Provider

Jess Stern CPA MBA

schedule a free consultation

Hello, I am Jess Stern. It is a pleasure to meet you.

credentials

contact

+1(732) 718-6117
jscpa58@aol.com

11449 Chipmunk Drive

Boca Raton, FL 33428

bio

Provider

Let me get it started by telling you something about my background. My name is Jess Stern. I am originally from Brooklyn, New York. I lived there for about 35 years, moved to New Jersey for a while, and now have settled in sunny Florida. I am married with three children, ranging in age from twenty-eight to eighteen. I received my Bachelor of Science degree from Brooklyn College in accounting with a minor in economics. Shortly thereafter, I passed the CPA examination and continued my career of working in public accounting. I worked for a “big eight” accounting firm in their audit department. I also served as chief financial officer to a publicly held company listed on the Nasdaq. For the last twenty years, I have owned and operated a CPA practice in New York and New Jersey. With my recent move to Florida, I have expanded the business to include all three areas. Being licensed in New York, New Jersey, and Florida has allowed that to transpire. Also, I have lectured at accounting seminars and in professional training sessions at diverse accounting firms throughout the year. I enjoy seeing my experience and knowledge helping others. I am a member of the American Institute of Certified Public Accountants and various state societies throughout the country. Recently, I received my Masters in Business Administration with a specialization in Marketing from South University. My hobbies include going to concerts, the beach, and traveling. - Jess

q & a

What characteristics do your favorite clients share?

Small business owners looking for someone to manage their accounting and tax requirements. A sampling of clients includes individuals, small companies, and numerous family owned businesses representing an assortment of industries. Dedication to clients is evidenced by attention to detail and sophisticated tax planning to enhance profitability and minimize taxes. The amount of tax liability is a function of thoughtful planning as well as the accuracy and thoroughness of the tax preparer. Frequently taxpayers overpay significant amounts of money because their tax preparer was not thoroughly knowledgeable of all of the tax strategies available. Jess Stern CPA, LLC offers professional expertise to enable our clients to better realize their financial objectives

Why should a client hire you?

Personalized services. I am a one person CPA firm and I do all the work. There is not an inexperienced person taking care of you. I am there for you whenever you need me

Describe a time where you went beyond expectations when working with a client.

I have taken care of many IRS and state sales tax audits. These audits usually last at least one year and I usually save the clients alot of taxes that were charged.

education

Brooklyn College

Bachelor of Accounting

1981

South University

Master of Marketing

2009

experience

Jess Stern CPA LLC

Owner sole proprietor
Boca Raton , FL

01/1996 - present

associations

American Institute of CPA's

Member since 1982

Florida Institute of CPA's

Member since 2006

business info

Jess Stern CPA LLC

prompt, competent, reliable and personalized accounting, financial, tax and advisory services

jesssterncpa.com

Established 1996

I offer a full range of professional, technical, consulting, and business services to clients in diverse areas of industries. I continually provide innovative solutions for our clients to help them achieve their personal and business financial goals. There are five service categories offered at the firm including: accounting services, tax services, technical support, financial planning, and management advisory services. Accounting Services include bookkeeping, bank reconciliations and financial statements. Tax services include personal, corporate, payroll, sales tax and estate tax. Technical support is offered by a trained professional including installation services, updating software, and on-site training. Financial planning services include investment planning and estate planning. Lastly, management advisory services consist of projection analysis and mergers & acquisitions.

hours of operation

Sunday closed
Monday 09:00 AM - 06:00 PM
Tuesday 09:00 AM - 06:00 PM
Wednesday 09:00 AM - 06:00 PM
Thursday 09:00 AM - 06:00 PM
Friday 09:00 AM - 06:00 PM
Saturday closed

travel

I travel to my clients
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services


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