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!
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.
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?
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Tax preparation may be the perfect time to give the household budget a check-up.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Currency has been around for a long time. Here’s a quick history lesson.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Imagine your ideal post-pandemic retirement with this animated video.
Check out this video to begin separating fact from fiction.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn about the importance of having an estate strategy in this helpful and informative video.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Want to do more with your wealth? You might want to consider creating a charitable foundation.