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Families
Personal returns, life‑event planning, education savings, and multi‑year strategies that keep more in the household.
Simi Valley · Ventura County · Since 20+ Years
A Simi Valley tax advisor who helps your family and business keep more of what you've earned — year after year.
JC Accounting & Tax Services is a boutique firm led by Joy Connell, EA. We partner with Ventura County families, entrepreneurs, and small business owners through proactive tax planning, honest guidance, and a relationship built to last.
20+ yrs
Accounting experience
EA
Enrolled Agent · IRS Licensed
Year‑round
Proactive planning
Meet Joy Connell, EA
A trusted Enrolled Agent, a neighbor, and the advisor your family will stay with for years.
Joy Connell is a dedicated finance professional with more than twenty years of accounting experience and a Bachelor's degree in Accounting. She founded JCATS with small and growing businesses in mind — knowing that accounting needs can change daily, and that families deserve an advisor who is genuinely paying attention.
As an Enrolled Agent, Joy is licensed by the United States Treasury to represent clients before the Internal Revenue Service. She is a proud member of the California Society of Enrolled Agents and the National Association of Enrolled Agents, and completes rigorous annual continuing education in ethics, tax law, and current updates.
Clients keep coming back because Joy shows up as a partner — not a seasonal preparer. Whether you're navigating a new business, an IRS letter, or the financial chapters of retirement, she gives you plain answers, a clear plan, and the kind of steady guidance that builds real financial confidence.
Enrolled Agent (EA)IRS AuthorizedQuickBooks ProAdvisorCA Society of Enrolled AgentsNational Assoc. of Enrolled Agents
The JCATS difference
Local guidance. Lasting relationships.
Taxes are only one part of the relationship. Our clients stay with us because they know they have an advisor in their corner — someone who answers the phone, thinks ahead about the next big decision, and treats their financial life like it matters. We're the alternative to national tax chains and seasonal preparers.
Honest advice
Straight answers in plain English — no upsells, no jargon, no surprises at April 15.
Responsive communication
You reach a real person. Calls returned. Emails answered. Questions taken seriously — even the small ones.
Year‑round planning
We look ahead. Quarterly check‑ins, projections, and strategy so decisions happen before deadlines.
Trusted through every life stage
Marriage, a new business, an inheritance, retirement, or an IRS letter — Joy has walked clients through all of it.
Who we help
Ventura County's families, entrepreneurs, and neighbors — served like family.
Every client relationship starts with a conversation — not a checklist. Here's who Joy is uniquely positioned to guide.
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Small Business Owners
Entity selection, S‑Corp elections, quarterly estimates, and an advisor who understands the realities of running a business in Southern California.
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Entrepreneurs
From your first LLC to your fifth revenue milestone — foundational structure, clean books, and confident growth.
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Independent Professionals
Consultants, contractors, and creatives who need proactive tax planning, deductions done right, and a real advisor on call.
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Retirees
Required distributions, capital gains planning, Social Security timing, and the calm of knowing everything is coordinated.
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Nonprofits
Form 990 preparation, board‑ready reporting, and back‑office support for local mission‑driven organizations.
Services organized by outcomes
Every service answers one question: how does this improve my financial future?
We don't sell tasks — we deliver outcomes. Here's how our work translates into a stronger financial life for the families and businesses we serve.
Tax Planning & Preparation
Keep More of What You've Earned
Proactive Tax Planning
Year‑round strategy so no deduction, credit, or election gets left on the table.
Individual Tax Preparation
Federal, California, and multi‑state returns — thorough, accurate, and calmly explained.
Business Tax Returns
S‑Corps, LLCs, partnerships, C‑Corps, sole proprietors, and nonprofits.
Bookkeeping · Payroll · Accounting
Simplify Your Business
Bookkeeping & Cloud Accounting
Clean monthly books in QuickBooks Online — reconciled, reviewed, and ready when you need them.
Payroll Services
Reliable payroll runs, tax filings, W‑2s, and 1099s handled quietly in the background.
Part‑Time CFO & Internal Controls
Financial oversight for growing businesses without a full‑time hire.
IRS Representation
Navigate IRS Challenges
IRS & FTB Representation
Joy is licensed to represent you directly before the IRS as an Enrolled Agent.
Tax Notices & Audits
Calm, expert response to letters, exams, and correspondence — start to finish.
Prior‑Year & Amended Returns
Catch up on missed filings and correct past returns with confidence.
Advisory & Business Consulting
Plan With Confidence
New Business Formation
Entity selection, EIN, S‑Corp elections, and the setup decisions that shape your first five years.
QuickBooks Setup & Training
Implementation, customization, and coaching from a certified ProAdvisor.
Year‑Round Advisory
Quarterly check‑ins and the trusted voice you call before any meaningful financial decision.
The client experience
A simple, personal rhythm — designed to feel reassuring.
From the first phone call to a decade of returns, every step is built to feel calm, organized, and relationship‑driven.
- Step 01
Discovery Meeting
A relaxed conversation to understand you, your family, and your goals.
- Step 02
Document Collection
Secure client portal, checklists, and gentle guidance — never a document scramble.
- Step 03
Financial Review
We look at the full picture, not just this year's return.
- Step 04
Personalized Recommendations
A clear plan with next steps you actually understand.
- Step 05
Implementation
We file, coordinate, and take care of the details behind the scenes.
- Step 06
Year‑Round Support
You have Joy on call — before deadlines, big decisions, and life changes.
Why families stay
The kind of advisor you recommend to your family, friends, and fellow business owners.
Clients come to Joy because they need a return. They stay because they finally have someone who returns calls, thinks ahead, and treats their financial life like a relationship — not a transaction. It's the reason JCATS has grown almost entirely by referral from the families and business owners of Simi Valley and Ventura County.
“Joy takes the time to actually understand our business — and she catches things every year that pay for themselves.”
“For the first time we're not stressed about April. Everything is organized, and we have someone we trust.”
“Joy walked us through an IRS notice calmly and had it resolved. It's peace of mind you can't put a price on.”
Learning Center
Practical guidance for California families and business owners.
A curated library of plain‑English guides — written to help you make wiser decisions between tax seasons.
California Tax Updates
What the latest CA tax changes mean for Ventura County residents
A running summary of state law changes and what they mean for your household or business.
Read guideSmall Business Taxes
S‑Corp vs. LLC: choosing the right structure in California
The tradeoffs every California business owner should understand before filing that first return.
Read guideIRS Notices
You got an IRS letter — now what?
A calm, step‑by‑step guide to reading, responding, and resolving IRS correspondence.
Read guideBookkeeping
The five books hygiene habits that save you at tax time
Small monthly practices that turn a stressful April into a routine one.
Read guideRetirement Tax Planning
Required Minimum Distributions without the surprises
How to coordinate RMDs, Social Security, and capital gains to keep more each year.
Read guideBusiness Deductions
Deductions California business owners routinely miss
The lawful, well‑documented deductions that most owners overlook.
Read guideProudly serving Ventura County
Rooted in Simi Valley. Trusted across Ventura County.
Our office sits between Rancho Simi and the Santa Susana Mountains. We know these neighborhoods, the local business community, and the families raising the next generation here. That local perspective shapes every recommendation we make.
- Simi Valley
- Thousand Oaks
- Moorpark
- Westlake Village
- Rancho Simi
- Camarillo
- Oak Park
- Newbury Park
- Los Angeles & Santa Barbara Counties
Let's talk
Let's build a stronger financial future together.
Reach out for a consultation. We'll listen first, look at your full picture, and help you see the next best step with clarity and confidence.
2775 Tapo Street, Suite 204 · Simi Valley, CA 93063