Jacobson Jarvis and Co PLLC

Mission and Focus

• Founded as the only CPA firm in the Northwest dedicated exclusively to nonprofits.
• Focuses its audit, tax, consulting, and training capacity on the not‑for‑profit community.
• Mission: to help nonprofits work better, not harder, so they have more time to accomplish their mission.

Nonprofit Sector Leadership

• Senior leadership is recognized as an authority on issues impacting nonprofits.
• Frequently speaks at nonprofit conferences.
• Actively participates in state and national committees on nonprofit accounting and tax matters.
• Provides in‑depth board training on governance, financial reporting, and tax‑related issues.

Client Profile and Areas of Specialization

Jacobson Jarvis and Co works with a broad range of nonprofits, including organizations focused on:

• Environment and conservation
• Human services and social services
• Arts and culture
• Education and private schools/colleges

Types of organizations served include:

• 501(c)3 organizations
• Foundations and charities
• Private schools and colleges
• Social clubs
• Museums
• Social welfare organizations
• Church and religious organizations
• Labor and agricultural organizations

Geographic Reach

• Originally founded to serve nonprofits in the Puget Sound and Pacific Northwest region.
• Expanded in 2020 by joining with a like‑minded CPA firm in Southern California.
• Now serves nonprofit organizations headquartered on the West Coast, while maintaining a strong focus on the Puget Sound region.

Client Relationships

• Emphasizes long‑term relationships, low staff turnover, and strong client satisfaction.
• Many team members serve or have served nonprofits as board members, volunteers, or consultants, reinforcing the firm's understanding of nonprofit needs.

Core Service Areas

Audit Services

• Financial statement audits tailored to nonprofit organizations.
• Single audits and other compliance‑driven engagements for organizations receiving government or grant funding.
• Insight and guidance beyond the audit report to help organizations grow and thrive after the audit process is complete.

Tax Services

• Preparation of federal and state information returns for nonprofits and not‑for‑profit entities.
• Assistance with navigating the complex nonprofit tax code and regulatory environment.
• Ongoing support to help organizations understand their tax reporting responsibilities.

Consulting Services

• Financial health check‑ups for nonprofit organizations.
• Assistance with strengthening internal controls and financial processes.
• Support with understanding, organizing, and improving financial data and reporting.

Training and Education

• Board and staff training on governance, financial reporting, and tax‑related issues affecting nonprofits.
• Workshops and presentations at nonprofit conferences and sector events.
• Educational sessions designed to help nonprofits "work better, not harder" in their financial management.

Who These Services Are For

Jacobson Jarvis and Co serves a wide range of nonprofit and not‑for‑profit organizations, including:

• 501(c)(3) charities and public benefit organizations
• Family and community foundations
• Private schools and colleges
• Social service organizations and human services agencies
• Museums and arts organizations
• Social clubs and social welfare organizations
• Religious and church organizations
• Labor and agricultural organizations

Clients range from small nonprofits and family foundations to large organizations headquartered in the Puget Sound region and across the West Coast.

Seattle, Washington Office

• Address:
• 200 1st Ave W
• Suite 200
• Seattle, WA 98119

This office primarily serves nonprofit and not‑for‑profit organizations in the Puget Sound region and the greater Pacific Northwest.

La Verne, California Office

• Address:
• 2175 Foothill Blvd.
• Suite C
• La Verne, CA 91750

This office extends Jacobson Jarvis and Co's nonprofit accounting services to organizations in Southern California and along the West Coast.

Online Tools and Portals

The firm's website provides links for:

• Online support
• Client portal access
• Online payment
• Newsletter sign‑up

For specific questions about services, availability, or to start a new engagement, organizations should contact the firm directly by phone, email, or the website contact form.

Names West Coast and Pakistan as a service area. Areas beyond these are not published.

Ask anyway — the agent will say plainly that it is not published rather than guess.