement planning.

We have referred several of our friends and family members to Jeff and they have all been happy with the service they have received and have continued to use his services year after year as well.

Jeff has great insight and with his conscientious and conservative values you can trust that the advice he gives.

Mike B.

Jeff Brooks has been handling all of my business and personal accounting for over 25 years. Jeff and his team truly cares about the needs of his clients. He has always offered great advice and he excels in IRS law and procedures. I trust his judgment and experience in all of my financial matters. Over the years, I have referred Jeff to many of my friends and business associates. I highly recommend JBrooks Wealth Advisors to anyone needing excellent personal or professional accounting.

Michael B.

I have had the pleasure of working with Jeff for the past 26 years. During this time he has prepared our annual Tax Returns, advised us on our Retirement Planning and managed our investments. I have always found Jeff to be a true professional. He is extremely knowledgeable in tax and investment matters and always provides sound, professional advice. I have complete trust in his recommendations. The staff at JBrooks Wealth Advisors are always courteous and quick to respond to any question that I have. I highly recommend Jeff and his team!

Margaret G.

We have had Jeff Brooks as our CPA for many years. We were a small business and needed financial guidance. He had given us awesome advice for our business finances. When we had to close our business because of health and to retire, he has managed to save our finances for us even yet. We trust Jeff Brooks and his staff. What an awesome team! I love that I can email the team at my convenience and know that I will get a response ASAP! He and his team have always been there for us. They are very trustworthy, honest and expedient.