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 over 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!
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Looking ahead can help you conquer these unique obstacles.
Understanding the value of a home warranty.
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.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn about the importance of having an estate strategy in this helpful and informative video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you have causes that you want to support with donations?