Tax,
Business,
Trusts,
Estates,
Solutions,
Simplified.
Three firms. One relationship. Straightforward advice for life’s legal and financial turns.
Life's too complex. Planning doesn't need to be.
We're there too.
We understand the pressure of building a career, raising a family, and trying to make smart decisions along the way, because we’re doing it too. That’s why we created Jefferson Advisory as your starting point, connecting you with two focused firms: Jefferson Law and Jefferson Tax. Our goal is to simplify complex planning for people like you. Whether you’re preparing for the future or navigating major life transitions, we offer clear, strategic guidance to help you move forward with confidence.
Meet the Firms
Jefferson Advisory brings together two distinct but complementary practices—Jefferson Law and Jefferson Tax. Each firm operates independently, with its own focus, systems, and ethical responsibilities, yet both are united by a shared commitment to clarity, professionalism, and client-first service. Whether your needs are legal, financial, or both, we’re here to guide you with expertise you can trust.
Jefferson Advisory serves as the educational hub for Jefferson Law and Jefferson Tax, offering guidance, insights, and resources to help you make confident legal and financial decisions.
Jefferson Tax is your day-to-day mediator with the IRS. We provide proactive income tax planning and preparation for individuals, trusts, and estates. We help you avoid surprises, reduce risk, and stay ahead of the IRS with year-round oversight and full-service tax management.
Jefferson Law addresses your long-term planning needs. We provide personalized trust, estate, and business organizational planning. If the need arises, we will also serve to defend you from the IRS or assist in the administration of your estate plan. We focus on clear, strategic solutions that protect your assets, honor your wishes, and resolve legal challenges with confidence and care.
Our Founder
John K. Jefferson, JD, CPA
A Florida attorney and CPA with over a decade of experience, John founded Jefferson Advisory on a simple belief: people deserve better, clearer guidance through life's legal and tax complexities.
Services Provided
Services are provided through two specialized firms, ensuring you receive comprehensive, focused guidance from both legal and tax perspectives.
Tax Preparation
Straightforward, high-quality tax return filing for individuals and trusts—ideal for those who want accuracy, efficiency, and peace of mind without the extras.
Tax Planning
Strategic mid-year and year-end tax projections tailored for clients with growing income or complexity—designed to reduce surprises and identify savings opportunities before it’s too late.
Tax Management
Comprehensive, year-round tax oversight for high earners and business owners, including personalized planning, proactive advisory, and hands-on support for every stage of the financial year.
Business Formation and Planning
We help small business owners launch and grow with confidence by providing flat-fee entity formation, tailored legal documents, and ongoing advisory to align business structure with long-term tax and legal goals.
Tax Controversy
We represent individuals, trusts, estates, and business owners in resolving tax debts and disputes, offering flat-fee settlements for straightforward cases and experienced guidance for audits, appeals, and more complex matters.
Estate Planning & Administration
We design comprehensive estate plans and provide ongoing trust and probate administration services to protect your legacy, minimize tax exposure, and support your family through every life transition.
Our Process
Clear steps. Personalized guidance.
Our integrated process is designed to give you clarity, control, and confidence from the start.
Step 1: Initial Consultation
Start with a conversation.
We begin with a brief, no-pressure consultation to learn about your goals and see if we're the right fit. You'll leave with next steps—even if we’re not them.
Step 2: Strategy and Engagement
A plan and a firm that fits you.
After the consultation, we’ll outline a clear plan of action and determine which firm—or combination of both—is the best fit for your needs. Whether you’re engaging Jefferson Law, Jefferson Tax, or working with us across both, you’ll receive a tailored flat-fee or retainer proposal with a defined scope and no surprises.
Step 3: Implementation
We get to work, so you don't have to.
Whether it’s preparing tax returns, developing a proactive planning strategy, drafting legal documents, administering an estate, or resolving a tax dispute, we handle the details with precision. You’ll receive clear communication throughout, so you can stay informed without getting overwhelmed.
Step 4: Ongoing Support
Staying aligned as life evolves.
Our relationship doesn’t end after the initial work is done. Whether you need annual estate plan updates, trustee guidance, proactive tax planning, or full-service tax management, we offer tailored review packages and advisory retainers to keep your legal and financial strategy on track year after year.
What's next?
You don't have to figure it out alone. Choose the next step that fits where you are.
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