A more personal approach to taxes.
We take a proactive approach to help individuals and small businesses gain clarity today and peace of mind for the future. We look forward to providing you with tailored advice that is focused on your financial journey.
You'll work with real people.
High-touch service means we take the time to understand your situation and explain your options.
Sam Osborne, EA
Tax Advisor & Strategist
Sam Osborne is an Enrolled Agent and investment professional with experience in tax planning, compliance, and complex individual tax situations. He works closely with clients to review their current circumstances, identify planning opportunities, and ensure filings and strategies are handled accurately and efficiently. Sam supports the firm by working directly with clients on reviews, planning discussions, and ongoing tax matters.
Karen Wood
Client Coordinator
Karen brings more than 30 years of experience in administrative, payroll, and practice operations, supporting both advisory teams and clients with precision and care. Her background includes leadership roles in accounting, corporate and high-end private events, and client service, where she developed a reputation for organization, discretion, and exceptional client experience.
What We Help You With
Tax preparation and planning built for people who don't want a volume shop.
Individual & Joint Taxes
Personal tax preparation that looks beyond last year’s forms. We take time to understand income changes, life events, and long-term goals so your return reflects your real financial picture—not just the obvious boxes.
Small Business Taxes
Tax preparation designed for owner-operators, not spreadsheets on autopilot. We help you navigate deductions, cash flow timing, and compliance while keeping an eye on decisions that affect future years.
Q4 Tax Planning
December is not the time for surprises. We review your year before it closes, identify opportunities to reduce exposure, and help you make intentional moves while you still have options.
Business Start-Ups
Getting it right at the beginning saves a lot of cleanup later. We help new businesses understand tax responsibilities, early planning decisions, and what matters now versus what can wait.
Entity Set-Ups
Choosing the right entity isn’t about trends or rules of thumb. We walk through structure options, tax implications, and long-term flexibility so your business is set up to support growth—not limit it.
Ongoing Tax Strategies
Taxes aren’t a once-a-year event. We provide continuous guidance as income, regulations, and goals evolve, helping you make smarter decisions throughout the year instead of reacting after the fact.
How We Work
We work with clients in clear, plain language, focusing on follow-through and understanding the full picture before offering guidance. Every conversation is designed to make clients feel heard, comfortable asking questions, and confident in what comes next. We believe good decisions come from thoughtful planning and direct communication—not rushed answers or one-size-fits-all solutions.
Intro Call
A quick fit check to understand your situation and goals.
Guided Review
We guide what we need and answer questions as we go.
File & Plan
Accurate filing, then proactive ideas for next year.
Common Questions
Yes. We help individuals, families, and small business owners who want a more personal, guided experience.
We’ll outline scope and pricing up front so you know what’s included before work begins.
Yes. We can provide year-round planning depending on your needs.
We'll walk you through what we need and help make the transition straightforward.
No. Journey Point Tax Advisors is an independent firm and is not affiliated with Ameriprise Financial.
Let's talk.
Drop Off Hours: 9:30am–4:30pm
Consultation: By Appointment