J. Campbell & Associates

Our Services

J. Campbell & Associates is proud to offer the following services:

Accounting which includes:

1. Tax Preparation - Individual and Small Business
2. Business Valuations
3. Bookkeeping
4. Business/Tax Planning
5. Trust Services
6. IRS Representation
7. Estate and Trust Planning

Financial Planning which includes:

1. Retirement Planning
2. Pension plans
3. IRA's and 401K's
4. Fee base Financial Planning and Asset Management
5. Individual and Group Health Insurance
6. Life Insurance
7. Annuities
8. CD's, Stocks, Bonds, Mutual funds, ETF's and REIT's
9. Long Term Care

Please note: We will not make any financial recommendations to our clients without first analyzing their tax return and financial portfolio.

1800 2nd Street | Suite 753 | Sarasota, FL 34236

Phone: (941) 906-1760
Fax: (941) 366-8368

Email: john@jcampbellassociates.net