Jacobson Brotman

At Jacobson Brotman PC, we are committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure, and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base. We have learned a great deal since we began in this business, and we are ready to apply this knowledge to enhance your company's growth and success. Together we can conquer all of the intricacies of doing business in today's fast-paced economy. We are looking forward to working with you.

Our Firm

The history of Jacobson Brotman PC is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach. We invite you to meet us.

David Brotman, CPA - David is a seasoned professional with a wealth of knowledge in taxation and financial planning. He has been helping clients navigate the complex world of taxes for over two decades.

Nancy Degges, CPA - Nancy is a dedicated and detail-oriented accountant who specializes in providing top-notch service to her clients. With her extensive experience in the field, she is well-versed in all aspects of taxation and financial planning.

Lisa D. Rose - Lisa is a highly skilled financial advisor who has been assisting clients with their financial needs for many years. She is dedicated to providing personalized service and helping her clients achieve their financial goals.

Staff - Our staff is comprised of highly trained and experienced professionals who are dedicated to providing exceptional service to our clients. They are always ready to help with any questions or concerns you may have.

Our Services

We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Newsletter

Stay current with recent tax changes, news, and financial tips. We provide a newsletter monthly here on our site and via email so you can stay in touch with changing regulation throughout the year.

Resources

Our calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.

Client Portal

You can log in to view or update your tax information at any time. All of your account information is secured using 256-bit SSL encryption, and we can give you access to your tax forms online.