Business Details
About
AccountantFinancial PlanningTax Preparation Service
Ivey Jacobson & Company, LLC, can provide you with assistance in all your tax planning and preparation, record keeping and financial planning. We are conveniently located in Lake Oswego. Ken Ivey & Karen Jacobson both have over 20 years of accounting experience. We can prepare or supervise the preparation of your financial statements. We closely monitor the changes in the tax law that could affect you and will recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. We would love to discuss your financial and tax situation with you to determine how we can help. Give us a call today for a no-charge initial conference.
Location
Hours
Frequently Asked Questions About Ivey Jacobson & Company
What services does Ivey Jacobson & Company offer?
Ivey Jacobson & Company offers tax return preparation, consultations, estate management, investment planning, state tax returns, accounts payable & receivable, financial planning, business planning, and corporate tax returns.
Where is Ivey Jacobson & Company located?
Ivey Jacobson & Company is located at 5335 Meadows Road, Lake Oswego, OR 97035, US.
What are the business hours for Ivey Jacobson & Company?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Ivey Jacobson & Company by phone or email?
You can call them at +1 503-684-4585 or email Karen at karen@ijco-cpa.com.
Do Ivey Jacobson & Company provide a free initial consultation?
Yes, they offer a no-charge initial conference to discuss your financial and tax situation.
Who are the experienced accountants at Ivey Jacobson & Company?
Ken Ivey and Karen Jacobson each have over 20 years of accounting experience.
Which nearby financial advisory services can I visit alongside Ivey Jacobson & Company?
Nearby you can find Springwater Wealth Management, Oswego Private Wealth Management, and Wells Fargo Advisors, which provide financial advising and investing services.
Are there nearby mortgage brokers or lenders near Ivey Jacobson & Company?
Yes, several nearby mortgage services include Clunas Funding Group, Heidi Schmidt, Movement Mortgage, Northwest Alternative Mortgage, and Chris Antrim - Movement Mortgage.
Can I find related accounting and business consulting services close to Ivey Jacobson & Company?
Yes, The Michael L. Larson Company and CLA (CliftonLarsonAllen) provide accounting and business consulting services nearby.
Does Ivey Jacobson & Company assist with tax law changes and tax saving strategies?
Yes, they closely monitor tax law changes and recommend tax saving strategies accordingly.