About Us

Our goal at JL Tax and Bookkeeping Co. is to offer outstanding financial services to both individuals and companies. We believe you deserve easy access to professional bookkeeping, tax preparation, and accounting services without having to leave your house or place of business. That's why we offer all our services completely remotely.

Our family-owned and operated company is run by the dynamic sister duo, Lacee Mikkelsen in Virginia, and Jasmine Espinosa in Texas. Together, they bring over 40 years of combined experience in the financial services industry to the table. Every client receives individualized and practical solutions to their financial needs, thanks to this depth of knowledge and experience.

At JL Tax and Bookkeeping Co., we understand that dealing with finances can be overwhelming. We strive to simplify the process for our clients. We handle the numbers so that you can focus on what you do best - growing your business and managing your home.

We are committed to providing the highest level of customer satisfaction and we believe that our remote services, combined with our years of experience, make us the best choice for your financial needs. Therefore, whether you're an individual or a business owner, we warmly welcome you to discover the difference JL Tax and Bookkeeping Co. can make in your finances.

Mission, Vision, Values

Mission:

At JL Tax and Bookkeeping Co., our mission is to be the trusted advisor for our client's financial needs. We strive to offer a wide variety of effective and efficient remote financial services. Our team of professionals is committed to making our clients' financial lives easier by providing them with individually tailored solutions and top-notch customer service. We work hard to give our clients the tools they need to make confident financial decisions.

Vision:

We aspire to be known as a top provider of remote financial services, recognized for our expertise, innovation, and commitment to customer satisfaction. Our goal is to create a financial hub that is simple, stress-free, and empowering for everyone.

Values:

At JL Tax and Bookkeeping, Co., our values are the foundation of everything we do. They guide our actions and serve as a testament to our commitment to our clients and the financial services industry. Our values are:

Customer Focus: We understand that our clients are the reason we are in business. That's why we prioritize their needs and satisfaction, and we are dedicated to providing the highest level of customer service.

Excellence: We believe in striving for excellence in all that we do. From our knowledgeable team to our innovative financial solutions, we set the bar high and always aim to deliver the best.

Reliability: Our clients can count on us to provide accurate and timely financial solutions. We take our responsibility to our clients seriously and are committed to delivering results they can trust.

Family-Oriented: We are a family-owned and operated business, and we understand the importance of strong relationships and personal connections. We bring a personal touch to every client interaction, fostering a sense of community and trust.

Remote Services: We embrace technology and offer the convenience of remote financial services to our clients. This approach allows us to bring our expertise to clients wherever they are, making financial management simple and accessible.

By upholding these values, we are dedicated to creating a world where financial management is simple, stress-free, and empowering for everyone.

Lacee

Lacee is a seasoned professional in the field of accounting and tax preparation, bringing over two decades of in-depth experience to the table. Her broad knowledge base, combined with her expertise in accounting and tax preparation, makes her an invaluable asset to her clients. From individuals and families to small businesses and corporations, Lacee has a proven track record of delivering comprehensive guidance and managing the books for a diverse range of clientele.

With her accreditation as an IRS Enrolled Agent, Lacee has the knowledge and skills necessary to handle even the most complex tax scenarios. She has spent much of her career working for a private practice, where she was involved in executing tax filings, assisting in audits, and managing the business. She has simultaneously built her own business, in pursuit of professional growth and independence.

Lacee's love for her work is matched only by her passion for giving back to the community. She is a Southern California native who now resides by the stunning Virginia beaches and uses her free time to support various causes, including animal welfare, advocating for marginalized people, and environmental conservation. In her personal life, Lacee enjoys puzzles, motorcycles, and spending time at the beach with her dog, Hank.

With her vast experience, deep commitment to her clients, and compassionate spirit, Lacee is truly an amazing professional in the field of accounting and tax preparation.

Jasmine

Jasmine is a driven and entrepreneurial finance professional who has successfully built a thriving remote bookkeeping business from the ground up. With a client base that spans Southern California, the US, and Europe, Jasmine has established a reputation for providing top-notch bookkeeping services, built entirely on word of mouth and referrals. With over 20 years of experience in the finance field, she brings a wealth of knowledge and expertise to her clients.

Jasmine's career in finance has been diverse and multifaceted, with positions ranging from software, insurance, real estate, law, and (primarily) advertising and marketing. In 2015, she made the bold move to leave her position as Finance Director for a marketing agency and start her own business. Her experience in virtual finance, as she had transitioned the marketing agency to a fully virtual company, has proven invaluable in the growth of her remote bookkeeping business.

Jasmine is a proud wife, a proud mother of four children, and a proud parent of over 20 animals. She is a Southern California native who now runs her business from East Texas, where she spends her free time homesteading with her family.

With her extensive experience in finance, entrepreneurial spirit, commitment to her clients, and dedication to community and family, Jasmine is a true force in the world of bookkeeping and finance.

Disclaimer

Lacee is not a C.P.A., nor has ever practiced as a C.P.A. Lacee is an Enrolled Agent, also known as an “E.A.” The distinction between the two designations is very important, as her specialty is federal taxation and tax accounting. She has chosen to earn the enrolled agent license, from the U.S. Department of the Treasury, because it does not limit the geographic area in which she can practice.

To become an E.A., one must pass a background check and a stringent three-part IRS exam, or have relevant experience as a former IRS employee. (This is why E.A.s are referred to as “America’s tax experts.”) The federal government regulates enrolled agents, while CPAs and attorneys are regulated by the states.

To maintain their IRS accreditation, E.A.s must stay up-to-date on the latest changes to the tax code by completing annual continuing professional education. They are unique in that they are the only group of tax professionals who report their continuing professional education hours directly to the IRS.

About Us

Mission, Vision, Values

Lacee

Jasmine

Frequently Asked Questions

Disclaimer