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 Hailey, Ketchum, Sun Valley, the 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:
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
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:
- Balance Sheet: reports on assets, Liabilities, and ownership equity.
- Profit & Loss Statement (Income Statement): reports income, expenses, and profit or loss.
- Statement of Changes in Equity: reports changes in equity throughout the statement period.
- Cash Flow Statement: reports on the flow of cash in and out of the organization.
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!
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How to help determine life insurance needs to provide for your family after you pass away.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Simple steps may help you foil hackers and protect your privacy.
Life insurance proceeds are generally tax-free. But not in all cases.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Do you know where the idea of “retirement” comes from?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.