What Jeff Can Do For You?
The following are a few of the
services that Jeffrey R. Jacobs, CPA has provided to his
"Business Friends". The best action that
you can take is to contact Jeff and discuss your own
personal or business situation so that he can explain the
services that will best suit your
needs.
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Defining and
establishing your financial goals and objectives
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Education finance
planning
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Explaining your
investments
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Formulating a wealth
plan
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Managing your
investments
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Monitoring portfolio
performance
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Personal cash flow and budget
analysis
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Retirement planning
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Risk management
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For additional information on
Investment Advisor Services (click here)
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Business
succession planning
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Debt and financial
services
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Merger and acquisition
consulting
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Pension and profit sharing
plans
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Purchasing and selling a
business
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Type of business entity
selection
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Bill
paying
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Coordination with family,
care givers, attorney, bankers and other
professionals
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Monitoring of assets and
investment performance
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Organizing records
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Accounting system set-up
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Bookkeeping and bank
reconciliation
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Budgeting and planning
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Cash flow and budgeting
analysis
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Financial statements
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General ledger
preparation
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Business tax preparation and planning
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Estate, gift and trust tax
return preparation and planning
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Individual tax preparation
and planning
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IRS, state and local
representation
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Non-Florida state individual
and business income tax return preparation
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Payroll calculation and tax
return preparation
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State sales tax
returns
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