About Us
Our Story
Jose’s Tax Service LLC was founded with one mission in mind: to bring clarity, care, and affordability back into the tax process. After witnessing how neighbors and small business owners in New Haven struggled with confusing tax laws and impersonal service from big-name firms, Jose Morales decided to create something different. What began as a passion for helping others quickly became a trusted concierge tax office where every client is treated like family.
From individuals filing their first return to entrepreneurs managing complex business finances, we provide the same level of care, accuracy, and attention to detail that inspired our beginnings. At Jose’s Tax Service, taxes aren’t just about numbers—they’re about people, their goals, and their peace of mind.
Our Mission
Our mission is simple:
- To provide reliable, affordable, and personalized tax services to individuals and businesses.
- To ensure that every client maximizes savings, stays compliant, and feels confident in their financial future.
- To make the tax process less stressful, more transparent, and tailored to each client’s unique situation.
Our Values
- Integrity – We do what’s right, every time. Accuracy and honesty are at the heart of our service.
- Community – We’re proud to serve New Haven and beyond, supporting individuals and small businesses that strengthen our community.
- Personalized Care – No two clients are alike, which is why we take time to listen, understand, and deliver solutions that fit your needs.
- Excellence – From preparation to planning, we hold ourselves to the highest professional standards.
Why Choose Us?
Unlike large tax chains where you’re just another number, Jose’s Tax Service offers:
- One-on-one attention from a trusted tax professional.
- Affordable pricing with transparent options.
- Year-round support, not just during tax season.
- Virtual concierge services—file from the comfort of your home or office.
Meet Jose Morales
Jose Morales is more than a tax preparer—he’s a dedicated professional and small business owner who knows what it’s like to be in your shoes. With years of experience helping clients navigate federal and state tax laws, Jose combines technical expertise with neighborly care. His goal is to take the stress out of tax season and empower clients with strategies that save money and create long-term financial confidence.
Jose L Morales Jr.
Owner – Accountant – AFSP
475-254-9373
jmorales@josestaxservice.com
Our Commitment to You
At Jose’s Tax Service, your success is our success. Whether you’re an individual looking to file with confidence or a business owner seeking smarter tax strategies, we’re here to guide you every step of the way. We’re proud to serve our community, and we look forward to helping you build a stronger financial future.
