Client Services
Jacobson, P.C. offers a range of services to our individual, business, and fiduciary clients.

Please feel free to inquire about a service if you do not see it listed.


Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you will benefit from our experience and access to ongoing developments in the tax laws to minimize both your current and future tax liabilities.

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Consulting Services

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can assist you and your investment manager to allocate and locate assets in your portfolio taking into consideration the impact of taxes and after-tax returns.

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Retirement Planning

Thought, design and periodic review of your financial plan will ensure financial independence during working years and through your retirement.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries and surviving spouse and can reduce or eliminate the tax due on the transfer of your assets. We can assist you through the complex process of proper planning for this.

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Miscellaneous

Tax Preparation for Individuals, Businesses, Trusts and Estates

We use the leading software of our profession to prepare tax returns of all types and levels of complexity.

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Tax Projections

A year-end tax projection allows us to estimate your tax liability and to take action prior to 12/31 to decrease it.

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Tax Research

The nuances of transactions are numerous and the tax law to apply is often changing. There was a time when we had a major piece of tax legislation once per year or once every few years. Now we have several federal tax bills and changes at the state level each year. Researching proper and strategic tax treatment is essential to minimizing your tax and maximizing your benefit.

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Multi-Jurisdictional Tax

Many taxpayers have cross-border activities. We can help you assess the issues and minimize your tax related to this.

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Business Consulting & Advisory Services

Your business demands constant attention and support to succeed. We function as a member of your team of advisors, often at the core, to provide you with the guidance and structure required to make the right financial decisions.

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Business Mergers, Acquisitions & Liquidations

The life cycle of a business may include merging, dividing, selling and or liquidating. We can help you assess the tax and financial considerations to plan for these transactions.

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Incentive Stock Option Planning

ISOs and non-qualified options can represent a significant amount of your compensation and potential net worth. We can help you tax plan, for both the AMT and regular tax, and develop exercise strategies to maximize value and minimize tax.

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Acquisition of Financing

Our relationships with bankers and knowledge of the financing process can guide you in compiling the information necessary to secure financing.

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Executor Appointment

For clients in need of an independent professional in this role, we are able to serve.

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Trustee Appointment

For clients in need of an independent professional in this role, we are able to serve.

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