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 Hailey, Ketchum, Sun Valley, the 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

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

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

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

How to Retire Early

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.

 

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

View all articles arrow

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Long Will Your Money Last?

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

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

View all calculators arrow

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos arrow