Tax Services
Ever-changing tax laws and regulations as well as constant shifts in the economy and technology create challenges for corporations and individuals.
Our experienced tax professionals assist in navigating this environment by helping to mitigate the tax burden while taking advantage of tax incentives and credits, and keeping our clients in compliance.
See All Tax Services
Corporate Tax Services
Corporations both large and small entrust Jacobsen’s corporate tax specialists to keep them in compliance while minimizing federal and state tax liabilities.
Our team works with executive leadership to understand the company needs and develop a comprehensive tax planning strategy while navigating regulatory requirements and technology advancements.
Individual Tax Services
We offer a range of individual tax services to help clients save time, money, and stress while complying with tax laws and regulations. Our team of experienced tax professionals can help you with:
- Tax preparation
- Tax consulting: Providing advice on tax matters, such as interpreting tax laws, identifying tax deductions and credits, and resolving tax disputes.
- Tax compliance: Ensuring that individuals are meeting their tax obligations, such as filing returns on time and paying taxes owed.
Our goal is to help individuals minimize their tax liability and mitigate any risk to protect their wealth.
Tax Planning
Jacobsen & Company, LLP believes that a sound wealth management strategy begins with strategic tax planning. From corporations looking to achieve long term growth objectives to individuals and families looking to create and protect wealth for generations our team will work hand-in-hand with you to develop a tax plan to account not only for the current environment but potential future changes that can affect your financial plan.
Tax planning services include:
- Estate planning
- Tax incentives and credits analysis
- Return on investment and depreciation analysis
- Cash flow strategies
- Charitable donations
- and more…