Alan Stephenson's Contact Details

Alan Stephenson's Company Details

Jolly & Associates, LLC

Southlake, Texas, United States • 1 - 10 Employees
Financial Services

Jolly & Associates, LLC is a financial service firm that is committed to offering excellent solutions to a broad range of financial problems with the aid of modern and trusted financial tools and techniques. At Jolly & Associates, we believe in raising the bar above our customers' expectations and always strive to go above and beyond. We have a team of veteran CPAs with a repertoire of experience and outstanding financial skill sets dedicated to assisting you in making the best decisions regarding a variety of financial services ranging from tax consulting, planning and preparation, tax minimization strategies, bookkeeping, payroll services to portfolio management.. We are not your "everyday" financial service company that ultimately seeks to see what they can benefit from you; our uniqueness lies in our ability to painstakingly analyze your financial state and then provide easy to use, actionable information and solutions from our proficient experts. With the advent of technology in the financial industry, things are changing faster than ever before. We believe that this rapid pace calls for novel concepts and ideas to be applied by seasoned experts who understand exactly what's going on. With our core values of simplicity, security, and innovation we strive to consistently create the maximum value for our clients and partners.