CPA-Led Tax, Accounting &Advisory Servicesfor Individuals, Professionals,and Small Businesses
Jay & Co. CPA PLLC helps individuals, professionals, and small business owners stay compliant, organize their finances, reduce tax surprises, and plan ahead with practical CPA-led support in tax preparation, bookkeeping, payroll, and CFO/controller advisory services.
The Jay & Co. CPA PLLC Advantage
Your CPA-Led Financial Partner
Client-Focused
Reliable CPA-led tax and accounting support built on accuracy, compliance, and proactive planning.
At Jay & Co. CPA PLLC, we bring together tax knowledge, accounting discipline, and practical business insight to give every client focused, personalized attention. We take time to understand your goals, your business activity, and your financial challenges so we can provide clear guidance, accurate work, and solutions tailored to your situation.
We work as your trusted financial partner, helping protect your business, strengthen your records, and support better tax and financial decisions. Instead of treating tax season as a last-minute filing exercise, we take a proactive, year-round approach through clean bookkeeping, timely reviews, tax planning, payroll support, and practical advisory guidance designed to reduce surprises and improve financial confidence.
Accurate guidance. Clear communication. Proactive financial support.
CPA-Led Support for Smarter Financial Decisions
Our Mission
To help individuals, professionals, and small businesses stay compliant, organized, and financially confident through accurate tax preparation, reliable accounting, and practical advisory support.
Our Approach
We take a proactive, year-round approach to tax and accounting. By keeping records clean, reviewing financial activity, and planning ahead, we help clients reduce surprises and make better decisions.
Our Commitment
We are committed to accuracy, integrity, clear communication, and personalized attention. Every client receives CPA-led guidance focused on compliance, clarity, and long-term financial success.
Tax, Accounting & AdvisoryServices Built for Clarity and Confidence
Audit
Independent CPA-led financial statement audits conducted under U.S. GAAS to provide the highest level of assurance for non-public entities.
Review
CPA review engagements providing limited assurance through targeted inquiry and analytical procedures under SSARS AR-C 90.
Financial Statement Compilation
Formal presentation of management-prepared financial data under U.S. GAAP or special frameworks with an accountant's compilation report.
Financial Statement Preparation
Professional financial statement structuring under U.S. GAAP or cash/tax basis tailored for business clarity without formal assurance.
Tax Preparation & Filing
Expert federal and state tax return preparation for individuals, professionals, and business entities to ensure complete compliance.
Tax Planning
Proactive tax planning strategies designed to minimize liabilities, optimize cash flow, and help you make confident decisions year-round.
Accounting Cleanup
Clean up, organize, and reconcile financial records to restore accuracy, eliminate errors, and prepare your books for tax season.
QuickBooks Consulting
QuickBooks setup, cleanup, optimization, training, and ongoing support to streamline your business accounting workflows.
Payroll Services
Accurate payroll processing and payroll tax compliance to ensure your team is paid on time while meeting all regulatory requirements.
Financial Statement Preparation & Management Insight
Comprehensive financial statements and management reports to give you complete visibility into business performance and cash flow.
Business Advisory & Virtual CFO
Strategic financial guidance, budgeting, forecasting, and performance insights to support confident business growth and profitability.
Manufacturing Accounting
Specialized accounting solutions for manufacturers, including inventory management, job costing, and operational performance analysis.
Javed Ansari, CPA, MBA
Founder & Principal CPA
Meet the Founder of Jay & Co. CPA PLLC
Jay & Co. CPA PLLC is founded and led by Javed Ansari (Jay), CPA, a finance and accounting professional with 25+ years of experience in accounting, taxation, payroll, financial reporting, business operations, and advisory support.
Jay brings a practical and client-focused approach to every engagement. His experience helps individuals, professionals, and small business owners receive more than basic tax filing — they receive organized accounting support, clear financial guidance, and proactive planning designed to reduce surprises and support better decisions.
As a founder-led CPA firm, Jay & Co. CPA PLLC focuses on accuracy, compliance, clear communication, and personal attention.
Financial Intelligence ThatDrives Better Decisions
Strategic Thinking
Financial guidance focused on long-term success—not just year-end compliance.
Practical Solutions
Recommendations designed to solve real business challenges.
Meaningful Insights
Financial reporting that helps you make informed decisions.
Long-Term Partnership
A CPA relationship that grows with your business.
Let’s Build ClarityAround Your Numbers
Need help with taxes, bookkeeping, QuickBooks, payroll, or business advisory? Start with a simple conversation. We’ll review your needs, answer your initial questions, and explain how Jay & Co. CPA PLLC can support you.
Book through Calendly. Choose a time that works for you.
(406) 221-2576
ask@jaycocpa.com
Service Area: Montana, New York, Texas, Florida, and remote clients across the U.S. where permitted.