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Jacobson Jarvis & Co, PLLC

Jacobson Jarvis & Co, PLLC

Jacobson Jarvis focuses on helping not-for-profit organizations understand and improve their use of financial data in order to increase operational efficiencies. We serve the audit, tax, and management consulting needs of not-for-profits across the Pacific Northwest.

200 1st Ave W Ste 200
Seattle, WA 98119-4258

Contact

Main line
Direct line: (206) 628-8990
Fax: (206) 628-0432

Expertise

Boards/Governance

  • Board coaching & training

Financial Management

  • Accounting & financial controls
  • Audits
  • Taxes

About Jacobson Jarvis & Co, PLLC

As the region’s largest firm focused exclusively on the financial and accounting needs of not-for-profit organizations across the Pacific Northwest, our mission is to help nonprofits work better, not harder.

Because of our exclusive focus, we understand the distinct connection between a not-for-profit’s financial reporting, its financial management, and its ability to build donor support behind its mission. As a result, our clients are able to more effectively achieve their organizational objectives.

We assist clients in the following areas:

• AUDIT: Our audit team is one of the largest and most experienced in the region, having over 20 years of experience involving hundreds of not-for-profit audits across a wide spectrum of organizations. We know what works and what does not, which means clients benefit from our experience-based recommendations that help their organizations thrive long after the audit is complete.

• TAX: The Jacobson Jarvis tax team has a unique understanding of not-for-profit tax issues and their impact on an organization’s reporting to internal and external audiences. Our mission is to help not-for-profit clients understand potential tax problems and chart a course to successfully navigate the complexities of tax code.

• CONSULTING: Jacobson Jarvis provides a range of customized consulting services and training programs focused on helping not-for-profit organizations understand and improve their use of financial data, including financial health check-ups, development of customized financial reporting tools, internal controls documentation, internal audits, QuickBooks configuration, as well as all aspects of forming a tax-exempt organization.

Along with the services we offer, Jacobson Jarvis is proud to be a sustaining resource to the not-for-profit community by providing ongoing training and education opportunities for executive leaders and board members. Topics include governance, financial reporting, and other tax-related issues. In addition, our team members are frequently sought as speakers at not-for-profit conferences, and actively participate in state and national committees regarding not-for-profit accounting and related matters.

For answers to your specific questions, you can reach the appropriate contact at the above number or by e-mail:
• Howard Donkin (Tax) howard@jjco.com
• Julleen Snyder (Audit) julleen@jjco.com
• Erin Welch (Consulting and Training) erin@jjco.com

Background Info.

Subsector Experience

  • Arts and culture
  • Children, youth, and families
  • Community development
  • Disability issues
  • Education
  • Environment
  • Faith-based
  • Healthcare
  • Housing and homelessness
  • Immigrant and refugee
  • International NGOs/nonprofits
  • LGBT issues
  • Mental health/Substance abuse
  • Nonprofit sector issues
  • Philanthropy
  • Research
  • Senior services
  • Small grassroots organizations
  • Social services - general
  • Sports and recreation
  • Volunteerism

Cultural Experience

  • African
  • African American
  • American Indian/Alaskan Native
  • Asian/Pacific Islander
  • Hispanic/Latino

Fee Structure

  • Hourly rate

Professional Affiliations / Licenses

  • American Institute of CPAs
  • Washington Society of CPAs

County Availability

  • All WA Counties

County Experience

  • Chelan
  • Clallam
  • Clark
  • Cowlitz
  • Grays Harbor
  • Island
  • Jefferson
  • King
  • Kitsap
  • Kittitas
  • Lewis
  • Mason
  • Okanogan
  • Pacific
  • Pierce
  • San Juan
  • Skagit
  • Skamania
  • Snohomish
  • Spokane
  • Thurston
  • Wahkiakum
  • Whatcom
  • Yakima