Business Details
Trusted Accounting & Tax Services in Lombard, IL
Jarvis Donald CPA has been delivering personalized accounting and consulting services for over 35 years, specializing in the healthcare industry while serving individuals and small businesses. Our mission focuses on maintaining financial viability for clients through proactive strategies, open communication, and thorough analysis of their unique needs. With expertise ranging from tax management to financial statements and operational due diligence, we uphold high standards of excellence and professionalism. Our team, led by Donald A. Jarvis, CPA, brings over 40 years of experience in home health care accounting and reimbursement consulting, addressing day-to-day challenges faced by providers. We integrate financial planning with tax strategies, offering services such as cost report preparation, business valuations, and provider representation.Our commitment to client success is reflected in our tailored approach to retirement planning, estate planning, and IRS audit representation. By combining industry-specific knowledge with a dedication to client education, we empower informed financial decisions. Our reputation for reliability and expertise has been built through decades of resolving complex tax problems and providing discreet, efficient solutions. We prioritize transparency, ethical practices, and long-term relationships, ensuring clients receive actionable insights aligned with their goals. With a focus on both present stability and future growth, we position ourselves as trusted advisors in navigating financial complexities.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
IRS Audit Representation
Tax Preparation
Business Valuation
Payroll Services
Forensic Accounting
Elder Care Wealth Management
Highlights and features
- We offer 40+ years of specialized experience in healthcare accounting and IRS audit resolution.
- Our team provides tailored financial strategies for individuals and businesses, including retirement and estate planning.
- We combine personalized service with industry-specific expertise in cost reporting and business valuations.
- Our proactive approach ensures compliance and optimizes tax savings for clients.
- We prioritize transparency and ethical practices in all client interactions.
Services
IRS Audit Representation
Our firm specializes in representing clients during IRS audits, minimizing liability through expert communication and documentation. We handle all correspondence, negotiate with auditors, and appeal decisions when necessary. With decades of experience, we ensure compliance while protecting your financial interests.
Personal Financial Planning
We develop customized financial plans to achieve retirement, education savings, and wealth preservation goals. Services include risk assessment, investment strategy reviews, and tax-efficient distribution plans. Our approach integrates estate planning and Social Security optimization for long-term security.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, budgeting, and financial forecasting. Our services enhance profitability through cash flow analysis, tax planning, and internal control systems. We also offer outsourced CFO support for strategic growth.
Estate Planning
Our estate planning services ensure your assets are distributed according to your wishes while minimizing tax burdens. We coordinate with legal professionals to create trusts, gift strategies, and succession plans. Regular reviews adapt to changing family dynamics and financial goals.
Tax Preparation
We prepare individual and business tax returns with a focus on maximizing deductions and credits. Our team stays current with tax law changes to ensure compliance and savings. Services include resolving back taxes, payroll tax issues, and state/federal filings.
People
Donald A. Jarvis
CPA, President
Donald A. Jarvis, CPA, has over 40 years of experience in healthcare accounting and consulting. He specializes in home care reimbursement, cost reporting, and business valuations. His expertise stems from managing a leading home health agency and advising providers nationwide.
Questions
What tax services do you offer for individuals?
We provide tax preparation, audit representation, and tax relief solutions for individuals, including IRS dispute resolution and back tax filings.
How can you help small businesses with accounting?
We offer bookkeeping, financial forecasting, payroll services, and strategic tax planning to improve small business profitability and compliance.
Do you specialize in healthcare industry accounting?
Yes, we have decades of experience in healthcare accounting, including cost reporting, reimbursement consulting, and operational due diligence for home health and hospice providers.
What estate planning services are available?
We provide asset allocation, trust administration, gift tax strategies, and succession planning to ensure your legacy aligns with your wishes.
Can you assist with IRS audit representation?
Yes, we handle all aspects of IRS audits, including correspondence, negotiations, and appeals, to minimize your liability and stress.
