Our Services >
Jacobs & Company offers a wide range of services to our individual and business clients. Because we focus on service rather than our firm's size, our clients benefit from personalized, quality service that is beyond comparison.
As the following list of services is by no means all-inclusive, please feel free to inquire about a service if you do not see it below. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
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.
View the Estate Planning Guide.