About Jacoby and Handley, PLLC
<p>Founded in 1991, Jacoby and Handley, PLLC is a CPA firm based in Vero Beach on Florida’s Treasure Coast.</p> <p>The firm’s office is located at 3383 Ocean Dr. Casper (“Kip”) Jacoby owns the practice and works as a key auditor. Clients work directly with Kip Jacoby and the team for day-to-day accounting and audit needs.</p> <p>Along with audit work, Jacoby and Handley, PLLC handles tax preparation, financial planning, and business consulting for individuals and businesses in the Vero Beach area. The difference here is the owner-led model, with Kip Jacoby staying closely involved from initial questions through final deliverables.</p> <ul> <li>CPA services in Vero Beach and the Treasure Coast region</li> <li>Audit services, including retirement plan-related work</li> <li>Tax preparation</li> <li>Financial planning</li> <li>Business consulting</li> </ul>
Website: https://business.indianriverchamber.com/list/member/jacoby-and-handley-pllc-5292
Founded: 1991
Office Locations
- Vero Beach, FL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $357.2M
- 401(k): 10 plans, $357.2M AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| FLORIDA CRYSTALS CORPORATION SAVINGS AND INVESTMENT PLAN | FLORIDA CRYSTALS CORPORATION, FL | $87M | 1,123 |
| FLORIDA CRYSTALS CORPORATION PENSION PLAN | FLORIDA CRYSTALS CORPORATION, FL | $83M | 289 |
| PIPER AIRCRAFT, INC. RETIREMENT SAVINGS PLAN | PIPER AIRCRAFT, INC., FL | $80M | 1,275 |
| FLORIDA CRYSTALS CORPORATION RETIREMENT SAVINGS PLAN | FLORIDA CRYSTALS CORPORATION, FL | $42M | 218 |
| SUGAR CANE GROWERS COOPERATIVE OF FLORIDA 401(K) PLAN | SUGAR CANE GROWERS COOPERATIVE OF FLORIDA, FL | $41M | 584 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $32M | 489 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $30M | 1,569 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $20M | 1,211 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $18M | 92 |
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