Book a Tax Presentation

Want a speaker who makes taxes interesting, practical, and actually useful?

We provide dynamic tax presentations for associations, professional groups, and business organizations looking to educate their members on smart tax and wealth strategies.

Tax Presentations That Educate and Empower

Give your members clear, actionable strategies they can use immediately to reduce taxes and build wealth.

We have extensive experience presenting to professional associations and organizations across a wide range of industries, including healthcare, real estate, construction, and business communities. Our presentations focus on proactive tax planning strategies designed to help attendees build and protect wealth in a tax-efficient way.

Popular presentation topics include:

How business owners can legally reduce taxes
Tax-free and tax-advantaged wealth strategies
Real estate and investment tax planning
Retirement and exit planning
Year-end tax planning essentials

Whether you are hosting a lunch-and-learn, annual conference, or professional development event, we bring clear, actionable insights your members can use immediately.

Inquire Today

Interested in booking a presentation for your organization?

Contact us at cpa@jbacpa.net, (253) 531-7114 or submit a request using the form below.

Real Stories. Real Results.

Why Choose Jeff Baker & Associates?

At Jeff Baker & Associates, our clients’ success stories speak volumes. Hear directly from individuals and businesses who have trusted us to guide them through complex financial landscapes with expertise, precision, and care.

“We are so thankful and grateful for Nicole and her team. They helped us through multiple reviews, tax questions and ideas. They are truly the greatest partners a business can ask for. Their understanding of businesses, industries, and people especially during the pandemic was unmatched! We highly recommend them to anybody as they will help position your business for continued growth and success!”

She and her team not only helped me capture all my deductions but also gave me options such as retirement contributions, understanding how to purchase items I needed and even strategically planning out my taxes for this year.

They also helped make sure that I wasn’t reducing my income too much so that I was able to go through the home buying process to purchase my first home, where they helped me provide what was needed to make sure that my loan officer was comfortable what was shown on my taxes and financials.

All in all they have changed my life, I have a better understanding of my business, my taxes, and my benefits all because of Caroline and her team at Jeff Baker and Associates!

I cannot recommend them enough.