Jeri L. Jones, CPA

Services

Accounting Services
Our Firm offers a complete range of accounting services including financial statement preparation, computer software setup and training, complete tax services and payroll management.

• Bookkeeping/Write-Up: Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
  
  
• Cash Flow & Budgeting Analysis: Our firm offers expert cash flow and budgeting analysis that can help you better manage your business. Many of our clients state that these value-added services are indispensable.
  
  
• Financial Statements: Our firm prepares professional financial statements prepared using GAAP or Other Comprehensive Basis of Accounting (such as Cash Basis or Tax Basis).  We can also prepare custom analysis that can help business owners and managers eliminate inefficiencies and realize a businesses full profit potential.
  
  
• Reviews and Compilations: Our firm offers full Review and Compilation services for small to medium sized firms.

Tax Services
Our firm has several years of experience in the preparation of individual, corporate, partnership, and fiduciary federal, state, and local tax returns.  We also offer services in connection with tax planning and audit support.

• Individual Taxes: We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.
  
  
• Corporate Taxes: Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law
  
  
• Estate, Gift And Trust Tax Return Preparation: Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.
  

Business Consulting
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business.

• Payroll Services:
  Our firm offers a highly personalized, professional payroll service specifically designed for your business. Over the years we have strived to offer our clients the highest quality professional services with the utmost personal care. You will find the same level of unsurpassed commitment from us in satisfying your payroll needs. You will also benefit from the overall professional acumen of our firm and our intimate knowledge of your total financial picture.
  
  
• Incorporation And New Business Analysis: Our firm can help you set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose.