Jones & Company provides a wide range of services to individuals and businesses in a variety of industries. We strive to give our clients the greatest tax benefits through effective planning by understanding where they are today, where they want to be in the future, and how to get there. We are dedicated to providing our clients with financial peace of mind.
Tax Preparation Management
At Jones & Company, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Jones & Company's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.
General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Cash flow budgeting and forecasting
Personal financial statements
Corporate and Limited Liability Company tax planning and return preparation
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Jones & Company can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Jones & Company can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
No one can predict the future perfectly, but we can all benefit from planning for it. Jones & Company combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Financial and Retirement Planning
Jones & Company's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jones & Company can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.