Who we serve
Each client must address an increasingly complex tax and auditing reality, with changes steadily occurring at the federal, state and local levels. Our role is to stay on top of these changes so you don’t have to.
From the arts to social services organizations, we can provide financial statement write ups, audits or other assurance services, and filings of IRS form 990s. Our deep expertise and commitment to excellence allows McDonald Jacobs to deliver the individual attention to help make nonprofits successful.
From attorneys, restauranteurs, creative firms, medical professionals, emerging businesses, individuals and more, our clients face unique tax challenges and financial opportunities. Whatever your needs, we happily serve as your trusted advisor.
Working with trusts and estates can involve a number of complexities, not to mention a great deal of emotions. We help you clearly define your estate planning goals, organize and create your estate planning team, assist in fiduciary administration and more. We’re ready to guide you through the process with competence, empathy and understanding.