Jacobs, Velella and Kerr P.C., Services

Jacobs, Velella and Kerr P.C.
Certified Public Accountants
A Needham Massachusetts Accounting Firm

Service Tailored to Your Needs

Tax planning and preparation. We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.

Electronic Filing. We have the ability to file individual income tax returns to both federal and state governments. We also have the ability to print and file electronically 1099s and W-2s for you at year end.

Investment services. Your investment program will be reviewed periodically to be sure you are achieving the maximum return with no more risk than you want. As you consider new investment opportunities, we will act as your sounding board.

Financial and estate planning. Increasing your net worth is an easier task with the help of a financial services representative or professional. We offer financial services or products and an estate planning program, including an analysis of your net worth, investment strategy, family gifting, trusts, retirement services, and family business transfers.

Recordkeeping and reports. If you're in business and need recordkeeping and accounting systems, we can design them to fit your needs.

We can provide or assist you in preparing payroll reports, journals, and general ledgers. We can assist reporting requirements so that the red tape in your life is minimized.

We are a member of Peachtree Partners Accountcare. We support and install all of the Peachtree products. We are a member of the Quickbooks Professional Advisors Program working with both Quicken and Quickbooks.

Richard Drechsler

Business problem solving. If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs.

If you need financial statements, we can prepare compilation, review or audited statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably.

You'll benefit from our experience in other areas, too.

Computer selection and use
Business sales and acquisitions
Lease-buy decisions
Business expansion
Real estate sales and acquisitions
Projections, budgets, goals
Retirement services
Inventory control systems

Equipment purchase and sales
Office Systems and controls
Insurance review
Pension and profit sharing plans
Accounting personnel training
Divorce tax planning
Deferred compensation plans
S corporation elections

Mutual Funds and variable annuities are distributed only when accompanied by or preceded by a product prospectus. The prospectus contains complete information on all fees and charges and should be read carefully before investing. Securities are subject to investment risk and values will fluctuate.

*Securities offered through Tower Square Securities, Inc.

Member NASD/SIPC Branch Office, 91 Montvale Ave., Stoneham MA 02180 (781) 438-0110

Jacobs, Velella & Kerr P.C. is not affiliated with Tower Square Securities, Inc.

	Corporate Office:	388 Hillside Avenue Needham, MA. 02494
	Telephone:	(781)449-1090
	Fax:	(781)449-9370
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