Who we serve.

JWCPA is a boutique, referral-based CPA firm serving individuals and small businesses. We focus on existing clients and referrals, providing personalized tax, accounting, and consulting services. Founded in 2017, our firm draws on four generations of the Warde family’s legacy in accounting, finance, and small business ownership.

  • From startups to seasoned brands, we partner with people who care about doing things right—and doing them well. We serve a wide range of industries, including:

    • Rental Real Estate Businesses – Owners and managers of residential, commercial, and Airbnb properties

    • Small & Family-Run Businesses – Including “mom and pop” stores

    • Online & Retail Businesses – Amazon and other e-commerce stores

    • Self-Employed, Gig, & W-2 Professionals – Uber/Lyft drivers, freelancers, independent contractors, and regular W-2 employees

    • Healthcare & Professional Services – Doctors, nurses, lawyers, and other professionals

    • Hospitality & Food Service – Restaurants, bars, food trucks, and pop-up tents

    • U.S. Expatriates – Americans living and working abroad

    Service Area

    We provide services to individuals and businesses in all 50 states, as well as U.S. expatriates, using secure portals and digital collaboration for clients across the country and internationally.

  • Direct, Personalized Access:

    • Clients have direct access to their CPA via call, text, or email.

    • No general phone numbers or public office addresses — you always reach your dedicated CPA.

    Secure & Efficient Operations:

    • Submit documents and forms securely through our encrypted client portal.

    • Digital collaboration ensures convenience for clients across all 50 states and internationally.

    Tailored Guidance:

    • Every client receives hands-on, personalized support.

    • We focus on solutions that fit your unique financial and business goals.

    Hours of Operation:

    We serve our clients year-round for tax, accounting, and consulting needs. Your CPA is always just a call, text, or email away, ensuring direct and personalized support.

    • Transparent and upfront pricing

    • Practical guidance and education for clients

    • Focus on long-term financial health and success

    Professional expertise backed by memberships in AICPA and NABA

  • We are a family of accounting and finance professionals dedicated to helping individuals and small businesses thrive. Our boutique, referral-based model ensures:

    • Focused, one-on-one attention

    • Trust, discretion, and secure handling of sensitive information

    • Strategic advice that helps you grow and protect your business and personal finances