Daysi Jacobson Accounting, LLC

Estate contains what an individual possesses from their real estate and vehicles to their bank accounts and stocks. If an individual dies, their estate could be subject to an estate tax - often called a "death tax." The IRS calls it a tax on your right to pass on your property at your death. You've got questions and we've got experience! Call us at (904) 285-1040.

Alternative public offerings are a mixture of reverse mergers with a private investment of public equity. It permits businesses to an initial public offering. Stop being your own accountant. Talk to us today at (904) 285-1040 about how our comprehensive service can benefit your business!

What do you have on your Personal Finance Checklist? Let us know if the comments below! Searching for a skilled and professional accountant? Look no further! Contact us at (904) 285-1040 to schedule your consultation. We look forward to working together!

Because the world of tax laws, regulations, and financial responsibilities are difficult to navigate, the assistance of a tax attorney is an invaluable tool. Protecting your finances and ensuring that you are compliant with tax laws is essential if you have complex tax situations or if you are going through an IRS audit.

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You Can Expect Extraordinary and Personalized Service from Us. Don't Wait! Contact Us Today at (904) 285-1040!

A business’s cash flow indicates liquidity—how much money there is to immediately pay expenses, and having consistent cash flow is a key sign of a successful business. Small business owners can create a cash flow statement to gauge the timing of money coming in vs. going out. Some ways to improve cash flow include: building in margin of error in cash flow projections, creating cash reserves for when flow fluctuates, and adjusting customer or supplier payment terms. Looking for assistance with your business accounting? Give us a call today at (904) 285-1040

We're here to help you. You've got questions and we've got experienced CPAs! Call us at (904) 285-1040.

Setting personal financial goals shouldn’t seem like a daunting task. In fact, it should be motivating! Securing your financial future to purchase a home, start a business, or retire in a heathy spot helps you take control of your future and success. Set clear and achievable goals that align with your aspirations and priorities.

Tips for Setting Your Personal Financial Goals | www.financialhotspot.com Setting financial goals is a crucial step toward securing your financial future and achieving long-term success. Whether you're aiming to buy a house, start a business, or retire comfortably, having clear and achievable financial goals can provide you with direction and motivation. In this blog post...

As a small business owner, it's important to periodically estimate your income taxes throughout the year based on your business' growth and projected pretax income. If you're a small business owner, including online business owners, may find yourself having to make quarterly estimated federal tax payments if you expect to owe more than $1,000 for the year. Need help with your business' taxes? Schedule an appointment with us today at (904) 285-1040!

Planning and implementing a proper emergency fund should be at the top of your priority list. It’s the key to healthy finances and helps you to stay out of debt in the state of an emergency. Saving may be overwhelming, but just adding a little bit of money to your fund every month can go a long way. Guidance to navigate through life's challenges towards financial success is just a call away! Contact us at (904) 285-1040.

2024 is the year of taking your business to the next level. We are here as your consultant to guide you along this path. Running a business is hard, but data shouldn’t be. Contact us at (904) 285-1040.

Did you know that repatriating funds can significantly impact your business’ financial strategies, investments, and competitiveness in the global market? Its true! It is a critical aspect of operating international business and requires careful planning to ensure optimum globalized economic performance.

How Repatriation Can Impact Your Business | www.financialhotspot.com The decision to repatriate funds can have profound implications for businesses, influencing their financial strategies, investment decisions, and overall competitiveness in the global market. Tax repatriation, the tax that applies when bringing profits earned overseas back to the home country, is a....

Estate tax is a tax collected by the federal government upon the estate of a deceased person. The federal government allows for certain exclusions and deductions, then taxes a set level. In addition to the federal estate tax, several states have a state estate or inheritance tax. We keep your finances in order so you can continue focusing on what you love! Call us at (904) 285-1040 to schedule a consultation.

Your business isn't bookkeeping, but it is ours. Let us take care of it for you! Contact us today at (904) 285-1040.

There are multiple factors that can contribute to your credit card limit. Income, debt-to-income, credit history, type of credit card and even your limit on other cards all play a role in the determination of your credit card limit. We keep your finances in order so you can continue focusing on what you love! Call us at (904) 285-1040 to schedule a consultation.

If your records are disorganized, you have inaccurate financial reports, cash flow problems, and issues with tax compliance, your bookkeeping system is likely failing you. Healthy bookkeeping is essential for your business success. Take the proactive steps to organize your records effectively to avoid devastating professional mistakes to ensure the long-term financial health of your company.

5 Signs Your Bookkeeping Is Failing | www.financialhotspot.com Bookkeeping is the backbone of any successful business. It's the process of recording, organizing, and managing financial transactions. When done right, it provides valuable insights into your company's financial health and helps you make informed decisions. However, if your bookkeeping is failing,....

1. Estate Taxes are Only Effective if the Estate Has a Greater Value than the Threshold.

2. Not All Estates are Subject to Federal Estate Taxes

3. The Normal Rate Paid for Estate Taxes is 18%

4. Asset Transfers to Living Spouses are Spared from the Estate Tax

5. Estate Taxes Are Different from Inheritance Taxes.

To schedule a consultation, contact us at (904) 285-1040.

Accounting consulting includes maintaining accurate and efficient bookkeeping procedures, analyzing the profitability of your company, and providing comprehension of your figures and how your finances impact your company. Let’s talk details. Give us a call today at (904) 285-1040.

Having accurate books can go a long way in your professional and personal life. It is essential for tax reporting, legal compliance, budgeting, higher profitability, financial management, and reduced stress. We’ll save you hours of confusion and worry – you can count on that! Contact us today at (904) 285-1040 for more information about our services.

Honoring all the mothers today💐

Wishing you and your family a very happy Hanukkah!🌟 We hope your eight days are filled with light, warmth, and joy!

Even though online tax software and apps are relatively easy to use, hiring a tax professional ensures that you receive all the tax deductions that you're entitled to. Real interactions still matter, call us today at (904) 285-1040!

Bookkeeping is imperative to running your business smoothly. These 3 important documents will help you operate the backend properly. 1) Have a balance sheet. This will show you your liabilities, assets, and equity. 2) Keep a profit and loss statement. This helps you identify if your company is profitable or not. 3) Maintain a cash flow statement. This keeps track of where all the money is going. Focus on your business and leave the bookkeeping up to us. Contact us today at (904) 285-1040.

It’s important to keep certain documents handy for business and tax purposes. Make digital copies and keep physical copies of your payroll documents, 1099 forms, tax returns, customer payments, sales receipts, customer invoices, cancelled checks, bank statements, and credit card statements. Searching for a skilled and professional accountant? Look no further! Contact us at (904) 285-1040 to schedule your consultation. We look forward to working together!

Estate executors have important roles to play in fulfilling a deceased person’s wishes and financial affairs. It is their full legal obligation to ensure that all assets are distributed to the beneficiaries as well as many other job responsibilities. It is vital when naming an executor in your will that you choose someone you trust and who understands the executor process.

Understanding the Role of an Estate Executor | www.financialhotspot.com An executor of an estate has the legal responsibility of fulfilling the deceased's wishes, identifying, gathering, and safeguarding assets, and distributing them to the beneficiaries. These responsibilities can be complex depending on the decedent's financial situation and the intricate nature of th...

Every parent knows what it’s like to be inundated with requests from their kid for the newest toy or video game. Younger children, in particular, don’t understand that there’s only so much money you have each month for discretionary purchases. Encouraging kids to pay half the cost of the toy they want will give them a better sense of what things cost and how to save money. Contact us today at (904) 285-1040!

Do not worry about your personal credit score being affected by a company-issued credit card. Consumer credit bureaus reports only affect individuals who personally guaranteed the debt on the business card. If you have more questions, don't hesitate to contact us at (904) 285-1040.

Did you know that setting up and reviewing a budget is directly related to startup success? We keep your finances in order so you can continue focusing on what you love! Call us at (904) 285-1040 to schedule a consultation.

If you live and work in the United States, paying taxes in inevitable. For a majority of people, taxes can be large contributor to stress, but they don’t need to be! Tax planning can assist you in lowering your tax burdens and even help you find ways to save money. https://bit.ly/3QcyFvf

For all your tax-related questions, contact us at (904) 285-1040. We'd love to help you!

What Is Tax Planning, and Why Is It Important? | www.financialhotspot.com Everyone living and working in the United States must pay taxes. For most people, taxes can be a source of stress; however, they don't have to be. Implementing proper tax planning strategies can help to lower your tax burden or help you get a larger refund at the end of the year. Tax planning is

We’d like to wish our clients, business partners, associates, friends, and all of your families a happy Thanksgiving. We are grateful for your trust and loyalty! Thanks for being part of our family. 🦃🥧

Guidance to navigate through life's challenges towards financial success is just a call away! Contact us at (904) 285-1040.