Business Details
Your Trusted Partner for Accounting & Tax Solutions
Jarvis Donald CPA has been delivering personalized accounting and consulting services to individuals, small businesses, and healthcare providers for over 35 years. Our mission centers on maintaining financial viability for clients today while proactively addressing future goals through open communication, thorough research, and sound analysis. With a commitment to excellence, we specialize in tax management, financial statements, operational due diligence, and cost reporting tailored to the unique needs of the healthcare industry. Our team, led by Donald A. Jarvis, CPA, brings over 40 years of expertise in home health care accounting and reimbursement consulting, having managed one of Illinois' largest home health agencies.We provide strategic guidance in cost report preparation, business valuations, budget planning, and provider representation, ensuring clients navigate complex financial landscapes with confidence. Our services extend to IRS audit representation, tax relief, and financial planning, integrating tax strategies with retirement and estate planning to preserve wealth. By combining deep industry knowledge with personalized service, we empower clients to make informed decisions and achieve long-term financial stability. Our dedication to high standards of professionalism and client-centric solutions has solidified our reputation as a trusted partner in financial and accounting matters.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
IRS Audit Representation
Tax Preparation
Business Valuation
Elder Care Wealth Management
Payroll Services
Cost Report Preparation
Highlights and features
- We have over 35 years of specialized experience in healthcare accounting.
- Our team offers personalized financial guidance tailored to individual needs.
- We provide expert IRS audit representation and tax relief solutions.
- We integrate tax strategies with retirement and estate planning.
- Our leadership includes a CPA with 40 years of home health care expertise.
Associations and certifications
- CPA (Certified Public Accountant)
Services
IRS Audit Representation
Our firm provides expert IRS audit representation to minimize liability and resolve tax disputes. We handle all correspondence, negotiate with auditors, and appeal decisions when necessary. With deep knowledge of tax law, we protect clients from additional penalties and ensure compliance while safeguarding their financial interests.
Estate Planning
We develop comprehensive estate plans to preserve wealth and ensure smooth asset distribution. Services include trust administration, gift tax strategies, and business succession planning. Our team collaborates with legal and financial professionals to create customized plans aligned with clients' family needs and long-term goals.
Small Business Accounting
We offer full-service accounting for small businesses, including financial statements, cash flow analysis, and strategic tax planning. Our services help business owners focus on growth while ensuring accurate reporting, budget forecasting, and compliance with regulatory requirements through tailored financial solutions.
Retirement Planning
Our retirement planning services evaluate current financial status and create budgets to meet long-term goals. We analyze Social Security benefits, retirement income distribution strategies, and investment risks to ensure clients achieve financial independence and maintain stability during retirement.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, maximizing deductions and credits while ensuring compliance. Our expertise in complex tax scenarios, including back taxes and payroll tax issues, helps clients navigate filings with accuracy and confidence.
People
Donald A. Jarvis
President
Donald A. Jarvis, CPA, has over 40 years of experience in home health care accounting and reimbursement consulting. He specializes in cost reports, business valuations, and provider representation, combining expertise from managing a leading Illinois home health agency with decades of consulting experience.
Questions
What accounting services do you offer for healthcare providers?
We specialize in healthcare accounting, including cost report preparation, due diligence, business valuations, and operational management tailored to home health and hospice providers.
How can you help with IRS audits?
Our team handles all audit correspondence, minimizes tax liability, and negotiates with auditors to reduce risks. We represent clients during IRS disputes and appeal unfavorable decisions.
Do you provide financial planning for individuals?
Yes, we offer retirement planning, estate planning, and wealth management services to help individuals achieve financial independence and secure their family's future.
What tax services do you offer for businesses?
We provide business tax preparation, strategic tax planning, payroll services, and IRS audit representation to ensure compliance and optimize financial outcomes.
Can you assist with business succession planning?
Yes, we develop succession plans for business owners, including trust administration and wealth transfer strategies to ensure smooth transitions and long-term stability.
