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Prepare for the road ahead

Accounting & Tax Services


As a Certified Public Accounting and consulting firm with over thirty years of productive relationships with clients, Jotkoff Financial Group can assist you in meeting your accounting and tax needs without expanding your internal workforce. 

We can help organize your business information to provide you with meaningful data you can use to make effective management decisions. In today's rapidly changing business world, you need information quickly so you can make timely adjustments to factors that affect your profitability. 

We understand the importance of building a long-term relationship with you (just ask some of our clients who have been with us for ten to twenty years). This commitment allows us to invest the necessary time to become knowledgeable about your business and your industry.

Our broad experience in serving businesses of all kinds, coupled with our knowledge of your company and your marketplace, provide us with a unique perspective and a singular ability to deliver solutions that work. We can help you make significant business decisions and manage risk. We accomplish this by offering the right balance of CPA and business consulting services. Our clients have discovered in Jotkoff Financial Group a partner eager to help them sharpen their ability to compete - and win - in today's tough marketplace. 

At Jotkoff Financial Group, it isn't all about numbers, it's about relationships. When you have a business relationship with us, you work with people who care about you and your success.

Accounting Services

Through our accounting services, we help our clients achieve business objectives, strengthen management, and improve profitability. A key issue for growing companies is maintaining and enhancing management effectiveness and profitability. 

Accounting services for businesses

  • Accounting software selection and implementation
  • General ledger and financial statements
  • Payroll services
  • New business start-up
  • Financial statement analysis and accounting advice
  • Accounts payable and accounts receivable
  • Budgets and other reports
  • Cash flow statements
  • Depreciation and amortization schedules
  • Job cost schedules
  • Ratio analysis

Tax Related Services

Jotkoff Financial Group’s offers integrated tax consultation and advice. Whether you need to structure a family property transfer, reorganize your business, or defer tax on the sale of an asset, we can help you avoid potential tax traps and at the same time proactively reduce your taxes.   

You will get the experience of knowledgeable financial professionals who will support your tax planning needs. We can offer you alternatives and advocate your interests before the government. 

Our tax planning services involve more than just determining how much tax you owe based on last year's income. More importantly, we look at past and future life events and question how they will impact your tax situation. Taking this forward-thinking approach, we anticipate transactions and plan accordingly.

It is our goal to coordinate all of your tax issues, including personal, business, fiduciary, estate, gift and generation-skipping taxes to avoid as much tax as possible. 

We also understand how to incorporate tax-exempt entities, such as charities and foundations, to not only avoid tax, but reapportion tax dollars to achieve philanthropic goals. Many times, the cost of redirecting dollars from the government to charities can be minimal.

Tax services 

  • Tax consulting and services
  • Tax return preparation
  • Trust tax services
  • State and local tax (SALT) consulting
  • Employee Benefits
  • Financial Counseling Services
  • Information Reporting
  • Mergers and Acquisitions
  • Multi-state Taxation
  • Tax Controversy Services
  • Tax Management Support Services

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck