AJE Financial Services is accepting new and returning clients for individual as well as business clients. We are here to offer our support and services for this tax filing season.  We are well versed in individual as well as corporate and partnership returns.  As with every year, we have trained and educated ourselves to keep up with tax law changes and tax strategy opportunities so we can serve our clients to the best of our ability.

Our tax preparation process consists of providing us with your tax documents ahead of time for pre-appointment processing.  We ask that you complete a 2023 New or Returning Client Drop-off sheet (see PDF below) and submit it along with your tax documents. Please read the sheets carefully and provide as much detail as possible. If you have any questions about the forms, please contact us. If you are a NEW CLIENT, we ask that you please include a copy of your previous year’s tax return.

We can receive your docs via our office located at 588 Center Street, Ludlow, or via our secure Client Portal available on our website.  Once we have had a chance to process your documents, your tax preparer will reach out to you with any questions and or to make arrangements to meet with you to review your return with you and answer any questions you may have.  This can be done via telephone, zoom or in our office.

RETURNING CLIENTS-if you are interested in receiving a tax organizer, please let us know.  This is a more detailed 12-page organizer which contains additional questions to our New or Returning Client Drop-off sheets.  They also lists previous year document source information such as bank, retirement, investment and w-2 information. This can be very helpful for taxpayers who want to ensure they have all of the documents as in previous years, itemize their taxes, have investment income and or are self-employed and or have rental property. To request this Client Organizer, please email us at info@ajefinancial.com.  Provide us with your name and the last four digits of your social security number.

Client Portal Information

If you are a returning client, you may use your username and password from previous years.  If you are a new client, please send an email to info@ajefinancial.com to receive an invitation to join. When using the portal, please send all documentation at one time if at all possible. We receive an email each time something is uploaded for our staff to retrieve.  With this in mind, we ask that you send all of your documents at one time so we can work more effectively and not get distracted with multiple emails.  We understand investment information tends to come on the late side.  If you are still waiting on additional information, please let us know via email to info@ajefinancial.com or you may email your tax preparer.

Are you interested in outsourcing your financial recordkeeping?

Bookkeeping, Accounting and Business Consultation

The experts at AJE Financial Services also work with business and individuals to provide a variety of Accounting, Bookkeeping, and business Consulting services.  We provide services to many clients from the surrounding areas such as Springfield, Wilbraham, Belchertown, Ware, Palmer, Chicopee, South Hadley, Amherst, Granby as well as the Enfield area.  With the technology available to us today, wherever you are located, we can help. We can help you maintain full compliance with federal and state regulations and provide the financial information necessary to better manage your business and your life.

Tax Planning

Tax planning can be complicated as it is constantly changing with new tax laws.  Here are AJE Financial Services, we can help to reduce your overall taxable income by looking at ways to reduce your taxable income, and help you take advantage of various tax deductions and tax credits. We can also help you with your retirement planning strategies.