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We stay current with all new technology and accounting software, and we electronically file our tax returns. Our clients include very large consolidated corporations with complex accounting, tax and consulting needs; as well as high net worth individuals. Jones&Company continually stays up-to-date with tax laws affecting corporations, partnerships, non-profits and individuals. This in turn allows us to keep you in full compliance with the Internal Revenue Service (IRS) and applicable state and local tax authorities. In addition, we work diligently to ensure your financial statements are reliable, accurate, and in accordance with Generally Accepted Accounting Principles (GAAP). Our commitment to adding value is evident in the tax authority issue representation we provide to all of our clients.
We utilize effective long-term tax planning and financial planning strategies that will help your company or family grow and prosper into the long-term future. We are an independent fiduciary. Our assets are held with TD Ameritrade, allowing us to do what is best for you, as we can choose whatever investments are best for your goals. We have maximum flexibility, with no conflicts of interest on what investment products/companies to use. The market involves risk, so we help you manage the risk/reward relationship with your personal goals. All financial plans are individually tailored for you, your family or your business. We want you to keep your hard earned money and invest it in better ways, and be able to plan for the future. We have a partnered alliance with a premier law firm that specializes in estate and business law, a bookkeeping company, and a payroll service provider. We are happy to schedule a meeting together with one of our CPA's/Financial Advisors, along with one of these partnered professionals.