Nathaniel Jacobson LLC P.A.
Nathaniel Jacobson LLC P.A.

Nathaniel Jacobson LLC P.A.

$350
starting price


Responds in about 4 hours

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

Serves Bethesda, MD

Background checked

9 employees

11 years in business

Payment methods

This pro accepts payments via Check, Credit card, 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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9%
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Read reviews that mention:


pro avatar
Cecille H.
May 1, 2015
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Hired on Thumbtack

Hired on Thumbtack

I sought help w my tax returns this year as I begun the launch of a small business. That, coupled with of some health issues meant that I needed an expert... and found one in Jeff Morris. He went beyond the call of duty answering my many questions, clarifying issues and assisting me with last minute needs. I'm most grateful for his and this company's services.
Individual Tax Preparation
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
Jennifer R.
May 20, 2014
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Hired on Thumbtack

Hired on Thumbtack

The payroll people at Nathaniel Jacobson CPAs have been nothing but a pleasure! They are the easiest to work with, the most affordable, and the most capable of handling complex payroll and tax issues. Our recent conversion went very smoothly and all of my questions and issues are immediately addressed with a simple phone call or email. Thank you again and we look forward to a long relationship. I would highly recommend them to any company that is in need of their services. Nathaniel Jacobson CPAs will go the extra step to help you out!
Payroll Services
pro avatar
Ess A.
Mar 10, 2014
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Hired on Thumbtack

Hired on Thumbtack

Nathaniel Jacobson CPAs takes the stress out of preparing your tax return. Unlike other tax services, the exchange of information and draft documents is made simple by their easy-to-use portal. Jeff helped me prepare my tax returns for 2013; he was thorough and prepared all tax forms quickly and without delay. The service was excellent: prompt, polite, and efficient. He follows up and is available at all times for consultations. Highly recommended.
Individual Tax Preparation
pro avatar
John H.
Sep 4, 2015
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Hired on Thumbtack

Hired on Thumbtack

I had a really tough tax problem, but it was solved quickly and professionally by Jeff and the rest of the team at Nathaniel Jacobson CPAs. From the first day where they took stock of my tax case, they made sure they understood the relevant details of my situation and spent the time necessary to research the problem and then draw up an appropriate strategy. I look forward to working with this firm for years to come.
Individual Tax Preparation
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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