About Stanley M. Jacobs, CPA

THE BACKBONE
OF YOUR BUSINESS
ARE YOUR BOOKS


As recent new residents to The Villages (Lake Deaton), my wife (Bev) and I have immersed ourselves in the crazy Villages’ lifestyle.

We left the cold and snowy Boston suburbs, as well as our family, friends, and neighbors of many years and genuinely enjoy the warm and sunny climate of Central Florida.  

Most significantly, I left my CPA firm after 30 years of servicing individuals, estates, trusts, non-profit organizations, and small businesses.

I especially enjoy working with individual tax clients. My approach to personal returns is unique in that all returns are reviewed with clients before publishing. It gives me the opportunity to accomplish many tasks including providing clients with a sense of what items were driving their returns; tax planning for the upcoming year; estimated taxes; reviewing non-tax issues such as their investment/retirement plan objectives, traditional mortgages and reverse mortgages. 

If you have a needs for business, trust, or estate taxes in The Villages, FL, let’s talk further.  

Clients are encouraged to call with any quick questions throughout the year without additional charge.

 

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