Jasmin Baros and JB Bookkeeping & Taxes — personalized tax strategy and accounting clarity for SMB owners and high-net-worth individuals, with bookkeeping available when you need it.
Dual offices · San Bruno & Walnut Creek · Out-of-state clients welcome
Our Focus
We lead with engagements that protect wealth and clarify ownership numbers for small businesses and high-net-worth clients. Bookkeeping is available when you need it — coordinated so your tax and accounting stay clean — while the firm’s public identity stays firmly on Tax + Accounting.
Who we serve
Personal tax returns are a particular strength. Out-of-state clients are welcome when the engagement is a good fit.
Services
Tax preparation, planning, and accounting lead the relationship. Bookkeeping and business administration support your day-to-day when you need them.
Tax
Business and personal returns prepared with planning in mind — self-employed, rentals, investors, retirees, estates & trusts, and complex individual situations.
Accounting
Owner-ready numbers and counsel so Bay Area SMBs and high-net-worth clients can decide with confidence — not just file once a year.
Bookkeeping
Clean, tax-ready books when you need them — accounts payable and receivable, monthly reconciliations, payroll support, and job costing that keep your tax and accounting work on solid ground.
Business Admin
The operational glue growing companies need — HR compliance awareness, new-business logistics, invoicing workflows, and coordination that frees principals to lead.
Client Journey
From a first conversation through year-round partnership — a clear path designed around your entities, goals, and filing calendar.
We learn your entities, income picture, and goals — Peninsula, East Bay, or virtual — and confirm the right fit for a thoughtful Tax & Accounting relationship.
Prior returns and books get a clear-eyed look so opportunities, gaps, and filing rhythm surface before the next season rushes in.
A practical plan for tax prep, planning checkpoints, and accounting support sized to your business or personal complexity.
Secure document flow, seasonal milestones, and a team that treats your numbers with the care of a fellow business owner.
For prospective clients
Share your last two years of tax returns. We provide a confidential review and a practical strategy conversation — a thoughtful on-ramp for SMB owners and high-net-worth individuals considering a Tax + Accounting relationship.
Analysis based on the returns you share — not a guaranteed refund or savings percentage.
About
CEO & Founder · JB Bookkeeping & Taxes
A San Francisco Bay Area native, Jasmin founded JB Bookkeeping & Taxes in 2016 after more than 25 years as an office manager and senior bookkeeper — and a decade-plus of entrepreneurship of her own.
She brings business-owner empathy to every engagement: treating clients’ accounting and tax work with the care she’d want for her own companies. The firm specializes in business tax returns and a wide range of individual returns — self-employed, rental property owners, investors, retirees, and more complex personal situations.
Values the team integrates: empowerment, integrity, and transparency — with a stated promise that when you get one of them, you get the whole dedicated team.
Why Bay Area clients stay
Trust comes from how we work — dual local offices, a clear process, and a founder who built this firm for owners and families who want more than a once-a-year filing.
San Bruno on the Peninsula and Walnut Creek in the East Bay — call the number closest to you, or meet virtually.
Work with Jasmin’s team. When you engage the firm, you get a dedicated group — not a revolving call center.
Planning and owner-ready numbers lead the relationship. Bookkeeping is ready when your engagement needs it.
We review your facts before we talk outcomes. No invented savings percentages — just clear analysis and options.
FAQ
Straightforward answers for Bay Area business owners and families considering the firm.
Contact
Reach the Peninsula or East Bay office directly. Hours can vary seasonally — calling ahead is wise.
Peninsula
901 Sneath Lane Suite 113, San Bruno, CA 94066
Call (650) 755-3727East Bay
3075 Citrus Circle Suite 103, Walnut Creek, CA 94598
Call (925) 826-5385Book
Prefer email? Send a short note and we’ll follow up to schedule a consultation at the office or virtually.
Email to book info@taxladyjas.comStart with a call to either office or request a Second Look Clarity Review.
