About Jefferson Tax
Clarity in complexity. Confidence in every return.
At Jefferson Tax, we simplify taxes—without simplifying you. Whether you’re a high earner juggling equity, a fiduciary navigating trust obligations, or a business owner facing year-end surprises, your financial world deserves more than generic prep and rushed meetings. That’s where we come in.
We offer structured, strategic tax services designed for individuals and families with complexity—and the need for clarity. From annual filings to ongoing planning, every relationship is built on steady guidance, transparent pricing, and professional depth.
Why We
Exist
Most tax firms focus on forms. We focus on people.
Jefferson Tax was built to bridge the gap between what most tax professionals provide and what modern clients truly need.
For too long, individuals, trustees, and entrepreneurs have either been over-served by massive firms—or under-served by advisors who only engage at tax time. We believe there’s a better way: a practice designed around proactive support, simplified communication, and a genuine relationship.
We help clients stay organized, reduce tax exposure, and navigate key transitions with confidence. And we do it all without the guesswork, hourly billing, or generic advice.
What Sets Us Apart
Thoughtful,
Not
Transactional
We take time to understand your goals, not just your documents. Every return reflects a deeper understanding of your life—and every engagement includes planning, not just preparation.
Built for
Relationships
Tax planning works best when it’s consistent. We invest in long-term relationships with clients who value clarity, structure, and proactive thinking—not just a once-a-year filing.
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Flat Fees.
Clear Scope.
No Surprises.
You’ll always know what to expect, and what it costs. We offer clearly defined service tiers, flat-fee pricing, and no hidden upcharges.
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Tech-Smart,
Human-Led
We streamline the process with secure digital tools, but you’ll never feel like you’re working with a portal. We are accessible, responsive, and real.
Jefferson Tax is a part of Jefferson Advisory
Jefferson Tax is part of Jefferson Advisory, a client-first platform designed to meet legal and financial needs under one relationship without blending services or confusing the roles.
Jefferson Advisory includes two independent, focused firms:
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Jefferson Tax – a Florida CPA firm for tax preparation, planning, and ongoing advisory
​Jefferson Law – a Florida law firm for legal services in estate planning, business structuring, and tax controversy
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Each firm operates independently but shares the same values, approach, and leadership. The result? A streamlined experience, especially for clients whose legal and tax needs often intersect.
Our
Founder
Founder of Jefferson Tax and Jefferson Advisory
John Jefferson brings more than a decade of experience at the intersection of law and tax, paired with a steady, approachable demeanor that clients trust. A Florida attorney since 2012 and licensed CPA since 2015, John’s career has focused on helping individuals, families, and fiduciaries navigate the complexity of tax and legal obligations with clarity and confidence.
His work began in real estate and title law, before evolving into a deep tax practice advising on everything from complex trust and estate filings to partnership returns and high-net-worth planning. That dual perspective—legal and financial—gives him a uniquely strategic lens, particularly when working with clients whose lives don’t fit neatly in one box.
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Jefferson Tax is currently a solo practice, meaning every client works directly with John, not a junior staff member or a rotating point of contact. That structure allows for a personalized experience, clear communication, and continuity across every engagement.
But John’s not all spreadsheets and statutes. He’s also a husband, dad of three, youth soccer coach, and proud Gamecock fan. He believes tax planning should serve your life—not overtake it—and brings that same down-to-earth philosophy to every client conversation. Whether he’s reviewing a return, developing a tax strategy, or smoking barbecue on the weekend, John’s approach is the same: thoughtful, practical, and rooted in relationships.
Clients appreciate his calm presence, clear communication, and the way he makes complex topics feel manageable. He founded Jefferson Advisory to deliver the kind of relationship-driven support he believes busy professionals, trustees, and families deserve.
Ready to Get Started?
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Schedule a Consultation
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Explore Our Services
Get the details on what we offer and how we make taxes easier to manage.