Let us help manage your financial lifecycle. Helping families, executives and individuals develop tax strategies and proactively plan for the transfer of their wealth through gifting, estate plans and trusts. Tax strategies and reporting for investors, contractors, property managers, developers and brokers. We help clients control expenses, utilize tax incentives, improve bid processes and manage risk.
We audit 50 plus employee benefit plans. Ask about our EBP Diagnostic and how we can help you assess your compliance with the DOL and the fiduciary responsibilities of the plan sponsors. Access your financial information at anytime from anywhere on the planet. We make it easy to get to your secured financial records and easily send them electronically as needed.
JGD & Associates is a CPA and advisory firm providing tax, assurance, accounting and consulting. Our clients include emerging to large privately held companies, not-for-profit organizations and individuals. Our professionals believe every client relationship should be treated like a partnership.
We audit 50 plus employee benefit plans. Ask about our EBP Diagnostic and how we can help you assess your compliance with the DOL and the fiduciary responsibilities of the plan sponsors. Access your financial information at anytime from anywhere on the planet. We make it easy to get to your secured financial records and easily send them electronically as needed.
JGD & Associates is a CPA and advisory firm providing tax, assurance, accounting and consulting. Our clients include emerging to large privately held companies, not-for-profit organizations and individuals. Our professionals believe every client relationship should be treated like a partnership.
Services
Providing financial information to clients in a timely and accurate manner is a commitment we feel cannot be compromised.
Meaningful, well-organized financial records help ensure operations will run more efficiently on a daily basis.
Our firm provides a full range of cost effective accounting services to individual and business clients.
JGD professionals strive to become a trusted advisor to our clients.
We offer an independent perspective to help when you are faced with making a difficult decision or need to assess an opportunity.
Meaningful, well-organized financial records help ensure operations will run more efficiently on a daily basis.
Our firm provides a full range of cost effective accounting services to individual and business clients.
JGD professionals strive to become a trusted advisor to our clients.
We offer an independent perspective to help when you are faced with making a difficult decision or need to assess an opportunity.
At the time the Firm was formed, the practice consisted mainly of individual and small business clients and primarily provided tax preparation and bookkeeping services within the La Jolla area.
In 1994, the Firm relocated to the UTC area and began focusing on helping business clients provide higher level tax planning, assurance & review services, and business consulting.
The Firm's expertise increased in several areas during this time while our clients continued to grow in size and profitability.
In 1994, the Firm relocated to the UTC area and began focusing on helping business clients provide higher level tax planning, assurance & review services, and business consulting.
The Firm's expertise increased in several areas during this time while our clients continued to grow in size and profitability.
We serve clients ranging from small start-up businesses to successful established organizations.
Our client list includes not-for-profit organizations, privately held companies, and high net worth individuals.
We ensure clients have a solid financial foundation and work with them through the various stages of their business life cycle to help them continue to succeed.
Our clients become part of our lives.
We develop friendships, exchange business and take a general interest in them because it makes our days more interesting and fun.
Our client list includes not-for-profit organizations, privately held companies, and high net worth individuals.
We ensure clients have a solid financial foundation and work with them through the various stages of their business life cycle to help them continue to succeed.
Our clients become part of our lives.
We develop friendships, exchange business and take a general interest in them because it makes our days more interesting and fun.
JGD & Associates provides comprehensive support to help businesses set and achieve goals.
As your accountants and advisors, our role is to provide the reporting and advice needed to operate the business, build value and help you meet lifestyle objectives.
Are there business development steps to consider that will enhance profits?
Are there opportunities to increase margins and add market share?
Does it make sense to buy or merge in a competitor?
At JGD, we work with you to review ideas, tackle obstacles and plan to refine profit potential.
As your accountants and advisors, our role is to provide the reporting and advice needed to operate the business, build value and help you meet lifestyle objectives.
Are there business development steps to consider that will enhance profits?
Are there opportunities to increase margins and add market share?
Does it make sense to buy or merge in a competitor?
At JGD, we work with you to review ideas, tackle obstacles and plan to refine profit potential.
Family run businesses present their own set of unique challenges due to the emotional aspects that are sometimes hard to separate.
Owners of family run businesses often have a difficult time making decisions or may find themselves making compromises in order to avoid conflict.
Family run businesses sometimes need a non-family member to objectively provide direction to support the family members leading the company.
We help set goals for individuals, monitor performance and make sure family involved in management have realistic plans to achieve the company's goals.
Owners of family run businesses often have a difficult time making decisions or may find themselves making compromises in order to avoid conflict.
Family run businesses sometimes need a non-family member to objectively provide direction to support the family members leading the company.
We help set goals for individuals, monitor performance and make sure family involved in management have realistic plans to achieve the company's goals.
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