Terry Jones & Associates CPAs Back to top

Services

Terry Jones & Associates, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Terry Jones & Associates, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Accounting Services and QuickBooks

We are committed to preparing timely and accurate financial information that facilitates effective, continuing operations for our clients. Whether deciding to finance an expansion or evaluate current operations, relevant and efficient financial information is valuable to the needs of businesses. We provide a variety of accounting services including the following:

  • General ledger and financial statement preparation
  • QuickBooks Pro Advisors (Setup, Training, and Support)
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Budgets, forecasts, and projections
  • Personal financial statements

College Planning Services

College selection and funding are among the most critical decisions today's families face. We want to assist the high school and college guidance counselors by assisting our clients with both tax advice and financial aid advice for today's college-bound students. We can assist in the completion of the FASFA forms and applications.

IRS and State Tax Audits

We will work with you to answer any request for information from the IRS or a state taxing authority. In many cases, we can work with the auditor and limit the amount of information given, or the opportunities to learn more than requested. Of course, you are ultimately repsonsible for having the documentation to support any tax deduction you claimed, or income you received.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs-from issuing the payroll checks to filing the necessary tax returns.

Business Valuation Services

ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements... In these cases, you need to know what your business is worth. Rely on your firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisisions.

Types of Businesses with which We Have Significant Experience

  • Advertising Agencies
  • Appraisal Companies
  • Attorneys
  • Cabinet Makers
  • Churches
  • Construction Contractors (commercial, residential & specific trades)
  • Dentists
  • DMEs
  • Engineers and Architects
  • Manufacturing
  • Mortgage Companies
  • Not-for-Profit Organization
  • Nurseries
  • Pharmacies
  • Physicians
  • Realtors and Real Estate Agents
  • Real Estate Developers
  • Restaurants
  • Retail Businesses
  • Steel Fabricators
  • Title Companies
  • Tool and Die Makers
  • Trucking Companies

Information Request for Services Listed Above