TAX PREPARATION & PLANNING

Top Rated Tax Services for Businesses and Individuals

This year there are drastic changes in the way federal income taxes are calculated – thanks to the Tax Cuts and Jobs Act (TCJA).

As experts in the new tax law, we specialize in leveraging the law to lower taxes for business owners and individuals.

Our experienced tax team collaborates with you to design a beneficial tax strategy that minimizes current and future liabilities, while maximizing your financial security and well-being. Our tax preparation services provide flexibility in your structure to accommodate changes in your goals.

We are sensitive to the relationships between closely held businesses and their owners, and can help clients pinpoint and navigate conflicts of interest.

Our relationship does not end with a filed tax return. Instead, we serve as your year-round advisor to help you understand the tax implications of every financial move.

Even better-leverage our expertise to coordinate all aspects of your financial life together to reach your goals.

Our Tax Preparation & Planning Services Include:

Federal and state income tax preparation (all 50 states)
Business tax prep and planning
Individual tax prep and planning
Rental Properties
Real Estate Sales
Personal property tax evaluations
Divorce taxation
Foreign Tax Issues
R&D tax credit opportunities
Foreign Tax Credits
Business entity selection
Tax-free exchanges
Real estate cost segregation engineering

Tax Preparation & Accounting Client Reviews*

Susan Schehr

03:53 27 Jul 18

I have been a business and personal client of Glass Jacobson for over 25 years. It has grown significantly in that time, yet continues to provide personalized care. The office staff is always friendly and professional, tending to my needs in a timely manner. During business hours, there is always a real person answering the phone, Ed Jacobson has been my "go to" guy for all my major business decisions. He works hard to understand my goals and develops a concise plan of action. Ed is very intuitive and can see situations from many perspectives. This approach allows me to make sound decisions.For these reasons, I would highly recommend Glass Jacobson.read more

Barry Fried

16:07 23 Jul 18

I have used Ed Jacobson and his team as my business and personal accountant for many years. I am extremely satisfied with their work, timeliness, and attention to detail. I would highly recommend him to anyone who is looking to make a change.read more

Ben Griffin

15:57 20 Jul 18

The Glass Jacobson Team has handled accounting and tax matters for CEOIQ since I started the business over 18 years ago...Their attention to detail and customer orientation is what has kept me as a client for nearly two decades now. Working with Ed Jacobson and Cheryl McCann, who handles all the details of our work has been a consistent professional experience and a delightful personal relationship as well.read more

Robin Wexler

14:43 20 Jul 18

Glass Jacobson is a tremendous accounting firm. They have gone well beyond tax return preparation and have assisted me invaluably with financial planning. Ed Jacobson has personally provided me with terrific guidance and service and I would not even consider for a minute changing accounting firms. Highly recommended.read more

onahlea shimunek

13:05 23 Jun 18

The team at Glass Jacobson worked with me for over ten years on my tax preparation and submission. I am the treasurer of my neighborhood association, and they have provided assistance to me on preparing the appropriate tax documents for a non-profit. Thanks Ed and team!read more

Donald Rock

17:59 22 Jun 18

I have been a very satisfied client using both their business and personal expertise for many years. They are a top-notch firm and stay on top of the multitude of changes going on.read more

*Reviews are not allowed for Financial Services for compliance reasons.

WOULD YOU LIKE A QUOTE FOR OUR TAX PREPARATION SERVICES?

Send us a message below and one of our tax experts will follow up with you!

Recent Blog Posts

Investing in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains Taxes

March 16, 2019

In 2017, Congress established the Qualified Opportunity Zone (QOZ) program as part of the Tax Cuts and Jobs Act. The purpose of the new program ...

New Tax Laws Are Impacting Homebuyers as They File Their Tax Returns

March 9, 2019

Are you a recent homebuyer preparing your 2018 taxes? You’ll definitely want to know about some important tax law changes that have come into effect ...

Retirement Plans Have New Contribution Limits for 2019

February 28, 2019

The IRS has announced new contribution limits for retirement accounts, effective this year. Before you make any 2019 contributions to an IRA, 401(k), or another tax-advantaged ...