Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Jacobs Nones CPAs and Advisors has been a trusted partner for individuals and businesses in Florida since 1950. Our team of certified public accountants combines decades of experience with personalized service, prioritizing timely responses and tailored financial solutions for small and mid-sized businesses. We specialize in building long-term relationships by deeply understanding client needs and navigating complex regulatory environments. Our expertise spans tax preparation, financial strategy, compliance, and advisory services, ensuring clients stay informed with modern efficiencies while maintaining a human touch.We believe our success is intrinsically tied to our clients' success, reflected in testimonials praising our professionalism, knowledge, and dedication to quality. With a legacy of over 70 years, we remain committed to excellence through staff development, client education, and adaptive strategies for evolving financial landscapes. Our approach emphasizes transparency, proactive planning, and actionable insights to help clients minimize liabilities, maximize savings, and focus on core business growth.
Services
Tax Preparation
Financial Projections
Payroll Management
Wealth Management
Estate Planning
Business Advisory
Real Estate Tax Strategies
Compliance Monitoring
Investment Portfolio Design
Retirement Planning
Details
- Year established: 1950
Highlights and features
- We provide personalized tax strategies aligned with your business goals.
- Our team has over 70 years of combined experience in accounting and advisory services.
- We prioritize proactive tax planning to minimize liabilities year-round.
- Our services include real-time financial reporting and compliance monitoring.
- We maintain long-term relationships through transparent communication and tailored solutions.
What people say
True business advisor
Top quality CPA
Quick responses
Proactive tax planning
Long-term relationships
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing while identifying deductions and credits to minimize liabilities. We specialize in small to mid-sized businesses, providing stress-free compliance solutions tailored to evolving regulations. Clients benefit from proactive planning to optimize financial outcomes year-round.
Financial Projections
We create data-driven financial projections to help businesses manage plans and spending. By combining industry expertise with client-specific insights, we deliver actionable forecasts that support strategic decision-making and long-term growth planning for evolving market conditions.
Wealth Management
Our wealth management services focus on building, growing, and protecting financial legacies through diversified investment portfolios and retirement strategies. We offer customized plans for sustainable wealth creation, including asset protection and estate planning to ensure long-term security for future generations.
Business Advisory
We provide strategic advisory services for business formation, financial planning, and compliance monitoring. Our team helps clients optimize cash flow, manage risks, and implement tax-efficient structures to support sustainable growth and regulatory compliance in dynamic markets.
Real Estate Tax Strategies
Our real estate tax services include investment advisory and portfolio diversification strategies to maximize returns. We help clients reduce liabilities through tax-efficient structuring while aligning real estate investments with broader financial objectives for long-term stability.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll management, and tax compliance services tailored to small businesses, ensuring accurate records and regulatory adherence.
How can you help reduce my tax liabilities?
We implement proactive tax planning strategies, including deduction optimization and year-round advisory services, to minimize liabilities while maximizing cash flow for your business.
Do you serve clients outside of Miami?
Yes, while based in Miami, we serve clients throughout Florida and beyond, offering remote consultations and customized financial solutions for businesses nationwide.
What sets your firm apart from other accountants?
Our 70+ year legacy, personalized service approach, and focus on long-term client relationships ensure tailored strategies that align with your unique business goals and industry needs.
Can you assist with estate and retirement planning?
Yes, our wealth management services include estate planning, legacy building, and retirement strategies designed to protect assets and ensure financial security for future generations.
