We offer income tax and estate planning services. We prepare tax returns for you, your business entities, and your family. We advise you how to structure transactions to minimize the tax cost.
An important element of our service is the coordination of your investment program. As investment supervisors, we do not select specific stocks but rather, we oversee the performance of investment managers.
As your business and financial managers, think of us as the conductor of an orchestra: The members of your orchestra include your attorney, bankers, stockbrokers, insurance professionals, managers, agents and others as required.
Why Choose PJFS?
- Few business management firms offer tax planning and compliance services where the lead partner was a senior tax partner with a “Big 8” firm for approximately 20 years. Page was the head of the second largest tax department in the entire firm. Formal education is important. Practical experience in sophisticated areas of tax law is critical. Tax consulting and investment supervision represent close to 50% of our practice.
- Most business management firms start small, and as they grow, they eventually look to being bought out by a large conglomerate where developing new clients and increasing client fees becomes a necessity. We are not available to be purchased. We are not looking to expand our client base through mergers or acquisitions. We are what we are—a boutique firm—and enjoy being just that!
- Clients dislike employee turnover on their accounts. We value our employee base and treat our personnel fairly and with respect. Because of this, almost all of our employees have been with us for over 20 years. This statistic includes both professional as well as administrative personnel. For example, the administrative group averages over 25 years with the firm, the shortest term for any administrative employee being 22 years. On the professional side, the average term is more than 20 years.
- Page Jenkins was a registered investment advisor for ten years. He currently supervises and oversees the performance of significant portfolios.
- Client retention is important to our firm. We have a select group of clients who, on average, have been with the firm for approximately 24 years.
- We DO NOT charge on an hourly or percentage of income basis. For all areas of our practice (tax, investment supervision, and business management), we charge on a fixed monthly retainer basis.
One of the unique features of PJFS is that we offer extensive estate planning services through our association with Page Jenkins, C.P.A. Page’s background includes more than 20 years with Arthur Young & Co. (now called Ernst & Young), where he specialized in tax planning as a partner in that firm.
We offer income tax and estate planning services. In addition, we prepare tax returns for you, your business entities, and your family, as necessary. Income tax planning takes place throughout the year. We advise you on structuring transactions to minimize the tax cost and thus maximize profit potential. We also handle governmental audits for our clients.
An important element of our service is the coordination of your investment program. As investment supervisors, we do not select specific stocks but rather, we oversee the performance of investment managers. We consistently monitor their performance. Be assured, those who perform will stay; those who don’t, go!
A key ingredient of our investment supervisory service deals with “asset allocation.” We help you maintain a realistic (and safe) allocation so that you can meet your short and long-term investment objectives.
As part of our assistance with asset allocation, we help you allocate your investment dollars between investment managers. Having one firm invest all your funds may not be in your best interest. The competition is good! Different investment strategies aid in the diversification process, a critical element in most plans.
As your business managers, think of us as the conductor of an orchestra: the members of your orchestra include your attorney, bankers, stockbrokers, insurance professionals, managers, agents and others as appropriate. As the conductor, PJFS takes responsibility for creating and overseeing your financial plan and for coordinating the activities of other professionals to make certain that all of the necessary functions related to your financial plan are carried out accurately, on a timely basis and with a minimum of inconvenience to you.
We help you create a realistic financial plan and budget for the short and long term. This function involves not only tax planning but also cash flow budgeting, financial forecasting and longer term estate planning. Full business management services include bookkeeping (paying bills, collecting and depositing funds due you as well as the preparation of appropriate financial reports).
Other important services are covered within our business and financial management group. For instance, we review your insurance needs, refinance home mortgages, coordinate the purchase or remodeling of your residence and buy or lease automobiles or other important personal or business assets.
About
Page Jenkins Financial Services, Inc. (PJFS) is a full service business management firm that provides financial, tax, and estate planning as well as investment supervisory services for its clients through an affiliated group of companies. These companies include a C.P.A. firm (for tax planning), and a business management firm for those clients desiring bookkeeping, accounting, budgeting and cash flow planning, in addition to tax and investment advisory services.
While many business management firms limit their services to individuals in the entertainment field, our client base extends beyond this limited arena to include lawyers, corporate executives, professionals and other high net worth individuals needing all or a portion of our services. Not all clients require full business management services. Some want to perform the bookkeeping function independent from our office, having our firm involved in tax advice, cash flow planning and investment supervisory services.
Page Jenkins
Page Jenkins is a CPA and business manager. After completing his education at USC, Page joined an international accounting firm, Arthur Young & Co. In addition to working in their New York office tax department, he was the partner in charge of the Beverly Hills and Orange County tax departments where he was a tax partner for twenty years. He left that firm to open PJFS.
In addition to being a CPA who specializes in taxation, Page was a registered investment advisor for more than 10 years where, as part of his services to his business management clients, he managed a “fund of funds.” This fund invested in various hedge funds that specialized in certain diverse sectors of our economy as well as international investments.
The Team
Supporting Page is a group of senior managers having a combined experience in their respective fields in excess of fifty years. Working with the managers is a support staff consisting of accountants and administrative personnel.
In order to provide consistent and timely service to our clients, as part of our internal control procedures, each client is not only assigned to a senior manager and bookkeeper (primary team), but also to a back-up team. This back-up team will have sufficient general knowledge about the client’s activities so that they can service the client’s needs during a period where a member of the primary team might not be available (sickness, vacation, etc.).