Businesses & Individuals

Our philosophy is simple: we get to know you and your personal financial goals as well the objectives of your business. We’re prepared to work with you on your current goals and your future vision. Are you ready?

LET'S GET STARTED

Nonprofits

From financial statements to compliance engagements and year-round consulting, McDonald Jacobs delivers individual attention to help make nonprofits successful. How can we help support your mission?

WE CAN HELP

Trusts & Estates

Working with trusts and estates can involve a number of complexities, not to mention a great deal of emotions. We’re ready to guide you through the process with competence, empathy and understanding.

HERE'S HOW WE WORK

“The estate planning team at McDonald Jacobs is experienced, knowledgeable, and expert at leading clients through complicated estate planning matters in a comprehensible fashion.  They are valuable members of any client’s estate planning team.”

Donna M. Muehleck, Duffy Kekel LLP

“Their knowledge is beyond repute, but it is the personal relationships I have formed, along with their outstanding customer service and professionalism, that sets McDonald Jacobs apart.”

Doug Shumaker, Individual Tax Client Coho.net

“We started with McDonald Jacobs because we needed a small business specialist. We’ve stayed because they are always professional, accurate, and take the time to help us all year, not just during tax season.”

Joseph Krisky, Massini Group

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