Broker Check
Perception vs. Reality The Other Sure Thing Making Your Tax Bracket Work

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

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

How to Support Local Businesses During a Pandemic

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

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.

Impact of Taxes and Inflation

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

Federal Income Tax

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Principles of Preserving Wealth

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

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.

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Rightsizing for Retirement

What does your home really cost?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

View all videos arrow