CJ Financial Group
Services built around your goals
Tax, insurance, business, and financial services you can trust. Explore every offering, read clear descriptions, and start a structured intake in minutes.
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01
Section overview →Tax services
Federal and state preparation, planning, IRS support, and compliance for individuals and businesses.
- Individual tax returnProfessional federal and state tax preparation for individuals, W-2 employees, retirees, and students.View & start intake
- Self-employed tax returnComplete tax preparation for freelancers, gig workers, independent contractors, and sole proprietors including Schedule C filing.View & start intake
- Business tax returnCorporate and LLC tax preparation including S-Corp, C-Corp, and partnership returns.View & start intake
- ITIN applicationIndividual Taxpayer Identification Number application assistance for non-US citizens and undocumented individuals.View & start intake
- Back tax filingPrior year tax return preparation and IRS compliance assistance for unfiled returns.View & start intake
- Amended tax returnCorrection and resubmission of previously filed tax returns using IRS Form 1040-X.View & start intake
- Tax planningStrategic tax planning and consulting to minimize your tax liability year-round.View & start intake
- IRS payment plan assistanceHelp setting up installment agreements and payment plans with the IRS.View & start intake
- Quarterly estimated taxesCalculation and guidance on quarterly estimated tax payments for self-employed individuals and businesses.View & start intake
02
Section overview →Insurance services
Personal and commercial coverage: auto, home, life, health, Medicare, and business lines.
- Auto insurancePersonal and commercial auto insurance coverage for individuals and business owners.View & start intake
- Home insuranceHomeowners insurance protection for your most valuable asset.View & start intake
- Renters insuranceAffordable renters insurance to protect your personal belongings.View & start intake
- Life insuranceTerm and whole life insurance solutions to protect your family's financial future.View & start intake
- Business insuranceGeneral liability and commercial insurance coverage for small businesses.View & start intake
- Health insuranceIndividual and family health insurance plans including ACA Marketplace enrollment and open enrollment assistance.View & start intake
- Medicare plansMedicare supplement and Medicare Advantage plan guidance and enrollment support.View & start intake
- Commercial auto insuranceFleet and commercial vehicle insurance for business owners and contractors.View & start intake
03
Section overview →Business services
Entity formation, compliance, registered agent, annual reports, and business lifecycle filings.
- LLC formationComplete limited liability company formation in all 50 states including Articles of Organization, EIN application, and operating agreement.View & start intake
- Corporation formationC-Corp and S-Corp formation services including all required state and federal filings.View & start intake
- DBA registrationDoing Business As trade name registration for sole proprietors and LLCs.View & start intake
- EIN applicationFederal Employer Identification Number application with the IRS for new and existing businesses.View & start intake
- Registered agent servicesProfessional registered agent representation for your LLC or corporation in Massachusetts and beyond.View & start intake
- Annual report filingState annual report preparation and filing to keep your business in good standing.View & start intake
- S-Corp electionIRS Form 2553 preparation and filing to elect S-Corporation tax treatment for your LLC.View & start intake
- Operating agreementCustom operating agreement drafting for single and multi-member LLCs.View & start intake
- Business name changeOfficial business name amendment filing with the state Secretary of State.View & start intake
- Business dissolutionProfessional business closure and dissolution filing services for LLCs and corporations.View & start intake
04
Section overview →Bookkeeping services
Monthly and quarterly books, reconciliation, payroll, QuickBooks, and tax-ready financials.
- Monthly bookkeepingFull-service monthly bookkeeping including transaction categorization, bank reconciliation, and financial reporting.View & start intake
- Quarterly bookkeepingQuarterly financial records management and reporting for small businesses.View & start intake
- Catch-up bookkeepingBring your books up to date with professional catch-up bookkeeping for missed months or years.View & start intake
- Bank reconciliationMonthly bank and credit card statement reconciliation to ensure accurate financial records.View & start intake
- Payroll processingComplete payroll processing services for small businesses including direct deposit and tax filings.View & start intake
- QuickBooks setupQuickBooks Online setup, configuration, and training for small business owners.View & start intake
- Financial statementsProfessional preparation of income statements, balance sheets, and cash flow statements.View & start intake
- Tax-ready booksYear-end bookkeeping cleanup to prepare your books for tax season filing.View & start intake
05
Section overview →Notary & document services
Notarization, apostille, mobile notary, and specialized document support.
- Notary public servicesProfessional notarization of legal documents, affidavits, contracts, and official paperwork.View & start intake
- Apostille servicesDocument authentication and apostille certification for international use in over 120 countries.View & start intake
- Mobile notaryWe come to you — mobile notary services available at your home, office, or preferred location.View & start intake
- Power of attorneyNotarization of power of attorney documents for personal and business matters.View & start intake
- Immigration documentsNotarization of immigration-related documents including affidavits, declarations, and support letters.View & start intake
- Real estate documentsProfessional notarization of real estate documents, deeds, and closing paperwork.View & start intake
06
Section overview →Credit services
Credit analysis, disputes, validation, score improvement, and business credit guidance.
- Credit report analysisComprehensive review and analysis of your credit reports from all three major bureaus.View & start intake
- Credit dispute assistanceProfessional assistance disputing inaccurate, incomplete, or unverifiable items on your credit report.View & start intake
- Debt validation lettersProfessional debt validation letter preparation to challenge collectors and verify debt legitimacy.View & start intake
- Credit score improvementPersonalized consulting and action plan to improve your credit score over time.View & start intake
- Business credit buildingStep-by-step guidance to establish and build strong business credit for your company.View & start intake
- FCRA rights consultingKnow your rights under the Fair Credit Reporting Act and how to use them to your advantage.View & start intake
07
Section overview →Financial consulting
Planning, budgeting, business finance, P&L analysis, and debt management guidance.
- Financial planningPersonalized financial planning and goal-setting consultation for individuals and families.View & start intake
- Budget planningProfessional budget creation and money management strategy for individuals and businesses.View & start intake
- Business financial planningStrategic financial planning and cash flow management for small business owners.View & start intake
- Profit & loss analysisDetailed profit and loss statement preparation and business performance analysis.View & start intake
- Debt management consultingProfessional guidance on managing and reducing personal and business debt.View & start intake
08
Section overview →Healthcare & interpreter
Haitian Creole healthcare interpreting, ACA, Medicaid, and health plan comparison support.
- Healthcare interpreterProfessional Haitian Creole healthcare interpreter services for medical appointments, hospital visits, and healthcare communications.View & start intake
- ACA enrollment assistanceGuided enrollment in Affordable Care Act Marketplace health insurance plans during open and special enrollment periods.View & start intake
- Medicaid assistanceApplication assistance and guidance for Medicaid and MassHealth enrollment.View & start intake
- Health plan comparisonSide-by-side comparison of available health insurance plans to find the best coverage for your needs and budget.View & start intake