Our Services

JAD offers numerous services designed to meet our client’s tax and accounting needs. We are committed to providing a comprehensive and personalized client experience.

Individual Compliance, Planning & Administration

Prepare and review federal, state, and local tax returns for individuals.
Gather all relevant tax and financial information for quarterly estimates, extensions, and tax returns.
Provide federal and state tax audit representation.
Monitor and make tax planning recommendations throughout the year.
Recommend structures for business liability and tax planning purposes (i.e., limited partnerships, limited liability companies, corporations).
Provide administrative services including coordinating the filing of tax payments and filing tax returns with respective jurisdictions.

Fiduciary, Gift, Entity and Private Foundations

Prepare and review federal and state fiduciary tax returns.
Prepare and review federal and state entity tax returns.
Prepare and review federal and state gift tax returns.
Provide guidance for funding annual gifts and opening custodian brokerage accounts.
Assist attorneys in executing estate plan documents and coordinate funding of estate planning entities.
Prepare and review federal and state foundation tax returns.
Administer private foundations including minimum distribution requirements and estimated tax payments.

Accounting and Family Office Services

Prepare brokerage account trading analysis and reconcile security positions to brokerage account statements.
Prepare bank account write-up of receipt and disbursement activity and reconcile to bank statements.
Household bill paying including monthly bank reconciliation and cash flow/expense reports.
Prepare personal financial statements.