Tax help built around your schedule
Whether you’re filing a personal return or managing business taxes, Jose’s Tax Service delivers one-on-one support without making the process more complicated than it needs to be.
W-2 returns, families, retirement income and tax situations that need a little more attention. Get clear guidance tailored to your circumstances.
Support for freelancers, contractors, gig workers, sole proprietors and small-business owners—from filing to year-round planning.
Think beyond the filing deadline with tax planning consultations, bookkeeping support and help understanding tax notices.
Convenience without compromise
No unnecessary office visits. We’ll help you select the service format that works for your schedule and your tax situation.
Discuss your tax situation over the phone and work with your preparer remotely.
Arrange an in-person meeting at your home or another agreed location, subject to availability.
Use the client portal for supported document exchange and service updates. Client portal login.
Simple from start to finish
We guide you through the process so you know what comes next.
Choose a convenient time or tell us what type of filing assistance you’re looking for.
We’ll explain which records are needed and guide you through the appropriate secure intake process.
We prepare your return, answer questions and explain the next steps before filing with your approval.
Meet your tax pro
Jose’s Tax Service LLC is led by Jose Morales, tax professional and owner. Our approach emphasizes clear communication, personalized guidance, and service that fits real life—whether you’re filing an individual return or running a small business.
Based in New Haven, Connecticut, we provide virtual service and arrange in-person concierge appointments by request. You work with a local business that values relationships beyond a single tax season.
Common questions
No. You can work with JTS virtually by phone, or inquire about an in-person concierge visit at your home or another agreed location.
Common items include a government-issued photo ID, W-2s, 1099s, last year’s return and records for relevant deductions or credits. Your exact checklist depends on your tax situation.
Yes. We assist independent contractors, gig workers and small-business owners with tax preparation and can discuss bookkeeping and tax-planning needs.
Yes. Contact us about year-round tax planning, bookkeeping and assistance understanding IRS notices.
Ready when you are
Get personal tax help on your schedule. Book a conversation or request a quote to get started.
Schedule an AppointmentRequest a Tax Quote
Call (475) 254-9373 | jmorales@josestaxservice.com
Jose’s Tax Service LLC · 162 Portsea St., New Haven, CT 06519
