Broker Check
Coaches Events on Wall Street The Facts About Income Tax Social Security: By the Numbers

CPA with offices in Boise and Bellevue, Idaho

J. Neel and company is a growing Idaho based accounting and financial services firm. Now with offices in Bellevue and in Boise, we are even better situated to serve our clients in HaileyKetchum, Sun Valleythe Treasure Valley, and throughout southern Idaho.

Principal Jeff Neel (CPA, CMA) prides himself on offering the highest level of professional accounting and financial services, while still maintaining that small town attention to detail and personalized customer service. The firm’s philosophy is to deliver quality CPA service at a great value and to execute this model through a team environment.

J. Neel and company provide a wide range of CPA tax planning, and consulting services for businesses and individuals in the Wood River Valley and Boise area. From start-up companies to well established companies looking for a change, our Boise CPA and business consulting services are customized to address your specific needs and budget.

Our tax planning and preparation, and business consulting services can ensure that you and your business are on a long term path for growth and success. There have been many changes in the tax laws this year that make planning more important than ever. Ordinary income tax rates, capital gain rates, dividend taxation, estate tax, and Medicare taxes are some of the planning considerations which may affect your situation.

Our Bellevue and Boise CPA Services include:

1. CPA Tax Services:

Keeping up to the changes in the state and federal tax laws and the technology surrounding them makes efficient tax planning and preparation for individuals or businesses more challenging every year. At J. Neel and company we will apply our expertise and experience in guiding you through the tax planning and preparation strategies that are the best fit to your unique circumstances.

  • CPA Tax Planning
  • CPA Tax Preparation
  • Audit Representation

2. Business Consulting:

What is the best way to set up your business? How do you grow to the next level? Are you ready to hire employees? These are some of the questions that the experts at J. Neel and company and help you address.

  • Entity Selection: Property entity selection can be one of the most important decisions you make for the long-term growth and survival of your business.
  • Business Plan: Whether you need a business plan to start your business, grow your business, or for a 3rd party, we can help.
  • Succession Planning: Insure a smooth transition between you and future owners through succession planning.
  • Business Valuation: Whether selling or buying, we can help you determine the value of your business.
  • Quickbooks Training: Quickbooks can be a valuable tool for small businesses – learn to get the most out of your software.

3. Financial Statement Analysis:

Financial statements are the records of the financial activities of individuals, businesses, and non-profit groups. They are an important tool for monitoring, analyzing, and modifying the operations of a small business.

Although Professional standards dictate what is required and how the statements should be prepared, they generally include a:

We also over Financial Compilation and Review Services

Our commitment to quality CPA service has helped us build long-term relationships with our clients. We trust you will find the information on our website useful and we look forward to setting up an appointment to learn about your situation. As always, our initial consultation is free of charge. Set up a free consultation in Boise or Bellevue today!

 


Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

How Income Taxes Work

A quick look at how federal income taxes work.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow