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Jill Chan Financial

Get personalized help with your taxes or financial plan.

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Unlimited Tax Advice

Able to answer questions and help anytime during the year.

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Year Round Support

Contact by phone or email.

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100% Customer Satisfaction

Come back anytime if you need help or have questions.

Our SERVICES

NO. 1

Tax Services

Description

We are able to provide help with prior and current year tax preparation. We are also able to assist with IRS letters.

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NO. 2

Financial & Life Planning

Description

We look to help make a tailored financial plan to meet a family's specific situation.

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NO. 3

 Business Services Bookkeeping

Description

We are able to help your small business with bookkeeping and accounting service, as well as teaching you how to do it yourself.

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About JILL

Hi, I’m Jill Nagashima-Chan, founder of Jill Chan Financial.

In 2020, after five years working with clients at a large corporation, I decided to start my own practice. I wanted to offer something different — a more personal, approachable experience for people who need help with tax preparation, financial planning, and guidance for small business owners.

As a solo practitioner, I’m available year-round by appointment, which allows me to truly understand my clients’ evolving financial situations. Staying connected throughout the year means I can offer timely advice and thoughtful support when important financial decisions come up — not just during tax season.

I value building real relationships with my clients and take pride in helping them navigate complex or stressful financial choices with clarity and confidence. To me, clients aren’t just numbers — they’re people, and many become friends along the way.

Legal Marriage

Let's WORK Together

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