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Marie A. Jakubiak & Associates P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Marie A. Jakubiak & Associates P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Planning and Return Preparation Services

At Marie A. Jakubiak & Associates P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Accounting Services

Many large businesses require sophisticated accounting software to meet their larger management structure. Marie A. Jakubiak & Associates, P.C. is dedicated to those small businesses that know they need information but aren't sure what to use to accumulate this information. Marie has previously taught Peachtree Accounting as a continuing education class and is a Certified Quickbooks Pro Advisor. We work with business owners to advise them of the types of information they should manage in order to meet their business goals. We are also experienced in training both owners and their designated staff in computerized accounting softwares that maintain the information throughout the year. We don't encourage waiting until the end of the year to look at the results. We encourage monitoring on a monthly basis so that actions can be taken when things aren't occurring as originally anticipated.

These services include but are not limited to:

  • Accounting Assistance
  • Bookkeeping Assistance
  • Training in Computerized Accounting Software

Business Consulting

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their business. Re-financing debt, treasury management, managing accounts payables when cash flow is tight, budget development or cost cutting decisions are just some of the situations where your CPA can assist you by reviewing your needs and/or advising you of whom to contact to review information and develop a solution. Our business is built on technical skills and networking. We strive to assist you in finding the right answers for the situation either through our knowledge base or those of our network of professionals.

Reviews and Compilation

Third parties (such as banks or vendors) may require a financial statement prepared in accordance with generally accepted accounting principles (GAAP). Smaller businesses generally don't require audited financial statements -- which can be costly. Services such as compilations (which require that you accumulate the information and the CPA makes certain the financial statements are prepared in accordance with GAAP) or review engagements (which require a higher level of assurance in that management must indicate representations to the CPA and certain analytical analysis is performed) are generally all a smaller business requires. Marie A. Jakubiak & Associates, P.C. has experienced professionals qualified to prepare financial statements within either a compilation or review engagement format.

Assistance with Notices from Taxing Authorities

IRS or State Audits

Have you gone to the mailbox and found a letter from the IRS or State and felt an ache in your stomach? Marie A. Jakubiak & Associates, P.C. has been assisting clients in dealing with the questions and concerns that are found in those letters. We evaluate the technical issues that the taxing authorities may challenge you on. As you know, their answer may not be the only one. We are technically experienced and are aware of the various acceptable methods available when they exist.

We have also assisted individuals in establishing payment plans when taxes weren't paid on time. You should feel comfortable with the person you have representing you before the various taxing authorities. We strive to give you that sense of comfort and ease that ache in your stomach.

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