Jacobsen & Company, Inc.
An Accountancy Corporation
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Trust and Estate Services
Over the last few years we have developed an emphasis in the area of estate and trust taxation. We work closely with your attorney in various matters related to the administration of living trusts and probates as well as assist you in planning your estate. Please give us a call to discuss your estate needs even if you don't believe you'll owe estate tax. Estate planning is much more than just the tax matters!

 

(Scroll Down By Service Title For Details)

  • Eldercare Services
  • Absentee Controller Services
  • Other Services
  • Accounting Services
  • Retirement Services
  • Bookkeeping/Write-up
  • Financial Statements
  • Tax Services
  • Tax Planning and Preparation
  • IRS Representation
  • Payroll Services
  • Estate and Trust Tax Preparation
  • Consulting Services
  • Business Succession Planning
  • Estate Planning
  • Financial Planning
  • Retirement Planning


    Eldercare Services
    What are eldercare services? As the demographic mix of our nation continues to be reshaped, older people and their caregivers need trusted professionals. Some services offered in this area include conducting routine, ongoing financial services, evaluating housing and care alternatives, planning for declining competency, supervising accounting for the estate and an endless number of other financial matters that may be important to the elder person or the younger generation now becoming responsible for dealing with the care of an elderly family member.

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    Absentee Controller Services
    We have found over the years that many clients have their own internal accounting staff effectively handling their day to day operations but that they may need additional guidance or assistance on various accounting and tax matters. By utilizing our absentee controller services it gives the client the benefit of having a CPA "on hand" when needed rather than as a full time employee. Many of our clients find this to be a very cost effective tool in handling their overall in-house accounting needs.

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    Other Services
    Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

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    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & internal financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements (referred out to a CPA that has an emphasis in financial statement preparation)

    *Litigation support

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    Reviews & Compilations
    We place an emphasis in our practice in the area of tax law. This is a highly complex area and we made the choice to focus our efforts on interpreting and applying the tax laws in our service to you. Other accountants have chosen to focus their efforts on the areas of GAAP and financial statement preparation. If our clients need audit, review or compilation services for financial statements we refer them to a CPA firm that emphasizes financial statement preparation in their firm.

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    Bookkeeping/Write-Up
    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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    Financial Statements
    See above notes under "Reviews and Compilations". The financial statements produced can be a useful tool for management for making financial decisions.

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    Tax Services
    We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    IRS Representation
    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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    Payroll Services
    As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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    Estate & Trust Tax Preparation
    Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Financial & retirement decisions *Estate, trust & gift planning

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    Business Succession Planning
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company?) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Estate Planning
    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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    Financial Planning
    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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    Retirement Planning
    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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