tax preparation

TAX PREPARATION & PLANNING

Top Rated Tax Services for Businesses and Individuals




From amended tax returns, tax planning based on the new tax law, multi-generational and family tax structuring, to real estate cost segregation and R&D tax credit opportunities, you can trust Glass Jacobson to handle your tax needs with expertise, foresights and precision.  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. We make it a point to stay up-to-date of any tax law changes to ensure you take full advantage of credits and deductions.

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.

Our Tax Preparation & Planning Services Include:

Tax Preparation & Accounting Client Reviews*



Susan Schehr
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
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
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
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
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
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.

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