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Tax · Notary · Business Services
Trusted Tax & Business Serviceswith a Personal Touch.
JNE Financial helps individuals and small businesses handle the important things — taxes, formations, BOI, notary, and ITIN — with clarity, care, and the convenience of working remotely from anywhere.
Remote, all 50 states
Transparent pricing
One-on-one guidance
Noelia Capellan
Tax & Notary Specialist
IndividualsLLCs & S-CorpsSole ProprietorsITIN ApplicantsNotary Clients
10+
Years of experience
About JNE Financial
Meet the Professional Behind JNE Financial.
Noelia Capellan founded JNE Financial to give individuals and small businesses something the financial world often forgets — real, personal guidance. Every client works directly with Noelia, from the first conversation to the final signature.
Whether you're filing your first return, forming your first LLC, or navigating a notary or ITIN need, JNE Financial walks beside you — one clear, confident step at a time.
Professional guidance you can trust
Convenient, fully-remote process
Personalized support, every step
Built for individuals & small business
Services
Refined services, handled with care.
A focused suite of tax, notary, and business services — designed for people who value clarity, accuracy, and a calm experience.
Service Details
A closer look at how we help.
Each service is delivered with the same care: clear scope, upfront pricing, and a calm, guided process from start to finish.
Tax Preparation
What it is
Accurate federal and state tax filing for individuals, families, and small businesses.
Who it's for
W-2 earners, self-employed, gig workers, LLC owners, and S-Corp shareholders.
Why it matters
A well-prepared return protects your refund, keeps you compliant, and surfaces deductions you'd otherwise miss.
How we help
We collect your documents securely, review every line, ask the right questions, and e-file once you've approved the return.
Business Formation
What it is
Guided setup of LLCs, S-Corps, C-Corps, and DBAs — including EIN and operating documents.
Who it's for
New entrepreneurs, freelancers going full-time, and existing owners restructuring their business.
Why it matters
The right structure protects your personal assets, optimizes how you're taxed, and sets a clean foundation for growth.
How we help
We recommend the right entity for your goals, file with the state, secure your EIN, and hand you the documents you need to open a business bank account.
BOI Filing
What it is
Beneficial Ownership Information reporting with FinCEN, required for most U.S. small businesses.
Who it's for
Owners of LLCs, corporations, and similar entities created or registered to do business in the U.S.
Why it matters
Non-compliance carries steep daily penalties — getting this filed correctly the first time is the safest, simplest path.
How we help
We gather the required owner information, verify identity documents, and submit your BOI report on your behalf.
Notary Services
What it is
Professional notarization of personal, legal, and business documents.
Who it's for
Clients signing affidavits, deeds, powers of attorney, business agreements, and consent forms.
Why it matters
A properly notarized document holds up — for courts, banks, lenders, and government agencies.
How we help
We confirm identity, witness signatures, and apply the official seal — in person or remotely where state law allows.
ITIN Applications
What it is
Certified end-to-end assistance applying for an Individual Taxpayer Identification Number.
Who it's for
Non-U.S. citizens, spouses, and dependents who need to file taxes or be claimed on a return without an SSN.
Why it matters
An ITIN lets you file taxes, claim eligible credits, open certain accounts, and stay in compliance with the IRS.
How we help
We prepare your W-7, review supporting documents, attach the required tax return, and submit your application correctly.
Why JNE Financial
A premium experience without the gatekeeping.
Big-firm expertise. Boutique care. Built for clients who want answers, not jargon.
Reliable & Professional
Decades of small-business and individual tax know-how, delivered with discretion.
Convenient Remote Service
Work with us from anywhere in the country — secure, paperless, and on your schedule.
Personalized Attention
Every client gets one-on-one guidance — no call centers, no rushed answers.
An Easy Experience
Clear pricing, simple steps, and steady support from intake to filing.
Client Voices
Calm, clear, cared for.
Noelia made tax season feel effortless. Clear communication, fast turnaround, and she actually answers her phone.
M. Rivera
Small Business Owner
She set up my LLC, filed my BOI, and walked me through every step. JNE Financial is the real deal.
A. Thompson
Founder
Professional, kind, and incredibly organized. I won't trust anyone else with my taxes.
J. Méndez
Returning Client
FAQ
Answers, before you ask.
Get in Touch
Let's talk about what you need.
Reach out by phone, email, or the form — we'll respond within one business day with clear next steps.
Call
347-854-6166
info@jnefinancial.com
Service Area
Remote · Any State
@jnefinancial
TikTok
Noelia.jnefinancial
Ready When You Are