Tax & Accounting Consultants, P.A. provides a wide range of services to individuals and businesses in a variety of industries. We strives to meet each client's specific needs in planning for the future and pursuing their goals in an ever-changing financial and regulatory environment.
Our professional services include:
- Tax Management Services
- Assurance and Advisory Services
- Estate and Trust Planning and Tax Preparation
- IRS Representation
- Cash Flow and Budgeting Analysis
- Debt and Finance Advising
- Accounting Services
- Financial and Retirement Planning
- Entity Selection and Restructuring
- Employee Benefits, Pension, and Profit-Sharing Plans*
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments*, and employee benefit and profit-sharing plans*.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
- Litigation support
ASSURANCE AND ADVISORY SERVICES
At Tax and Accounting Consultants, P.A., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Debt and finances advising
Tax and Accounting Consultants, P.A.'s financial statement services comprise all three levels of assurance depending on your company's needs.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
ESTATE AND TRUST PLANNING AND TAX PREPARATION
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Tax and Accounting Consultants, P.A.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
FINANCIAL AND RETIREMENT PLANNING*
Bill Jones' goal is to help you pursue your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans*, insurance, tax and estate issues. Whether you are developing an investment strategy or evaluating current investments, Bill Jones can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to pursue your goals.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Tax and Accounting Consultants, P.A. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
ENTITY SELECTION AND RESTRUCTURING
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Tax and Accounting Consultants, P.A. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and
BENEFITS, PENSION*, AND PROFIT-SHARING PLANS*
Choosing and administering benefit plans for your employees is often a complex process. Tax and Accounting Consultants, P.A. can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans* with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
CASH FLOW AND BUDGETING ANALYSIS
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Tax and Accounting Consultants, P.A. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Whether your needs are corporate or personal, Tax and Accounting Consultants, P.A.'s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
*These services are offered by William E. Jones through his affiliation with HD Vest Investment Services.