Retirement and Taxes Just Got Easier
Tailored strategies for high-income professionals and retirees with $1m+ in investments
Jesse Stacy MTAX, CFP® , EA
Owner / Financial Planner / Tax Advisor
Most people have a financial advisor. Most people have a tax person. Very few have someone who does both — and understands how deeply the two are connected.
I'm Jesse Stacy, founder of JCS Retirement Tax Advisors. As a CFP® and an Enrolled Agent, I work with high-income professionals and individuals with $1M+ in investible assets who are serious about keeping more of what they've earned.
I started this firm because I saw a gap: clients getting great investment advice with no tax strategy, or great tax preparation with no financial planning context. The two were never talking to each other — and it was costing people real money.
At JCS, we do things differently. Better technology means you're never chasing paperwork. Better processes mean nothing falls through the cracks. And better conversations mean you always know where you stand and why.
If you're ready to stop leaving money on the table, let's talk.
Inside
our world
At our core, we're dedicated to empowering you with the financial tools and guidance that make life's journeys a little smoother. We strive to reduce your stress around overpaying your fair share in taxes after a lifetime of saving and preparing for retirement. Whether you're planning for the future or navigating daily expenses, we're here to support your financial wellbeing every step of the way.
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