Broker Check
Perception vs. Reality The Other Sure Thing Women and Retirement

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

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Social Media: #Newest Business Liability Risk

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

Retirement Plan Distributions

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What to Do When You Lose Your Wallet

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow