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Filling Out Tax Form

Real Estate and Tax Assistance

Supporting Families in Building Stability and Financial Confidence

Navigating real estate transactions or preparing taxes can be challenging, especially for families unfamiliar with complex systems in the United States. Language barriers, legal complexities, and a lack of trusted guidance can turn these necessary tasks into sources of stress and confusion.

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At J&M Counseling and Family Services, we combine practical expertise with cultural understanding to simplify the process and help you make informed decisions. From understanding real estate contracts to preparing accurate tax filings, we’re here to support you every step of the way.

Signing a Contract

Our Services Include:

 

1. Real Estate Assistance

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  • Guidance on understanding leases, rental agreements, and home-buying contracts.

  • Support with property searches and decision-making for first-time homebuyers.

  • Assistance with navigating the legal aspects of real estate transactions.

2. Income Tax Preparation

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  • Accurate preparation of federal and state income tax filings.

  • Help with understanding tax deductions and credits for families and small businesses.

  • Guidance on filing taxes for the first time in the U.S., including ITIN applications.

 

3. Education and Support

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  • Workshops or one-on-one guidance on building financial literacy.

  • Resources for managing household budgets and long-term planning.

  • Advice on integrating real estate and tax strategies to meet family goals.

Signing a Contract

Why Choose J&M Counseling and Family Services? â€‹

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1. Practical Expertise


Mauricio Romero brings years of experience and a deep understanding of real estate and tax processes, making complex tasks manageable for families. His legal background ensures precise and trustworthy advice.

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2. Cultural Sensitivity


As immigrants themselves, Mauricio and Judith understand the unique challenges faced by families adjusting to life in the U.S. They’re committed to providing services that meet your practical needs while respecting your cultural background.

​3. Holistic Support


Real estate and tax assistance are part of J&M’s broader mission to support families’ emotional, financial, and practical well-being. With our guidance, you can achieve stability and confidence in your decisions.

 

4. Bilingual Services


We proudly offer services in both English and Spanish, ensuring effective communication throughout the process.

Who Can Benefit From These Services?

 

Our real estate and tax assistance services are perfect for:

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  • First-time homebuyers navigating the purchasing process.

  • Families or individuals renting a home and needing help understanding contracts.

  • Immigrants filing taxes for the first time in the U.S. or needing ITIN support.

  • Small business owners managing personal and business taxes.

  • Anyone needing to simplify complex real estate or tax matters.

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How We Work With You

 

Step 1: Initial Consultation

 

We’ll discuss your goals, review your documents, and provide a clear plan of action for your real estate or tax needs.

 

Step 2: Tailored Assistance

 

We customize our services to your unique situation, whether it’s explaining a contract, preparing a tax filing, or helping you strategize for the future.

 

Step 3: Ongoing Support

 

We’re here to answer questions, provide resources, and ensure that you feel confident and informed every step of the way.

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Building a Stronger Future Together

 

At J&M Counseling and Family Services, we believe that financial and legal stability is a cornerstone of emotional and mental well-being. Our real estate and tax assistance services are designed to help you build a stable foundation for your family’s future.

Ready To Begin Your Journey?

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