Get to Know Jake Jacobs
Ask Jake Jacobs about his clients and he'll tell you about the people behind the businesses. Because to Jake, a business is the collection of skills, experiences, dreams, and expectations of the business' owners. His job is to help focus his clients' aspirations into solid business and tax strategies that support and enhance performance goals. Most of Jake's clients own closely held businesses, and range from start-up ventures to mature firms with $20 million in sales. Their needs span tax planning and computer systems, analysis of cash flows, employee benefits and retirement programs, and capital equipment funding. Jake regularly takes advantage of MJ's extensive network, connecting clients with a variety of experts representing the legal, insurance, employee benefits, marketing, bookkeeping, payroll, banking, and software consulting industries. Whether his clients have firmly established businesses or are operating on start-up capital, Jake partners with them to set goals and measure progress toward achieving them
Focus
on small businesses and start-ups Oregon CPA
with 35 years in public accounting:
• 35 years with MJ; 30 as a partner
• 2 years on audit staff of KPMG Peat
Marwick
• 2 years Peace Corps, Western Samoa
Treasury Department
Professional
and community services:
• American Institute of Certified Public
Accountants
• Oregon Society of Certified Public
Accountants
• City Club
• Various committees and positions, Westminster
Presbyterian Church
• Volunteer, Habitat for Humanity, International
BS in Business
Administration, University of Nebraska
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