Johnson Management Group - JMG

Johnson Management Group - JMG JMG provides tax, accounting, and advisory services for small to mid-size businesses, indie studios, influencers, entrepreneurs, and professionals nationwide.

JMG provides expert tax, accounting, and advisory services for small to mid-size businesses, indie studios, influencers, entrepreneurs, and professionals nationwide. Our team of experienced Accountants delivers affordable, professional solutions tailored to your unique financial needs. Our Founder, Jude Okwudiafor Johnson is a seasoned CPA/MBA and award-winning filmmaker, uniquely combining his ex

pertise in global accounting operations with a passion for storytelling. With over 20 years of experience in finance, Jude has held leadership roles at prominent companies such as SoundThinking, Anchor Media Studios, ServiceMax, 8x8, Infinera, Palo Alto Networks and Cisco, where he managed complex accounting functions, SEC filings, and mergers and acquisitions. His technical proficiency spans a wide range of software, including NetSuite, SAP, and Oracle. Jude's filmmaking career is equally distinguished. His debut feature film, Freshman Year, earned several awards at film festivals nationwide and was a top Faith & Spirituality film on Netflix. He recently completed its sequel, Senior Year: Love Never Fails. Born in Nigeria and now residing in California with his family, Jude integrates his faith into both his financial practice and cinematic narratives, offering clients and audiences a rare blend of analytical precision and creative vision. Leveraging his extensive experience as a Fortune 500 accounting executive, Jude assists emerging companies, professionals, influencers, entrepreneurs with their accounting and tax needs and supports indie filmmakers with production accounting and producer requirements.

When planning your estate, start early and update often. It’s crucial to have a plan that grows with you because financi...
09/24/2025

When planning your estate, start early and update often. It’s crucial to have a plan that grows with you because financial landscapes shift, tax laws change and life circumstances evolve. Here are 5 quick tips. 1) Structure assets to minimize taxes and maximize wealth transfers. 2) Consider trusts to protect assets, control distributions and avoid probate. 3) Ensure accounts (bank, retirement, insurance) have up-to-date beneficiaries. 4) Use annual gift tax exclusions to reduce your taxable estate. 5) Update documents when life changes occur. Contact us at (925) 452-6901 for assistance.

If you itemize deductions and your unreimbursed medical expenses exceed 7.5% of your adjusted gross income, you can dedu...
09/23/2025

If you itemize deductions and your unreimbursed medical expenses exceed 7.5% of your adjusted gross income, you can deduct the amount exceeding that “floor.” But many people don’t itemize, and the floor can be difficult to exceed. Fortunately, there may be another way for you to save taxes in relation to health care costs: Contributing to an HSA or an FSA. Wondering how you can maximize your tax savings? Call us at (925) 452-6901.

Generally, if you're over age 59½, withdrawals of Roth IRA earnings are tax-free. But there’s one more requirement: Your...
09/22/2025

Generally, if you're over age 59½, withdrawals of Roth IRA earnings are tax-free. But there’s one more requirement: Your Roth must have been open at least 5 years. The countdown clock starts on Jan. 1 of the year you made your very first Roth IRA contribution; it doesn’t apply to each contribution separately. Have questions? Let’s talk before you launch any Roth IRA withdrawals. Contact us at (925) 452-6901.

Determining the correct tax filing status isn’t always straightforward. That’s especially true if the parents of a young...
09/19/2025

Determining the correct tax filing status isn’t always straightforward. That’s especially true if the parents of a young child live together and aren’t married. Can both parents claim the more favorable head of household (HOH) status? According to the IRS, the answer is no. Only one parent can claim HOH status for a qualifying child. To be eligible, a parent must furnish more than half the cost of maintaining a home for themselves and a child. If both parents contribute equally, the IRS applies a tiebreaker rule to determine who can file with HOH status. Learn more by visiting the IRS at bit.ly/3T5JUp5, or contact us at (925) 452-6901 with questions.

Tax savings alert for employers: The Work Opportunity Tax Credit (WOTC) can help your business save thousands in taxes. ...
09/17/2025

Tax savings alert for employers: The Work Opportunity Tax Credit (WOTC) can help your business save thousands in taxes. It involves hiring individuals from targeted groups, including veterans, ex-felons, the long-term unemployed and SNAP recipients. The maximum credit is generally $2,400 per eligible adult employee. But it can be as much as $9,600 for certain veterans. It’s a win-win: You can support your community while improving your bottom line! Let’s talk about how your business can take full advantage of this powerful credit. Contact us at (925) 452-6901 to learn more.

Proper payroll recordkeeping is critical for every business to ensure tax compliance and guard against litigation. Most ...
09/16/2025

Proper payroll recordkeeping is critical for every business to ensure tax compliance and guard against litigation. Most companies must keep information regarding federal income, Social Security and Medicare taxes for at least four years after the due date of an employee’s personal income tax return for the year in which the payment was made. This is known as the “records-in-general” rule, and various data and documents fall under it. Contact us at (925) 452-6901 to schedule a review of your payroll recordkeeping processes today!

Do you use a vehicle for business purposes? You may be able to deduct related expenses using one of two methods: the sta...
09/15/2025

Do you use a vehicle for business purposes? You may be able to deduct related expenses using one of two methods: the standard mileage rate or the actual expense method. The standard mileage rate offers simplicity: You just multiply business miles driven by the IRS rate, which is 70 cents per mile in 2025. Prefer tracking every cost? Use the actual method to deduct gas, oil, maintenance, insurance and more. Choose the method that saves you the most time and money! Contact us at (925) 452-6901 to help decide what's best for your situation.

The IRS Whistleblower Office (WBO) plays a key role in tax collection. The federal tax system relies on voluntary compli...
09/12/2025

The IRS Whistleblower Office (WBO) plays a key role in tax collection. The federal tax system relies on voluntary compliance, investigations, data analytics and information from people with knowledge of noncompliance. A tip that leads to the collection of proceeds may result in a valid claim for a cash award. What makes a claim valid? To qualify for an award, a claim must provide specific and credible information regarding tax underpayments or violations. Generally, an award ranges from 15% to 30% of the proceeds collected that are attributable to information from the tipster. Contact us with questions at (925) 452-6901 and learn more about the WBO claim process here: https://bit.ly/3RleVWh

Thinking about what you’ll do with your business when you’re ready to move on to something else or retire? Common exit s...
09/10/2025

Thinking about what you’ll do with your business when you’re ready to move on to something else or retire? Common exit strategies include buy-sell agreements, family succession, management buyouts, employee stock ownership plans and sales to outside buyers. Each has unique benefits and tax implications. But to be successful, all require planning well in advance of your target exit date. Call us at (925) 452-6901 to start discussing the best strategy for achieving your goals.

How much time did you spend on accounting and bookkeeping last month? What if you could reclaim those hours and reinvest...
09/09/2025

How much time did you spend on accounting and bookkeeping last month? What if you could reclaim those hours and reinvest them in your business — or yourself? Contact us at (925) 452-6901 to turn your financial chores into strategic opportunities. We can handle these time-consuming tasks for you and provide insights to help your small business thrive!

How’s your business’s health now that we’re more than halfway through the year? If you’re not sure, it’s time for a chec...
09/08/2025

How’s your business’s health now that we’re more than halfway through the year? If you’re not sure, it’s time for a checkup. We can help identify strengths, diagnose risks and prescribe the right moves to keep your business thriving. Contact us at (925) 452-6901 to schedule your business wellness check today!

Many Americans seek to earn money by way of a side hustle, which sometimes starts as a hobby. Reminder: This income is t...
09/05/2025

Many Americans seek to earn money by way of a side hustle, which sometimes starts as a hobby. Reminder: This income is taxable. Depending on whether the IRS considers the activity to be a business or a hobby, the tax treatment is very different. On their tax returns, businesses can generally deduct ordinary and necessary business expenses. But if the IRS deems an activity a hobby, deductions are much more limited. To determine if an activity is considered a business, the IRS looks at key factors. These include whether the taxpayer displays a profit motive, operates in a businesslike manner and keeps good records. To learn more, contact us at (925) 452-6901 with questions or visit the IRS: https://bit.ly/3VJi4BG

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Dublin, CA
94568

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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