Jacobs & Jacobs is a modern advisory firm offering Concierge Executive Finance Solutions designed for individuals, families, and businesses seeking elevated, comprehensive guidance in finance, tax, and real estate. Though newly established, Jacobs & Jacobs is built on a foundation of deep expertise, generational knowledge, and a shared commitment to excellence.

 

The firm was founded by Roger Jacobs, EA, CPA, MBA, a seasoned financial professional who began his career in public accounting in 1985. Over the course of four decades, Roger has served a diverse portfolio of clients ranging from small businesses to high-net-worth individuals, helping them navigate the complex financial landscape with clarity and confidence. As an Enrolled Agent admitted to practice before the IRS, he has consistently delivered strategic tax planning that has saved clients millions of dollars, leveraging a sharp understanding of both regulatory frameworks and long-term financial growth.

 

Roger is joined by his daughter, Heather Jacobs, JD, REALTOR®, whose legal background and real estate licensure bring a unique, forward-thinking dimension to the firm’s advisory model. Heather holds a Juris Doctorate and is actively licensed in real estate, enabling her to advise clients not only on legal considerations and risk management, but also on property investments, asset structuring, and market-driven strategies. 

 

Together, Roger and Heather Jacobs are redefining what it means to deliver financial consulting. Jacobs & Jacobs offers more than transactional services—it’s a relationship-driven firm that acts as a trusted partner in every phase of your financial life. From advanced tax planning and entity structuring to real estate acquisitions and estate strategies, every solution is tailored to your unique goals and long-term vision.

 

At Jacobs & Jacobs, we are committed to delivering sophisticated, high-touch service rooted in integrity, discretion, and results. Our mission is simple: to set you up for success—now and for generations to come.