We’re Not Your Typical Accounting Firm. We’re Your Tax Partner.
The traditional CPA world is focused on adding wealth management, often competing directly with you.
We took the opposite approach. We built a tax firm from the ground up to serve financial advisors.
Jalada operates as an auxiliary tax department for your firm, providing a co-branded, integrated experience for your clients. Our philosophy is simple: You are the primary relationship. We operate the tax team that enables you to focus on your advisory
Our Story: Born from an Advisor's Need
Jalada started when a financial advisor asked us for help. Their clients needed Roth conversions reviewed and, soon after, they needed their taxes filed. Their existing CPAs were retiring, unresponsive, or simply not communicating with the financial plan.
We set up a Slack channel and began acting as the internal tax team. We quickly realized this wasn't an isolated problem. Advisors everywhere needed a reliable, tech-forward tax partner they could trust.
So, we leaned fully into the financial advisory space, building our entire model around one goal: to integrate expert tax services into your practice.
How We Deliver
Tech-Forward, Human-Centered: We use cutting-edge technology for data entry and advanced research to maximize efficiency and accuracy. But we believe technology works best when it's invisible. Our focus is on the human relationship, delivering accurate, timely results through our in-house team of CPAs, EAs, and preparers.
All In-House, All Fixed-Rate: We never outsource overseas. We offer transparent, fixed-rate pricing for individual (Schedule C/E included) and small business (S-Corp/Partnership) returns, so you and your clients always know the cost upfront.
A Process That Works: We solved the tax season capacity crunch. Our unique scheduling system allows clients to book their date to submit documents, and allow for faster turnaround eliminating the last-minute scramble for you and your clients.
Your Co-Branded Partner: We handle the Form 7216 data-sharing compliance, provide you with a dedicated communication channel, and deliver comprehensive tax preparation, strategic tax planning, Roth conversion analysis, and equity compensation support.
Humans First: We are a team of humans in the United States, we are aware that as tech increases our capabilities that we can leverage that to provide better, more connected services with real people.
