CJL Quantum Financial Services, PC

CJL Quantum Financial Services, PC Business, trust, and personal tax return prep and planning. Former controller for a $500 million community bank.

Provide accounting advisory and bookkeeping services, as well as retirement planning. CJL Quantum Financial Services, PC, leverages 30+ years in the local business community, community banking, and the federal government to provide business, trust, and personal tax return prep/planning services. We also provide advisory accounting services, including accounting system development, financial accoun

ting activity, bookkeeping, and accounting review of existing activity. As a former $500 million community bank controller, we can handle the accounting needs. We also provide insurance and investment advisory services through our sister companies. We primarily work with small and medium-sized businesses and related owners with annual gross revenues from $250,000 to $10 million per annum. We are a licensed CPA firm, educated in finance, accounting, and information systems at the graduate level (MBA). Our goal is to provide you with professional tax and accounting services, as well as guidance in business insurance, retirement planning, and investment management.

04/17/2026

Well, another tax deadline has come and gone. What have we learned? I can share a few observations that I have made from this whole process.

(1) Establish a timely and effective bookkeeping system so that you can access your information where and when you need it. I had to file extensions on several business tax returns due to the financial reporting data not being available or complete. Their bookkeeper or accountant was asleep at the wheel. You deserve better.

Just so you know, my accounting firm offers reliable and timely bookkeeping and accounting advisory services. We are a premium service that guarantees our work, while only being moderately priced.

(2) Become a proactive taxpayer by purchasing a tax plan with a return on investment (ROI) ranging from 600% to 900%. A tax plan can save you literally thousands of dollars, if not 10s of thousands, of dollars legally using the US tax code.

Contact us today to find out more. 916.952.2691

(3) Start taking advantage of retirement planning and establish a retirement plan suitable for you and your business. We can assist in choosing the right plan for you and your business from a tax perspective.

Our sister company, CJL Quantum Analytics, can assist you in selecting a retirement plan suitable for your situation. As a registered investment advisor, they can also provide investment guidance and help you achieve your performance goals.

Don't wait contact us today.

Send a message to learn more

02/17/2026

If you own an S Corp or partnership, your tax return is due March 15th. A C Corp and trust tax returns are due April 15th.

We can accommodate your tax return needs and file extensions if necessary.

Our pricing is mid-market, based on gross revenues.

Call us today. 916.952.2691

Best regards.

01/20/2026

Tax season is heating up. Call now to lock in your tax preparation services for the 2025 tax year, including new deductions, credits, and sheltered income. First come, first serve. Sign up today.

Call 916-952-2691.

01/04/2026

We are gearing up for another tax and accounting season. So if you are a business owner and are looking for a seasoned tax and accounting professional to assist you with your bookkeeping, accounting, tax return preparation, and tax planning needs, contact us right away. We have answers you need to make your financial world make sense. 916.952.2691
[email protected]

10/23/2025


I will be updating my big beautiful bill key points next week.

With Tai Chi City – I just got recognized as one of their rising fans! 🎉
09/01/2025

With Tai Chi City – I just got recognized as one of their rising fans! 🎉

08/02/2025

As a CPA, an accounting advisor, tax professional, and retirement specialist, as well as an investment advisor representative, I felt it necessary for me to comment on the recent findings concerning the heads of the Democratic party. Last week it was reported that Obama authorized the intelligence agencies under his command to promote false information concerning newly elected President Trump in his first term. They were using false information that the intelligence agencies informed Obama was unreliable. It didn't matter. They were determined to undermine Trump. That was in 2016.

Today we find that the head of the Bureau of Labor Statistics misrepresented the employment data. He indicated that the creation of new jobs had slowed to roughly 72,000 per month. What makes this potentially incriminating is that this figure and the revision significantly downward of previously reported employment gains were provided to Fed Chair Powell before announcing his decision on rates. Nevertheless, despite this deterioration, Powell held rates steady citing continued strength in the employment data, which obviously contradicts what the data truly shows.

The deep state, for whatever reason, is desperately trying to hold Trump back. Honestly, I would not be surprised if we find out in the future that Covid was manufactured by the deep state to keep Trump from succeeding. If you recall the economy was booming up to the point Covid appeared in Trump's first term.

Today one of the federal reserve board members resigned. One that supposedly would support Powell. I can only speculate on why she left, maybe deciding not to be a part of the farse anymore. I agree with Trump; Powell needs to go. If you study the yield curve, you would see that the short term rates are out of kilter. When the federal reserve board lowers interest rates, it does so by adjusting the fed funds overnight target rate., which is the lending rate between bank overnight.

The continuation of higher short-term rates will be a drag on the economy, causing Americans to pay higher rates on borrowed funds. I believe Trump will take action in the near term.

If you would like to discuss this article and how the Powell's decision affects you, call me at (916) 952-2691

Business owners, do you want to save 10s of thousands of dollars on federal and state income tax. Then don't wait. Let's...
07/23/2025

Business owners, do you want to save 10s of thousands of dollars on federal and state income tax. Then don't wait. Let's get started on a tax plan today. Contact us at 916.952.2691.

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Silver Lake, KS

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