Business Details
Trusted CPA Services in Miami, FL
Jeffrey R Jacobs, CPA, is a dedicated financial professional committed to providing personalized accounting, tax, and financial planning services. With expertise as a Certified Public Accountant, Personal Financial Specialist, and Registered Investment Advisor, the business focuses on turning clients' financial opportunities into realities. The practice emphasizes proactive, client-centric solutions for individuals and small businesses, addressing complex financial decisions through tailored strategies. Backed by memberships in the American Institute of CPAs and Florida Institute of CPAs, the firm adheres to rigorous professional standards.Clients benefit from decades of experience, exceeding continuing education requirements to maintain cutting-edge knowledge. Services include investment advisory, business consulting, eldercare coordination, accounting, and tax planning, delivered with a commitment to integrity and personalized attention. The firm serves clients across Florida, the U.S., and internationally, prioritizing long-term relationships over transactional interactions. By combining technical expertise with a focus on life's broader financial goals, the business aims to alleviate clients' financial stress and foster lasting trust.
Services
Tax Preparation
Investment Advisory
Business Consulting
Eldercare Services
Accounting
Highlights and features
- We provide personalized financial planning with CPA expertise and investment advisory services
- Our team exceeds continuing education requirements to maintain cutting-edge financial knowledge
- We offer free initial consultations to address your specific financial needs
- We maintain membership in top professional organizations ensuring ethical standards
- Our secure 24/7 file transfer system protects your confidential financial documents
Associations and certifications
- State of Florida Board of Accountancy
- American Institute of CPAs
- Florida Institute of CPAs
Services
Tax Services
Comprehensive tax preparation and planning for individuals and businesses, including estate, gift, and trust tax returns. Our services cover IRS representation, payroll tax calculations, and multi-state tax compliance. We focus on minimizing tax liabilities while ensuring adherence to evolving regulations through personalized strategies.
Investment Advisory
Customized investment strategies for financial goal setting, retirement planning, and portfolio management. We provide risk assessment, education finance planning, and cash flow analysis. Our services include ongoing portfolio monitoring and wealth planning tailored to individual circumstances and long-term objectives.
Accounting Services
Complete accounting solutions including bookkeeping, financial statement preparation, and general ledger management. We offer system setup, budgeting analysis, and cash flow management for businesses. Our services ensure accurate financial reporting and support informed business decision-making through organized financial data.
Business Consulting
Expert guidance on business succession planning, entity selection, and merger/acquisition strategies. We provide pension plan structuring and debt management solutions. Our consulting focuses on optimizing business operations and financial health through personalized strategic planning and implementation support.
PrimePlus Services
Specialized financial management for eldercare needs, including bill payment coordination and asset monitoring. We organize records and facilitate communication between family members, caregivers, and financial institutions. Our services ensure proper financial oversight while maintaining client independence and security.
People
Jeffrey R Jacobs
Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor
Experienced financial professional with CPA, PFS, and RIA credentials. Provides personalized accounting, tax, and investment advisory services while exceeding Florida's continuing education requirements. Focuses on proactive financial planning and client education to build long-term financial security.
Questions
What accounting services do you offer?
We provide complete accounting solutions including bookkeeping, financial statement preparation, budgeting analysis, and cash flow management for businesses of all sizes.
How are you different from other CPAs?
As both a CPA and Personal Financial Specialist, we combine technical accounting expertise with personalized investment advisory services tailored to each client's unique circumstances.
Do you offer tax planning for individuals?
Yes, we provide comprehensive tax planning and preparation services for individuals, including retirement planning, estate tax strategies, and multi-state tax compliance.
How can I securely send documents?
Our encrypted online file transfer system allows 24/7 secure document sharing with automatic encryption for all financial records and tax documents.
What eldercare financial services are available?
We offer PrimePlus services including bill payment coordination, asset monitoring, and record organization specifically designed for senior clients' financial needs.
Do you work with out-of-state clients?
Yes, we serve clients across Florida, other U.S. states, and internationally through our virtual services while maintaining compliance with all applicable regulations.
Reviews (1)
Esurranty
Jun 22, 2018
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Extremely professional demeanor and very straight forward. We contacted Mr. Jacobs for some tax advice and although he could have taken our money he explained that he was not the right fit for what we needed and gave a wonderful referral.
