Jaekel Riutzel & Marso Associates

Our Firm

At JRM, we believe that our clients are more than just numbers. We're committed to providing a comprehensive suite of services that goes beyond tax planning. Our dedicated team offers strategic business advising, assurance services with valuable insights, flexible and simplified payroll solutions, trustworthy accounting services, and comprehensive tax planning and preparation.

Our Services

We offer a wide range of services designed to help our clients achieve their goals and succeed in an ever-changing business environment. Our services include:

Tax Planning & Preparation

• Individual tax planning and compliance
• Trust and estate planning
• Business tax planning and compliance
• Entity selection/tax status and business objectives
• Mergers, acquisitions, and divestitures
• Acquisition and sale of real estate
• Sales and use tax research and compliance
• Representation before IRS, state, and local tax authorities

Our always up-to-date knowledge of changing tax laws is just the beginning. We look at minimizing taxes in an efficient and tax-smart way, helping you identify alternatives, understand the tax implications of your options, and structure transactions in a way that achieves your objectives.

Accounting Services

• Bank reconciliation
• Trial balance sheet preparation
• Financial statement preparation
• Budget preparation
• Financial statement analysis
• Financial planning and reporting

Our clients operate in almost every business sector. From sole proprietor start-ups to multi-state corporations, we right-size our approach and services to fit your business needs, not the other way around.

Payroll Assurance

• Payroll processing and compliance
• Payroll tax compliance
• Payroll reporting and reconciliation
• Payroll consulting and implementation
• Payroll audits and compliance checks

Our experienced team is dedicated to providing you with the payroller solutions you need to grow your business. Our services are designed to simplify your payroll processing and compliance, so you can focus on what matters most - running your business.

Business Advising

• Business advisory services
• Financial planning and analysis
• Strategic planning and consulting
• Operational consulting and improvement
• Business process improvement
• Business strategy development and implementation

Our business advising services are designed to help you make informed decisions about your business. Our experienced advisors work closely with you to develop and implement effective strategies for growth, improvement, and success.

Our Team

At JRM, we're proud to have a dedicated team of professionals who are committed to delivering exceptional service and results. Our team includes experienced certified public accountants (CPAs), certified management accountants (CMAs), and certified internal auditors (CIAs), as well as other talented professionals who share our values and commitment to excellence.

Culture & Values

At JRM, we believe that our core values and culture are the foundation of our success. We're committed to providing a positive and supportive work environment that fosters growth, collaboration, and teamwork. Our values are centered around integrity, professionalism, expertise, and a commitment to our clients and community.

Join Our Team

Ready to join our team? JRM is always on the lookout for bright, driven, customer-focused professionals. If you're excited about making a difference at JRM, we encourage you to explore our current openings and apply online.