Priority scheduling invitations
First pick of appointment times — VIP members receive tax appointment scheduling invitations before general booking opens.
Welcome to J&R Tax & Wealth Solutions
Tax season, handled with care — across all of North Dakota.
Individual and business tax preparation for the 2027 tax season, with your choice of virtual or in-person appointments. Serving clients statewide, founder-led, and built around you.
Serving all of North Dakota
Virtual & in-person
Individual & business taxes
Now welcoming 2027 clients
The VIP 90
THE VIP 90 — Your Tax Season. Your Priority.
90 Exclusive VIP Early-Access Spots
Get Ahead of the 2027 Tax Season
J&R Tax & Wealth Solutions is welcoming its first 90 VIP early-access members for the 2027 tax season — plus a free $200 gift card giveaway with six winners. Registration runs October 24, 2026 through January 22, 2027.
Both opportunities are free — and they are separate. You can join the VIP 90, enter the giveaway, or do both. Entering the giveaway never requires joining VIP, subscribing to updates, buying a service, or booking an appointment.
90 spots
VIP Early-Access Spots for the 2027 Season
Registration is open now on the official VIP 90 registration form. Spots are first-come, first-served — when all 90 are claimed, new VIP signups join the waitlist, and free giveaway entry stays open either way.
VIP Membership Benefits
What VIP members receive
Tax tips & resources
Exclusive tax preparation tips and educational resources by email, so you arrive organized and informed.
Free preparation checklist
A free tax document preparation checklist — the same “What to Bring” list on this page — so nothing gets missed.
Early notifications
Early booking reminders and notifications about scheduling availability as the 2027 season approaches.
VIP membership is free. It provides early access to scheduling invitations, reminders, tips, and the checklist — it does not guarantee an appointment or any particular tax refund. Appointment availability is first-come, first-served among those invited.
Six Winners
$200 IN GIFT CARD GIVEAWAYS — SIX WINNERS!
Six random drawings, six different winners: four $25 gift cards and two $50 gift cards, totaling $200. Gift card brands will be announced later. NO PURCHASE NECESSARY.
Next drawing
–Days
–Hours
–Minutes
–Seconds
Countdown is to 12:00 noon Central Time on the next drawing date.
All six drawings are complete — thank you to everyone who entered.
Drawing 1 · November 7, 2026
$25
Gift Card
Brand to be announced
Drawing 2 · November 21, 2026
$25
Gift Card
Brand to be announced
Drawing 3 · December 5, 2026
$25
Gift Card
Brand to be announced
Drawing 4 · December 19, 2026
$25
Gift Card
Brand to be announced
Drawing 5 · January 9, 2027
$50
Gift Card
Brand to be announced
Drawing 6 · January 22, 2027
$50
Gift Card
Brand to be announced
Open to eligible U.S. residents ages 18+. One entry per person; each eligible participant stays eligible for future drawings until they win, and each person can win a maximum of one prize. Void where prohibited. See the Official Rules (draft) below.
Join the VIP 90
Early Tax Access + $200 Gift Card Giveaway
Registration for the VIP 90 and the giveaway is collected on our official registration form. It takes about a minute, and each choice is separate — join VIP, enter the giveaway, both, or neither beyond what you pick.
The form asks for your full name, email, state of residence (North Dakota or Minnesota), an optional phone number, and the type of tax preparation you're interested in. Then you choose, independently:
- Join the VIP 90 for early appointment access, tax tips, and updates by email.
- Enter the free $200 gift card giveaway — no purchase necessary, and no VIP signup required.
- Optionally, opt in to other J&R marketing emails — separate from both, and you may unsubscribe at any time.
Please register only once — one entry per person. Never enter a Social Security number or tax documents on the registration form; we will never ask for them there.
Official Rules & Privacy
Rules & privacy notice
DRAFT — PENDING REVIEW: The official sweepstakes rules below are a draft framework, not finalized legal terms. The sponsor's legal business name is now listed below; the sponsor address and gift card brands are still to be added, and legal compliance has not been verified. The sweepstakes terms will be finalized once the official rules and eligibility requirements are reviewed and completed — please do not rely on this draft as the final rules.
Official Sweepstakes Rules — Draft
- NO PURCHASE NECESSARY to enter or win. A purchase, VIP membership, marketing subscription, or tax appointment does not improve your chances.
- Eligibility: Open to eligible U.S. residents ages 18+. Void where prohibited.
- Prizes (total $200): $25 on Nov 7, 2026; $25 on Nov 21, 2026; $25 on Dec 5, 2026; $25 on Dec 19, 2026; $50 on Jan 9, 2027; $50 on Jan 22, 2027. Gift card brand: [TO BE ADDED].
- Entries: One entry per person. Entrants remain eligible for future drawings until they win; maximum one prize per winner; six different winners.
- Sponsor: J&R Tax & Wealth Solutions (legal business name). Address: [TO BE ADDED — no address listed yet].
- Winner notice: Winners are notified using the contact information on their entry and must respond as directed in the finalized rules.
Privacy notice
J&R collects only what the registration form asks for: your name, email, optional phone, state of residence, tax preparation interest, and your VIP / giveaway / marketing choices. We never ask for Social Security numbers or tax documents through this campaign.
- VIP and giveaway choices are used only for the purpose you selected.
- Marketing emails are sent only if you separately opt in, and you may unsubscribe at any time.
- Registration information is held in J&R's registration system for this campaign and is not sold.
- Privacy contact: J&R Tax & Wealth Solutions — jermeka@jrtaxandwealth.com. Full privacy terms: [TO BE COMPLETED — sponsor address to be added].
Our Services
What we prepare
Focused, personal tax preparation — no call centers, no being passed from person to person. You work directly with the founder.
Individual Taxes
For employees, families, students, retirees, and anyone filing a personal return.
- W-2 wage earners & multiple jobs
- 1099 income — gig, contract & freelance work
- Families — child & dependent credits
- Education, retirement & investment income
- Federal & North Dakota state returns
Business Taxes
For sole proprietors, side businesses, and small companies that want their return done right.
- Self-employed & Schedule C filers
- LLC and small business returns
- Business income & expense organization
- 1099-NEC forms for your contractors
- Guidance on records to keep year-round
Virtual appointments
Meet from home, share your documents securely, and review your return together — anywhere in North Dakota.
In-person appointments
Prefer to sit down face to face? In-person appointments are available — bring your documents and your questions.
Simple & Personal
How it works
Four simple steps from first hello to filed return.
01
Request your spot
Join the VIP 90 above, complete the Client Intake Form, or fill out the appointment request below — tell us whether your return is individual, business, or both, and virtual or in-person.
02
Gather your documents
Use the checklist on this page so nothing gets missed. Bring paper copies in person, or have them ready for your virtual visit.
03
We prepare & review
Your return is prepared carefully, then reviewed with you line by line so you understand it before anything is filed.
04
File & plan ahead
We file your federal and state returns, and you'll leave knowing what to keep and what to watch for next year.
Be Prepared
What to bring
Pick your return type to see your checklist. Having these ready makes your appointment faster and your return more accurate.
Individual checklist
For employees, families, and personal returns.
Meet Our Founders
A North Dakota firm, founded by neighbors
J&R Tax & Wealth Solutions was founded by Jermeka Rogers, who started the firm to give individuals and small businesses across North Dakota a more personal option for tax preparation — one where you know exactly who is preparing your return and can reach them with a question.
Together with co-founder Reed Beavers, the firm is now welcoming clients for the 2027 tax season, offering both virtual and in-person appointments across all of North Dakota.
Whether it's your first time hiring a preparer or you're a small business owner tired of doing it all yourself, you'll get clear explanations, honest communication, and a return that's reviewed with you before it's filed.
Jermeka Rogers
Founder & Owner
Serving all of North Dakota
FargoBismarckGrand ForksMinotWest FargoWillistonDickinsonMandanJamestownVirtual — anywhere in ND
Jermeka Rogers
Founder & Owner
Founder of J&R Tax & Wealth Solutions and your tax preparer. Jermeka works directly with every client, virtually and in person.
Reed Beavers
Co-Founder
Co-founder of J&R Tax & Wealth Solutions, helping build the firm alongside Jermeka from the ground up.
New Clients — Start Here
Client Intake Form
Ready to become a client? Complete our Client Intake Form so we have your information on file before your first appointment. It only takes a few minutes.
The intake form is hosted on our secure Jotform. Use it to share your contact details and tell us about the tax help you're looking for — individual, business, or both.
- Complete the form once before your first appointment.
- It helps us prepare for your return and reach you about scheduling.
- Questions first? Email us at jermeka@jrtaxandwealth.com.
The form opens in a new tab on Jotform. Please don't send tax documents or sensitive taxpayer information unless we ask you to through a secure channel.
Begin Here
Request an appointment
Tell us a little about your return and how you'd like to meet. The form builds a ready-to-send summary you can download or copy — bring it to your first appointment, or email it to jermeka@jrtaxandwealth.com. Our website is jrtaxandwealth.com.
The summary is created on this page, on your device — download or copy it and send it to us when you're ready. To be reached for the 2027 season, join the VIP 90 above.
Your appointment summary
Questions, Answered
Common questions
Are you taking new clients for the 2027 tax season?+
Yes — J&R Tax & Wealth Solutions is now welcoming new individual and business clients for the 2027 tax season. Join the VIP 90 above for early access, or use the appointment request to reserve your spot.
Do you offer virtual appointments?+
Yes. You can meet virtually from anywhere in North Dakota, or in person. Many clients start virtually and switch — just tell us what works best for you.
What areas do you serve?+
All of North Dakota — including Fargo, Bismarck, Grand Forks, Minot, West Fargo, Williston, Dickinson, and communities across the state. Virtual appointments make distance a non-issue.
I'm self-employed / I started a business. Can you help?+
Yes — business and self-employed returns are a core part of what we prepare, including Schedule C filers and LLCs. Check the Business tab on the checklist to see what to gather.
What should I bring to my first appointment?+
See the “What to Bring” checklist above — photo ID, Social Security cards, income forms (W-2s, 1099s), and last year's return if you have it are the big ones.
How do I reach you?+
Our website is jrtaxandwealth.com, and you can email us at jermeka@jrtaxandwealth.com. You can also join the VIP 90 above — it's how we'll reach out for the 2027 season.
What is The VIP 90?+
Our free early-registration campaign for the 2027 tax season (Oct 24, 2026 – Jan 22, 2027). The first 90 VIP members get priority scheduling invitations, early booking reminders, tax tips, and a free document checklist. VIP membership does not guarantee an appointment or any particular refund.
Can I enter the giveaway without joining VIP?+
Yes. The giveaway and VIP membership are free, separate choices on the registration form — pick either, both, or add marketing emails too. No purchase, VIP signup, marketing subscription, or appointment is required to enter. One entry per person, maximum one prize per winner, open to eligible U.S. residents 18+, void where prohibited.
How do I register for the VIP 90 or the giveaway?+
Use any “Claim My VIP Spot” or “Enter the Giveaway” button on this page — they open the official VIP 90 registration form, where your signup is recorded. Please register only once; one entry per person.
What is the Client Intake Form and do I need to fill it out?+
The Client Intake Form is for new clients getting started with J&R. Complete it once before your first appointment so we have your contact information and understand what tax help you need. You can open it from the Client Intake section on this page — it opens on Jotform in a new tab.
When are the gift card drawings?+
November 7 & 21 and December 5 & 19, 2026 ($25 each), then January 9 & 22, 2027 ($50 each) — six drawings, six different winners, $200 total. See the countdown and Official Rules (draft) above.