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Accounting (CPA) services for the Leelanau and Grand Traverse Area including Lake Leelanau, Suttons Bay, Leland, Northport, Empire, Glen Arbor, Cedar, and Traverse City. My Commitment to You Providing the good life is no doubt a major goal in your life. Helping you achieve this goal with less worry and greater ease is my commitment to you. Whether you're a big business or a small one, an individual with complicated affairs or relatively simple ones, you'll receive the attention you need - when you need it. You'll find that I can take much of the worry and stress out of your financial life. I am ready to assist you in - keeping your taxes as low as the law allows building your personal wealth through sound investing and financial planning designing recordkeeping and accounting systems that help your business function efficiently and profitably helping you solve your business problems preserving your estate for your intended heirs Services Tailored to Your Needs Tax Planning and Preparation - I will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year I will monitor tax law revisions and discuss with you those changes that affect you. I will recommend tax-saving strategies and serve as your advocate in tax matters. Recordkeeping and Reports - If you're in business and need record keeping and accounting systems, I can design them to fit your needs. I can prepare or assist you in preparing payroll reports, journals and general ledgers. I can assist you with your other financial recordkeeping and reporting requirements so that the red tape in your life is minimized. Financial and Estate Planning - Increasing your net worth is an easier task with the help of a financial advisor. I can help with financial planning including an analysis of your net worth, investment review, family gifting, trusts, retirement planning and family business transfers. Investment Review - I work closely with certified financial planners who study the markets on a daily basis. Together, we can establish a financial program tailored to your needs. Business Problem Solving - If you are starting a business, I can help you select the proper organizational structure and secure adequate financing. I will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls and other business needs. If you need financial statements, I can prepare them. Even more important than the preparation of these statements is the assistance I can give you in using the statements to manage your business more effectively and profitably. You'll Benefit from My Experience in Other Areas, Too. Computer selection and use, business sales and acquisitions, real estate sales and acquisitions, projections, budgets, goals, retirement planning, inventory control systems, equipment purchases and sales, pension and profit sharing plans, deferred compensation plans and S Corporation elections.

NEWS FROM JOHN E. JAKUBIAK

You deserve timely, personalized service. I operate as a sole proprietor to give you the best service at the least possible cost. Open Communication is vital to a good client professional relationship. I want you to feel comfortable asking questions and discussing your concerns at all times. You'll find that I am a good listener - responsive to your needs and capable of meeting them. Your affairs will be handled with strict confidentiality under the high standards of the accounting profession. Fees are a function of the time and expertise required for your work. My goal is to give you value beyond what you pay. I can give you a flat fee or a very reasonable hourly rate. Planning can bring your financial dreams to reality. My strength lies in my ability to provide you with year-round planning for your tax, financial and business affairs. I can make a difference in your financial life. I hope you give me the opportunity to deliver on that promise. Call me for a no-cost, no-obligation meeting. Let's get acquainted. I am a graduate of the University of Michigan Business School and have been a C.P.A. since 1979. I have a strong background in taxation and small business consulting. I have been in business in Leelanau County for more than ten years. I plan on continuing to live and work in this area for many years to come.

John E. Jakubiak
Certified Public Accountant
6701 E. Duck Lake Road Ste. 1 • Post Office Box 400
Lake Leelanau, Michigan • 49653
phone: 231.256.9295
e-mail: jjakubiak@aol.com

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