Broker Check

230 John Knox Road, Suite 1
Tallahassee, FL 32303

LinkedIn

Bill Jones

850-386-1065

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Tax Management Strategies

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow