Our Story

Our Story

Since 1998, JFG Tax Services has helped individuals, families, and sole proprietors with their tax preparation needs. JFG Tax Services takes a different approach to tax and financial management than most financial professionals who focus on products or those who have limited areas of experience – we aim to bring financial order to the increasingly time-strapped lives of the clients we serve. JFG Tax Services works tirelessly to ensure that our clients’ tax needs are thoroughly addressed and reviewed, and we are dedicated to always trying to find the right solution for our clients' unique situations.

Jeff Jacobson, the founder of JFG Tax Services, brings over 20 years of tax, investment, operations, and management experience to JFG Tax Services having worked at a CPA Firm, a national investment firm and a large East Coast life insurance company in addition to several large global retailers. Jeff is a graduate of the University of Wisconsin-Eau Claire with a degree in Business Administration and Economics. He also received an AA degree, from the Community College of the Air Force, while serving eight years in the military. Jeff is a Registered Tax Return Preparer, a member of NATP and holds Series 6,7,24,26,63 and Series 65 securities registrations. He also holds life and health insurance licenses and serves clients across the nation.

Jeff lives in O’Fallon, Missouri with his wife; their three children and one grandchild. In his spare time, he enjoys hiking, fishing, golfing, spending time with his family and volunteering around church and the community.

Our Services

JFG Tax Services offers a variety of services to meet the financial needs of every individual and business.

Tax Preparation and Planning

With tax laws changing every year, it can be a challenge to keep on top of the particular changes that affect you and your business. Let our tax experts prepare your individual and business tax returns and advise you on ways to minimize your tax liability.

Retirement Planning

To learn how we can help you financially prepare for a full and active retirement, please visit our Jacobson Financial Group Investments & Insurance website.

Financial Planning

To learn how we can help you plan to achieve your financial goals, please visit our Jacobson Financial Group Investments & Insurance website.

Insurance Planning

To learn how we can help you choose insurance products to protect your family and property, please visit our Jacobson Financial Group Investments & Insurance website.

Investment Management

To learn how we can help you make sound investment decisions, please visit our Jacobson Financial Group Investments & Insurance website.