Broker Check
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

CPA with offices in Boise and Bellevue, Idaho

J. Neel and Company is a growing Idaho based 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) seeks to offer the highest level of professional financial services, while still maintaining that small town attention to detail and personalized customer service. The firm’s philosophy is to deliver quality financial service at a great value and to execute this model through a team environment.

J. Neel and Company provide a wide range of financial 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 financial and business consulting services are customized to address your specific needs and budget.

Our tax planning 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 Services include: 

1. 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.

  • 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: Seek to ensure a smooth transition between you and future owners through succession planning.
  • Quickbooks Training: Quickbooks can be a valuable tool for small businesses – learn to use your software.

2. Financial Compilation and Review Services

We also offer Financial Compilation and Review Services

Our commitment to quality financial 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

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Buying a Home

A look at what you need to think about when buying a home.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

View all articles arrow

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Rule of 72

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.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

RE: Retirement

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow