Business Details
Trusted Accounting & Tax Services in Virginia Beach
Jacobson Brotman PC is dedicated to advancing client success by deeply understanding their financial needs. We specialize in optimizing tax positions, business structures, and benefits packages while providing strategic guidance for acquisitions and growth. With decades of combined experience, our team applies technical expertise and innovative solutions to navigate the complexities of modern financial landscapes. Our commitment to personalized service ensures tailored strategies that align with each client's unique goals.We prioritize proactive tax planning, accurate accounting, and comprehensive consulting to add measurable value to businesses and individuals. By staying ahead of regulatory changes, we help clients minimize liabilities and maximize opportunities in a dynamic economy. Our tradition of excellence, rooted in technical proficiency and client-centric service, defines our approach to every engagement.
Services
Accounting Services
Tax Planning
Bookkeeping
Financial Consulting
IRS Representation
Highlights and features
- We offer decades of combined experience in accounting and tax advisory services.
- Our team provides personalized strategies tailored to individual client needs.
- We maintain technical expertise in evolving tax regulations and financial standards.
- Our proactive approach minimizes tax liabilities while maximizing growth opportunities.
- We combine the resources of a professional firm with personalized client service.
Services
Accounting Services
Our accounting services provide accurate financial record-keeping and strategic reporting for businesses of all sizes. We assist with general ledger preparation, payroll processing, and cash flow management while ensuring compliance with regulatory standards. By implementing efficient accounting systems, we help businesses maintain profitability and make informed financial decisions.
Tax Planning
We develop proactive tax strategies to minimize liabilities for individuals and businesses. Our team stays current with tax law changes to identify planning opportunities that optimize financial outcomes. Services include entity selection, estate tax planning, and multi-jurisdictional tax compliance strategies tailored to each client's specific circumstances.
Bookkeeping
Professional bookkeeping services ensure accurate financial tracking for businesses. We manage daily accounting tasks including transaction recording, account reconciliation, and financial statement preparation. Our systems provide real-time financial visibility while freeing business owners to focus on core operations.
IRS Representation
We provide expert representation during IRS audits and tax disputes. Our professionals handle communications with tax authorities, prepare necessary documentation, and advocate for favorable resolutions. This service includes audit defense strategies and negotiation of tax liabilities for both individuals and businesses.
Financial Consulting
Our consulting services address strategic financial challenges including business succession planning, cash flow optimization, and software implementation. We analyze financial operations to identify efficiency improvements and growth opportunities while providing actionable recommendations for long-term business sustainability.
People
David Brotman
CPA
David Brotman combines technical accounting expertise with strategic business insight. As a certified public accountant, he specializes in tax optimization and financial planning for businesses and individuals.
Nancy Degges
CPA
Nancy Degges brings extensive auditing and tax compliance experience to our firm. Her focus on accuracy and regulatory compliance ensures clients receive reliable financial guidance aligned with current standards.
Lisa D. Rose
Accounting Professional
Lisa D. Rose specializes in business accounting solutions and financial reporting. Her expertise in financial systems implementation helps organizations improve operational efficiency and reporting accuracy.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial reporting, payroll processing, and cash flow management tailored to small business needs.
How can you help with tax planning for individuals?
Our tax planning services identify legal strategies to minimize tax liabilities while optimizing financial positions through retirement planning and investment strategies.
Do you handle IRS audit representation?
Yes, we provide full audit representation services including document preparation, communication with tax authorities, and resolution negotiation for both individuals and businesses.
What consulting services are available for business owners?
We offer strategic consulting for business succession planning, software implementation, cash flow optimization, and entity structure evaluation to support long-term growth.
How do you stay current with tax law changes?
Our team participates in ongoing professional education and monitors legislative updates to ensure clients receive timely advice about regulatory changes affecting their finances.
