Jackson Coe — Accountant in Traverse City, Michigan
JC
Services Offered
Accounting
Specialties
Financial Planning
Elder Care Planning: Help with estate and elder care financial planning.
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Tax Preparation
Business Succession & Exit Planning
Accounting
Small Business Accounting
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Tax Planning
Audit, Review & Compilation
Two levels of assurance; the firm does not perform audits.
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Business Consulting & Advisory
Bank Financing: Loan proposals with executive summary, pro-forma cash budgets and statements, and representati...
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Business Formation & Entity Structuring
New Business Formation
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Estate & Trust Tax
Estate Planning
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Financial Statements & Reporting
Cash Flow Management: Short- and long-term cash flow projections plus help obtaining a line of credit.
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QuickBooks & Accounting Software
Setup and one-on-one training at the client's location.
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About Jackson Coe
Jackson Coe joined Kindlinger & Company, PC in Traverse City, Michigan as an intern in the summer of 2025 and is now a staff accountant. Coe recently earned a Bachelor of Science in Accounting from Michigan State University, plans to obtain the CPA license next year, and was born and raised in Traverse City.
Education
B.S., Accounting
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
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