Our Services


Accounting Outsourcing Solutions

Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm prepares professional financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize full profit potential. In addition, our firm will also prepare custom financial reports for internal, managerial use.


Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Business Valuation Services

The need for business valuation may be necessary for a variety of reasons. Closely held business valuations may be necessary due to retirement or sale of a business. Other reasons may include a gifting program, a buy/sell agreement, litigation, or estate purposes.

Jay & Associates is proud to have qualified individuals that are able to prepare a business valuation. The firm boasts one of five individuals in the state who passed the inaugural ABV exam. The ABV designation from the American Institute of Public Accountants requires extensive training in the techniques, theory, and fundamentals of valuation. In order to achieve the designation, you must pass a rigorous exam and annually obtain a designated amount of education in the valuation field. Based on facts, economic conditions, and industry trends, our firm can provide a valuation that is fundamentally sound.

Tax Compliance and Planning Services

Our tax department prides itself by working with our clients to implement effective tax strategies. Our tax professionals provide timely and comprehensive solutions to your specific tax matters. In a time when many tax preparers simply input information on the appropriate forms, our compliance professionals carefully analyze the data and compare the return with those of previous years to help insure against omissions. We provide many tax services that include, but are not limited to the following:

  • Tax return preparation for Individuals, Corporations, Retirement Plans, Partnerships, Limited Liability Companies, Trusts, Estates, State and Multi-State returns for individuals and businesses, and franchise tax compliance.
  • Tax research and planning
  • Business entity selection
  • Business acquisition/start-up planning
  • Asset purchase decisions
  • Compensation and benefits planning
  • Representation before government authorities in the event of a tax audit
  • Estate Planning

We work with our clients to develop a legal approach to attain their desired results. Then we help to implement the strategy and see it through to reporting that minimizes the risk of inquiries. Our tax department wants to reduce our clients’ hassles with taxes.

Litigation Support

The firm has been providing litigation support services since 1978. Steve Jay has appeared as expert witnesses in State and Federal courts. We are well recognized for our dedication and expertise regarding accounting and financial matters and our ability to communicate technical information while under examination, providing testimony, or in a position of litigation support.

At Jay & Associates, experts continually attend training to keep up with industry standards and case law updates. We have the credentials, experience and ability to communicate opinions to the court in a clear and convincing manner. We offer ideas, innovative strategies, talented professionals and a tradition of financial leadership.

Personal Financial Planning

In today’s uncertain times, Jay & Associates can help you be more prepared. Regardless of your stage in life, decisions made today will affect your financial future. Funding for college, insurance needs, retirement, and estate transfers are just a few examples of items that can have an immediate and future impact on your personal wealth. Our significant training and experience in the tax issues that directly affect these life stages is supplemented by training and certification in the Certified Financial Planner™ program.

We help clients determine their needs in each of these areas, identify their resources, and develop a plan to meet their goals. Our objectivity provides a unique perspective to the individual who is interested in obtaining information from a seasoned professional who understands the client’s needs.

Consulting and Other Services

Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. These services include, but are not limited to the following:

  • Review and Compilation Services
  • Monthly Accounting Services
  • Business Consulting and Start up Services