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At Kenneth Dale Jacobson, CPA, PLLC, we are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our team is comprised of experienced professionals who are committed to delivering high-quality services and solutions to individuals and businesses in Austin and surrounding areas.

Our Story

For years, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals.

Our Services

We provide a wide range of services to individuals and businesses in various industries, including:

  • Audit and Assurance Services: We conduct audits and assurance services to provide transparency and accuracy in financial reporting.
  • Tax Services: We guide our clients through a full range of tax planning and preparation decisions to minimize tax liabilities and maximize cash flow.
  • Accounting Services: We provide general ledger and financial statement preparation, bookkeeping, and accounting system setup and support.
  • Financial Planning and Analysis: We offer financial planning and analysis services to help individuals and businesses achieve their financial goals.
  • Estate and Trust Planning: We help individuals plan their estates and trusts to ensure a smooth transition of assets.
  • Litigation Support and Forensic Accounting: We provide expert testimony and forensic accounting services for litigation cases.
  • Payroll Services: We offer payroll processing and cash flow budgeting and forecasting services.
  • QuickBooks Accounting Help and Assistance: We provide expert help and assistance with QuickBooks accounting software.
  • Entity Selection and Restructuring: We help individuals and businesses select and structure the right entity for their financial needs.
  • Computer Consulting: We offer computer consulting services to help individuals and businesses optimize their technology infrastructure.

Our Team

Our team is comprised of experienced professionals who are dedicated to providing excellent service to our clients. We take pride in our work and strive to build long-term relationships with our clients.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. We are committed to delivering high-quality services and solutions to individuals and businesses in Austin and surrounding areas.

Reviews (4)
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Positive: Some clients have had positive experiences with Dale Jacobson's tax services, such as Heather Galloway.
Negative: Several clients have reported poor service, including errors, delays, and poor communication.

Disappointing Experiences with Dale Jacobson's Tax Services

Several reviewers have shared their negative experiences with Dale Jacobson's tax services. Allie Martinez regrets hiring him to handle her personal and business taxes, citing numerous errors and mistakes. Her 2020 tax return contained errors, leading to a significant amount of underpayment. The issues persisted, resulting in additional fees and frustrations for Allie.

Similarly, Combsaaron was unhappy with the slow service provided by Dale Jacobson's team. Despite paying upfront, Combsaaron felt that no work was being done, leading to feelings of frustration and impatience. The team eventually refunded the payment.

On the other hand, Heather Galloway had a positive experience with Dale Jacobson's services, praising the quick and clear communication she received. She highly recommends the service.

Conclusion

It appears that Dale Jacobson's tax services have failed to meet the expectations of some clients, resulting in frustration and disappointment. In contrast, one client had a positive experience with the service. It is essential to approach any tax-related service with caution and thoroughly research the provider to ensure you are in good hands.