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.       


Investment Advisor Services


  • Defining and establishing your financial goals and objectives
  • Education finance planning
  • Explaining your investments
  • Formulating a wealth plan
  • Managing your investments
  • Monitoring portfolio performance
  • Personal cash flow and budget analysis
  • Retirement planning
  • Risk management
  • For additional information on Investment Advisor Services (click here)



Consulting Services

  • Business succession planning
  • Debt and financial services
  • Merger and acquisition consulting
  • Pension and profit sharing plans
  • Purchasing and selling a business
  • Type of business entity selection



PrimePlus / Eldercare Services

  • Bill paying
  • Coordination with family, care givers, attorney, bankers and other professionals
  • Monitoring of assets and investment performance
  • Organizing records




Accounting Services

  • Accounting system set-up
  • Bookkeeping and bank reconciliation 
  • Budgeting and planning
  • Cash flow and budgeting analysis
  • Financial statements
  • General ledger preparation




Tax Services

  • Business tax preparation and planning
  • Estate, gift and trust tax return preparation and planning
  • Individual tax preparation and planning
  • IRS, state and local representation
  • Non-Florida state individual and business income tax return preparation
  • Payroll calculation and tax return preparation
  • State sales tax returns