JEFFREY R. JACOBS, CPA
A Certified Public Accountant
A Personal Financial Specialist
A Registered Investment Advisor
An individual who is all that and provides highly personal services to his “Business Friends”. Let me introduce you to:
Jeffrey R. Jacobs, CPA
12944 SW 133 Court • Miami, FL 33186-5806 • Phone: 305-255-0011 • Fax: 305-255-0811 • Email: jeff@jrjacobs.com
Jeff believes that individuals should not have to ask for advice or wait until a situation is a “Big Problem” in order to obtain assistance.
Life is too short. Enjoy every day to its fullest.
Jeff’s work ethic is that he does not have clients.
Rather, he has “Business Friends” that receive highly personalized touch.
If you are not getting this kind of treatment now, then ask yourself why not.
Experience what Jeff’s Business Friends have:
All it takes is a call (305-255-0011) to get started.
Make the call today, you will glad you did.
Jeff’s "Business Friends" includes individual and small businesses located in Florida and other parts of the United States and the world. This is proof that Jeff's personal attention to his "Business Friends’" opportunities is just not words ... it is a reality.
Jeff takes the worry out of life’s financial and tax concerns. Jeff can assist you in:
Personal Financial Planning
Investment Strategies
Retirement Planning
Business Consulting
In addition to the above, please look at the services described under the tab “What Jeff Can Do For You?” or better yet ...
Call Jeff at 305-255-0011 to discuss your own needs and desire.
What is a Certified Public Accountant (CPA)?
All CPAs are accountants but not all accountants are CPAs.
In order to become a CPA in Florida, the State of Florida requires an individual to meet educational, experience and ethical requirements and pass the national CPA examination. The Florida Board of Accountancy oversees the licensing of Jeffrey R. Jacobs and the other Florida licensed CPAs. In order to maintain a Florida CPA license, Jeff has to have at least 82 hours of continuing professional education every two years. The actual number of hours that Jeff has far exceeds this requirement. Jeff believes that his knowledge is one of the factors that set him apart from others.
Jeffrey R. Jacobs, CPA is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Since Jeff is a member of the AICPA, he has their permission to use the above CPA logo.
Jeffrey R. Jacobs is a:
Certified Public Accountant
Personal Financial Specialist
Registered Investment Advisor
An individual who cares about his "Business Friends".
What is a Personal Financial Specialist (PFS)?
All financial planners are not created equal. You need a trusted advisor to help sort through complex financial decisions and develop sound strategies for a secure financial future. The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have demonstrated considerable experience and expertise in that area. Jeff is a CPA/PFS.
You deserve the best advice when planning your financial future. A CPA financial planner must be able to assess your current financial situation, help you determine your financial goals, and help you develop and monitor a plan to attain them. You need someone you can rely on to provide trusted, objective, and competent advice—someone who has built a reputation on those very qualities. That someone is Jeffrey R. Jacobs.
As a CPA/PFS, Jeff combines trusted advice with today’s cutting edge financial strategies to help you assess your current financial situation, define your financial needs and goals, and develop and monitor a plan to meet your goals.
Jeffrey R. Jacobs is a:
Certified Public Accountant
Personal Financial Specialist
Registered Investment Advisor
An individual who cares about his "Business Friends".
What is a Registered Investment Advisor?
A registered investment advisor is committed to assisting individuals and businesses with their investments by providing investment advice for a fee. After passing a national investment security licensing exam, Jeffrey R. Jacobs registered with the State of
Jeff believes that the financial stability and independence of his “business friends’” is very important. Jeff’s commitment to the high values of objectivity, confidentiality and professional ethics make him the individual that people trust when it comes to fair objective advice on money matters.
Jeffrey R. Jacobs is a:
Certified Public Accountant
Personal Financial Specialist
Registered Investment Advisor
An individual who cares about his "Business Friends".