220 John Knox Road
Tallahassee, FL 32303

Tax and Accounting Consultants, P.A.

(850) 386-1065

 
Sit, Stay, Rollover: A Guide to IRA Rollovers An Arm and a Leg The New Wild West: Bitcoin What to Do When You Lose Your Wallet

Thank you for visiting our website

Tax and Accounting Consultants, P.A., started by William E. Jones, MSBA, EA, CPA over 25 year ago, is a full service Accounting firm focused on Small Business and Personal Accounting and Tax Services. Our expertise lies in larger, more complex tax returns and planning. As Enrolled Agents, we are licensed to conduct business anywhere in the world. Whether it is an IRS Audit, a complex Tax Return, or starting up a business, having this understanding and experience on your side is invaluable.

We are business owners just like you. We have the same bills, payroll problems and daily struggles to stay ahead of Federal, State, County, and City taxes and regulations. We understand… we can HELP and… we can save you money on taxes!

Tax and Accounting Consultants, P.A. offers a comprehensive package of tax preparation, planning and representation, accounting and bookkeeping services, retirement plan* development and implementation tailored to fit your business or individual needs. We take a very hands-on and easy to understand approach to ensure you are well informed.

With Tax and Accounting Consultants P.A . you can expect flexible scheduling, timely turn around and affordable fees. Our expertise covers a variety of businesses and industries, from sole proprietors and self-employed to small and mid-sized corporations, established or startup. As a Certified Public Accountant firm we are licensed by the State of Florida to handle many of your accounting and financial needs.

“"I can provide you with important tools and information that will help you run and grow your businesses. If for some reason I cannot assist you, I will refer you to someone who can. You will be well served.”

William E. Jones

We welcome any questions or comments you may have. Feel free to contact us at any time:

Telephone:

  • (850) 386 - 1065

Fax:

  • (850) 386 - 3535

Email:

Tax and Accounting Consultants, P.A.
220 John Knox Road
Suite 2
Tallahassee, FL 32303

You can also send us a message directly through the contact page of this website.

*These services are offered by William E. Jones through his affiliation with HD Vest Investment Services.

 

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

View all videos arrow