A Certified Public Accounting and Financial Services Firm

Being a CPA means the practitioner is licensed to provide a wide variety of accounting services. To retain that license, a CPA is required to continue their education by attending 40 hours of professional education every year and perform their duties in accordance to the accounting standards established by the American Institute of Certified Public Accountants as well as Federal and State tax codes.

At Jelinek Metz McDonald, Ltd., we have ten full time CPAs on our staff. Our firm is large enough to have a staff with diverse areas of expertise that can be applied for the benefit of our clients.

The firm is small enough to be able to know our clients and provide services that meet their individual needs. At Jelinek Metz McDonald, you're not just a file with a name. We will get to know you, your business, your family and we will provide professional, personalized services.

Tax Services

We can provide individual, corporate, partnership, and fiduciary (estates and trusts) tax planning and preparation services.

Business Advisory Services

Our Firm has developed many long term relationships with clients and regardless of what stage your business is in, JMM can serve you.. We can help you with start-up services (to include business and financial plans) for beginning your business. As you grow, we can offer advice and share best practices from many years of working with similar companies. If you're looking to outsource some accounting functions, we have controller services, financial statement preparation, payroll reporting, management accounting and software training, as well as tax returns. If you have the opportunity to sell or merge your business, we can provide a business valuation and even assist with negotiations. 

Audit Services

We have a very active audit practice. These services include single audits, compilation and review, attestation services, retirement plan (ERISA) audits. We specialize in peer reviews, audits of CPA firms and their practices to comply with professional practice standards.

Individual Services

As with business services, we have developed many long term relationships with clients, addressing their first needs for our services and being their financial partner as their assets grow. We will suggest when it is time to start planning for retirement and when it is time to start estate planning. The great part of these services is having the chance to provide the same services to their children as their needs demand. The trust that is generated with such clients is the result of professional, personalized and timely services.

In Conclusion

These are just a few of the services we can provide. But wait, there's more! Our clients have come to know us as a "one-stop" provider for literally anything affecting their financial condition. And if they are in need of a service we don't offer, we know someone who does, someone we're confident in recommending.