Nathaniel Jacobson CPAs
Nathaniel Jacobson CPAs

Nathaniel Jacobson CPAs

Offers remote services
Offers remote services
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Industry
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Introduction: Even if you are used to managing your own finances, you may be surprised at the benefits of working with an experienced accountant. If you are an individual, you will avoid the pressure of tax season and know that you are not paying more than you should. Nathaniel Jacobson can also help manage your finances so you will pay less in the future. If you are a small or medium-size business owner, you will gain the confidence of knowing that your finances are in the hands of professionals and gain the freedom to focus on more important matters. Our staff offers unmatched client support, and our prices are competitive and clearly defined. You won't pay for more than you really need.
Overview

Hired 79 times

Background checked

9 employees

9 years in business

Payment methods

This pro accepts payments via Check, Credit card, PayPal, and Square cash app.

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2017

Featured Projects

6 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Great 4.7

33 reviews

5
82%
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Read reviews that mention:


pro avatar
Serena M.
Jan 25, 2018
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Hired on Thumbtack

Hired on Thumbtack

Agreed to take on my taxes from last year that my current accountant was unable to complete. I have some alternative investments that not all accountants want to take on, so I am grateful to find this firm.
Individual Tax Preparation
pro avatar
John P.
Mar 17, 2014
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Hired on Thumbtack

Hired on Thumbtack

I highly recommend Nathaniel Jacobson CPAs. Their quality and cost efficient accounting services really highlighted the difference between clerical bookkeepers and professional CPAs. Their adept implementation of cloud-based Xero financials and prompt and friendly support really impressed us and their effortless handling of months of backlogged paperwork and tax analysis made a real difference at a critical juncture in our business. It was a pleasant surprise that a full service multi-office accounting firm could offer flat rate value pricing for key services without any degradation in expertise or personalized attention. An expedient bookkeeping hire has instead become a competitive advantage!
Accounting
pro avatar
Colleen F.
May 11, 2016
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Hired on Thumbtack

Hired on Thumbtack

Jeff and his team did a great job with our payroll as well as other accounting projects. I highly recommend their services!
Payroll Services
pro avatar
Imhotep N.
Apr 6, 2022
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Hired on Thumbtack

Hired on Thumbtack

Good working with Jeff. Very knowledgeable and helpful explaining the complex law around tax. Highly recommend especially if you are a business owner
Accounting
pro avatar
Ryan S.
Apr 10, 2022
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Hired on Thumbtack

Hired on Thumbtack

Easy to work with and great attention to detail. Would highly recommend
Accounting
Credentials
Background Check

Jeffrey Morris

FAQs

  • What education and/or training do you have that relates to your work?

    CPAs at the firm are required to conduct 60 hours of continuing education per year to stay up on the latest developments in the accounting and finance fields. Non-CPA associates are required to conduct at least 30 hours of continuing education per year, particularly in their accounting software specialties. Tax partners are required to take an additional 20 hours per year of tax continuing education. In addition to these requirements CPAs and associates at the firm are members of interest sections at the American Institute of Certified Public Accountants and the Institute of Management Accountants, each of which have additional CPE requirements. Public notaries at the firm also must conduct CPE required for their licenses and as members of the National Notary Association.

  • What advice would you give a customer looking to hire a provider in your area of work?

    Size of practice/number staff: The style of service is usually reflected by the size of the accounting practice. Larger practices provide a more institutional type of service and it can be difficult to get access to the partner in charge of your work, as compared to a smaller practice which tend to provide a more personal level of service and easier access to the partner in charge. Who will you deal with?: Is the personal contact of a smaller firm important to you? With larger firms you may be assigned to junior staff and not get the personal attention you deserve. You may not get what or who you want. Find out who your contact in the firm will be or will you be passed around many people. Availability: Get accountants who you can call whenever you need help and advice, without fear of being charged every time you make a brief phone call. Fixed/time based fees and rate: Make sure you get an agreed fee wherever possible for your work. You should not buy professional services on the basis of the cheapest fee. You get what you pay for. Would you choose a brain surgeon based on his fee? Skills and the ability to deliver the desired result should be far more important. Good quality advice will save you money. What work can you do to save the accountants' time and your money? Will the fixed fees cover all meetings and telephone calls? Can you pay fees monthly to help your cash flow? Guarantees: What guarantees do they provide? If they don't provide any is it likely they will not meet their promises and commitments given to you? Guarantees for you are essential. Qualifications: Is your accountant qualified? You do not have to be an accountant to offer accountancy services and this could prove costly. Who do you complain to if you deal with an unqualified accountant and are the apparent savings in fees worth the risk? Years of study, qualification, experience and post qualification education will result in quality advice. The CPA qualification, recognized worldwide as a premier brand, ensures standards are upheld through a program of practice review. Service culture: Do they have a commitment to client service? Are they passionate about their own business and your business? Do they excel at serving people? You will be assured of getting the right information at the right time to manage your business effectively from an accountant with a modern service culture. Quick Response: Make an inquiry and see how quickly they respond. If they don't call or act fast now when trying to get your business, what will they be like later? Listeners or talkers: Do they listen to you or mostly talk at you? You want accountants who take a real interest in you and your business, your plans for the future and take action on what you need when you need it. If they don't, you should change accountants. Provide ideas: Ask them what ideas they have for you to increase profits, improve productivity, trim costs and reduce taxes. You want accountants who will pro-actively come up with ideas to grow your business.

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