Let's talk taxes.

Book your free 30-minute consultation. Tell Jack a little about your situation and he'll be in touch to set up a time that works for you.

Hours
Mon – Fri
9:00 am – 5:00 pm PT

Send a message

Common questions

What to expect when you reach out.

What happens during the free 30-minute consultation?

Jack will ask about your tax situation, business structure, and any concerns you have. He'll explain how he can help, outline his process, and give you a clear sense of next steps. There's no obligation — it's simply a chance to see if it's a good fit.

What should I bring to my first appointment?

For individuals: prior-year tax returns, W-2s, 1099s, and any major life change documentation. For businesses: P&L statements, balance sheets, payroll records, and entity documents. Jack will send you a personalized checklist after scheduling.

How far in advance should I schedule?

During tax season (January–April), it's best to book 2–3 weeks ahead. For advisory services or off-season planning, a few days' notice is usually sufficient. Jack always accommodates urgent situations when possible.

Do you work with clients outside the Santa Clarita Valley?

Yes. While many clients are local to Valencia, Stevenson Ranch, and Newhall, Jack serves clients throughout California and beyond via phone, video calls, and the secure Liscio client portal.

Can you help if I have an IRS notice or audit?

Absolutely. Jack is authorized to represent taxpayers before the IRS and California Franchise Tax Board. If you've received a notice or are facing an audit, contact the office as soon as possible — early intervention is key.

Client stories

Why clients stay for decades.

"I have been practicing law for 42 years as a business litigator. In that time I have met and dealt with hundreds of CPA's. Jack is my choice and to say I recommend him is just not enough. In my opinion, you can't do better."
Joseph Fischbach
Business litigator, 42 years
"Where's the sixth star?! We've been Jack's clients for longer than I can remember. Year in and year out, he exceeds our expectations: prep materials are always received well in advance, and are easy to complete; the annual 'check-up' meeting is thorough and our filings are explained carefully; returns are always filed on time; quarterly estimated payments are automated by Jack; and throughout the year he is always readily available for questions and advice. Jack makes paying taxes painless, and that's saying a LOT!"
Diane Graham
Long-time client
"Mr. Bennett has been preparing my taxes for over twenty years, answering questions, offering advice, and ensuring that all is done correctly, fully, and accurately. I had worked with many other CPAs prior to having him recommended to me by another client. He's been spectacular."
John Schussler
Client of 20+ years