Jotkoff & Associates CPA PA
West Melbourne, Florida, US
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Business details
Accountants
2100 Meadowlane Avenue West Melbourne , Florida, 32904
(321) 984-7345
No Social Accounts Added
Review summary
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Fax Number:N/A
Contact Us N/A
Accepts Reservations no
Number of EmployeesN/A
Payment methodsCash, Check, Invoice, Venmo, Zelle
About Us
As a Certified Public Accounting and a Registered Investment Advisory firm with over thirty years of productive relationships with clients, Jotkoff Financial Group can assist you in meeting your accounting, tax, business consulting, financial planning and insurance needs, without expanding your internal workforce. For many years, we have endeavored to be a source of stability for our individual and business clients and for our community.
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Risk Management and Insurance Planning
Investment and Planning Issues
Retirement Planning
Tax Planning
Estate Planning
Financial Planning Services
Investment Management
IRA's
IRA Rollovers
Stretch IRA's
Split IRA's
State and local tax (SALT) consulting
Employee Benefits Programs
Pension and Retirement Plans
Information Reporting
Mergers and Acquisitions
Accounting Services
Accounting software selection and implementation
General ledger and financial statements
Payroll service company
New business start-up
Financial statement analysis and accounting advice
Accounts payable and accounts receivable
Budgets and other reports
Cash flow statements
Depreciation and amortization schedules
Job cost schedules
Tax consulting and services
Tax return preparation
Trust tax services
State and local tax (SALT) consulting
Employee Benefits
Financial Counseling Services
Information Reporting
Mergers and Acquisitions
Multi-state Taxation
Tax Controversy Services
Tax Management Support Services
Traditional, fixed and variable life insurance
Fixed and variable annuities
Disability income insurance
Long term care insurance
Health insurance
Pension and Retirement plans
products
events
bios
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