Owning a small company raises big questions – be it a venture-backed startup or a third-generation family business. How much capital do I need to fund projected growth? What are the pros and cons of adding health coverage? When should I start succession planning? Tough questions all made easier when you have an advisor who invests time, insight and a bit of sweat equity in helping you answer them. Every service we deliver comes with just that kind of advisor.

• Preparation of annual income tax returns
• Payroll services
• Bookkeeping services
• Development of a long-term business plan and Key Performance Indicators
• The JCCS “10-point financial health” annual analysis and review
• Preparing financial statements
• Designing benefits to maximize cash management and tax planning
• Valuations, due diligence, planning for and executing transactions

Yes, people do financial planning with phone apps. They do their taxes online. That doesn’t mean they should. Personal finance can be complex and what seems a small decision can have significant impact on your quality of life, retirement and estate. At JCCS, we believe that getting taxes right, choosing appropriate investment vehicles, setting insurance levels, understanding implications of actions like selling land, and so on, are vital to your future. We deliver our services with that in mind.

• Preparation of annual income tax returns
• Year-end tax planning session
• Wealth management
• Real estate tax
• Insurance and investment planning