Who We Serve

Dedicated to understanding the needs of your business.

CPAs and Advisors dedicated to guiding our clients through every stage of their business.

We serve clients ranging from small start-up businesses to successful established organizations. 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.

Privately Held Companies

Goal Setting & Profit Enhancement

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.

Some Key Benefits We Address Are:

  • Goal Setting & Profit Growth
  • Assurance & Reporting
  • Employee Benefit Plan Audits
  • Business Tax Planning; Income, Credits & Incentives
  • Risk Assessment & Internal Controls
  • CFO/Controller Services & Accounting Systems
  • Cash Flow Forecasts & Budgets
  • Coordination of Payroll
  • M&A Due Diligence & Support
  • Exit, Transition & Succession Strategies
  • Personal Tax Strategies; Gifting & Estate Strategies
  • Retirement Planning & Investment Review

Growth Strategies

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. If we do not have the experience to handle a specific challenge, we have access to professionals we trust who can help you.

Family Businesses

Helping Manage the Business and Avoid Conflicts

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.

Services for a Family Run Business Include:

  • Family Meeting Facilitation
  • Goal Setting & Accountability
  • Assurance, Review & Financial Statement Compilation
  • Tax Planning & Return Preparation
  • Managed Accounting
  • Family Wealth Planning & Gifting
  • Succession Planning
  • Creating a Family Board of Directors

Issues Often Confronting the Family Run Business:

  • Which family member should be made President?
  • Who will be more responsible in managing the financial aspects of the operation?
  • Are there relationship differences to address?
  • How is each family member compensated?
  • How is company stock allocated to family members?

Clarity and Expectations

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.

High-Net-Worth Individuals

Tax Planning and Income Retention Strategies

We are always looking forward for our clients. JGD professionals are experienced in supporting both individuals and executives in tax planning and income retention strategies. Our professionals will design a plan to help you move through the different stages of your business lifecycle. We provide creative thinking, investigate unexpected events and monitor performance.

Tax Services for Individuals and Executives Include:

  • Goal Setting & Profit Growth
  • Tax Planning & Return Preparation
  • Estate, Trusts & Gifting Strategies
  • College Planning & Retirement Strategies
  • Financial Planning
  • Second Home Purchases
  • Major Asset Decisions
  • Exercise Stock Option Strategies
  • Divorce & Support Issues
  • Buying & Selling a Business
  • High Net Worth Individuals

Providing Peace of Mind

We provide profitable peace of mind. JGD professionals remain current on changing tax incentives, regulations and wealth strategies. Our advisors have many years of experience in income tax strategies that can maximize potential incentives and ensure compliance.


Helping You Achieve Your Mission!

At JGD & Associates, we deliver the financial services needed to help efficiently support your cause. Our firm provides assurance, tax and advisory support to a number of not-for-profit organizations. Our experienced professionals are trained in a variety of regulations and processes to ensure compliance and accuracy.

Our Services Include:

  • Assurance & Accounting
  • Yellow Book & Uniform Guidance Audits
  • Internal Controls & Fraud Prevention
  • 990 Return Preparation & Filing
  • Exempt Status Applications
  • Consulting on Governance Issues
  • Cash Flow Planning
  • Operational Consulting
  • Registration Statements

Advisory Relationships

With JGD, you not only get an accountant to provide financial reporting and tax filings; you retain an advisor capable of providing fresh ideas. We work with organizations & foundations to make sure their reporting systems are accurately capturing and reporting the details of their financial transactions. Our staff has personal experience in leadership or board positions with a variety of not-for-profit organizations. This enables us to bring practical advice to help you tackle the critical issues you face.

Our Offer

We provide a no-cost diagnostic which helps you look at your organizational performance to identify opportunities and assess risks. This diagnostic is our way of demonstrating the value we can provide and the potential need to switch to a new accounting firm. For details please click on Non Profit Diagnostic.

Supporting Your Cause

We work to make you as attractive as possible to potential donors. Our team assists in demonstrating the success of your mission. We provide:

  • Engaging Financial Reports to Reflect the Success of Your Mission
  • Suggestions to Refine Your Efforts
  • Proactive Client Communication


Real Estate

Knowledgeable and Specialized Services

The accounting challenges facing the real estate and construction industry are complicated. Examples include fluctuating market prices, changing regulations and numerous financing options. Effective solutions require the services of a firm with extensive knowledge in real estate tax strategies and accounting techniques. JGD & Associates has a niche in real estate and provides support in a number of areas.

Our Real Estate Support Includes: 

  • Assurance & Accounting
  • Entity Selection Assistance
  • Commercial & Residential Development & Construction
  • Bramblett Transactions
  • Cost Segregation Studies
  • Cash vs. Accrual Basis Issues
  • Tax-Free Exchanges
  • Foreclosure & Short Sale Transactions
  • Installment Sales
  • Passive Activity Loss Rules
  • Property Tax Reassessment Planning & Abatements

Our Clients

We work to maintain and improve profit margins and develop tax deferral and incentive strategies for a diverse base of clients ranging from new to the market investors to seasoned, large organizations.

  • Commercial & Residential Investors & Lessors
  • Property Managers & Real Estate Brokers
  • Hotel, Land and Golf Course Developers
  • Shopping Center Owners
  • Single Purpose Entities
  • General Contractors

Experience Pays Off

JGD & Associates are involved in the financing, sale, acquisition and transfer transactions. We help clients control expenses, utilize current tax incentives, improve bid processes and manage risk. We provide assistance with planning needs well before tax returns are prepared. We utilize sophisticated software to prepare tax projections, enabling clients to accurately project cash flow as well as future liabilities. Our clients generally operate using flow-through entities such as:

General Partnerships

  • Limited Liability Companies (LLCs)
  • Limited Partnerships
  • S Corporations
  • Single Member LLCs (SMLLC)
  • Tenancy-in-Common Ownership (TICs)

JGD & Associates’ partners specializing in real estate have over 85 years of combined industry experience. Our professionals work hard to protect your investments and will treat them as if they were our own.

Manufacturing & Distribution

Industry Focused Support

JGD & Associates provides manufacturing and distribution companies the support needed to overcome challenges and achieve goals. We are more than accountants; we are advisors dedicated to helping clients boost profitability, manage costs, refine processes and remain competitive in today’s market.

Our Client Solutions Include:

  • Profitability Refinement Strategies
  • Managed Accounting
  • Income Tax Planning Strategies
  • Industry Specific Tax Incentives Address:
  • Research & Development
  • Domestic International Sales Corporation
  • Domestic Production Activities Deduction
  • Cost Segregation
  • Green Credits
  • Transfer Pricing

Enhance Your Performance

Our professionals understand the industry and provide you with the tools needed to interpret your financial information and implement new strategies. JGD & Associates has several offers that will help you identify and monitor Key Performance Indicators (KPI) and the Critical Success Factors that affect these KPI’s.

Our dedicated Advisors will help you focus on what you do best

We’re here to help, fill out the form or give us a call at:

(858) 587-1000

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