J. Neel

J. Neel and Company is a growing Idaho-based financial services firm proudly serving individuals and businesses throughout southern Idaho. Led by experienced Certified Public Accountant (CPA) Jeff Neel, our team offers a comprehensive range of financial planning and consulting services, tailored to meet your specific needs and aspirations.

Our Mission

Our mission is to empower our clients to achieve financial success and security through personalized guidance, exceptional service, and strategic solutions. We believe in building strong, lasting relationships and working collaboratively with each client to develop and implement tailored financial plans.

Who We Are

Led by Jeff Neel, a seasoned financial professional with extensive experience in all aspects of individual and business finance, our team comprises highly skilled and passionate financial advisors, accountants, and client service specialists. We are dedicated to providing personalized attention and guidance, ensuring your financial journey is smooth and successful.

For Individuals

• Financial Planning: Create a customized roadmap to achieve your financial goals, considering your financial situation, goals, and aspirations.
• Tax Planning: Maximize your tax efficiency through strategic planning and compliance services.
• Retirement Planning: Secure your future with personalized plans for IRAs, 401(k)s, and other retirement accounts.
• Estate Planning: Ensure your wealth is protected and distributed according to your wishes.

For Businesses

• Business Consulting: Get guidance on setting up, growing, and streamlining your business operations.
• Business Plan Development: Develop a comprehensive business plan to achieve your entrepreneurial goals.
• Succession Planning: Seamlessly transition ownership to future leaders.
• Financial Management: Improve your financial efficiency and profitability through comprehensive accounting and review services.

Our Commitment

At J. Neel and Company, we are committed to:

• Client-centered approach: We prioritize your needs and goals in every interaction.
• Transparency and communication: We provide clear and concise explanations of your financial situation and recommendations.
• Value-driven solutions: We offer competitive fees and customize our services to your specific needs and budget.
• Building relationships: We cultivate strong, long-lasting relationships with our clients through personalized service and ongoing communication.