Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that understands your business, that works in all 50 states and is there for you when you need him?
“Jerry is one fantastic CPA! He has been my professional tax planner/preparer for over 20 years. As my professional and personal life has went through changes Jerry has always been there to help me navigate and plan for my tax strategies”.
IRA R., EVP, Marvel Entertainment

raising market stock economy financial planningMarket Update

Certainly you have noticed that market volatility has increased substantially since August 2015, and 2016 has started out as a very bumpy ride in the domestic and world markets. At this point, our economy is projected to have mild growth in 2016, yet markets may be signaling a less sanguine outcome. As we follow a determined discipline to reduce risk when appropriate, the last 6 months have created the rationale to increase safety and reduce risk. This Is not timing the market, but it is recognizing that there is economic change a foot. When we consider the huge reduction in oil prices, a weaker European economy, China slowing down economically, an extraordinary US political cycle and as a result- how the US economy responds to these challenges. These unknowns create an opportunity to significantly reduce risk and increase safety in portfolios. Markets never like uncertainty. It is important to operate as an investor considering “what Is”, but not be controlled by emotions that the talking heads constantly create through severely negative language and alarmist messages.

family security irs identityTalk to Your Family about Security Online and at Home

From the IRS.

For families with children and aging parents, it’s important to make sure everyone guards their personal information online and at home.

It may be time for “the conversation.”

The IRS, state revenue departments and the tax industry have teamed up to combat identity theft in the tax arena. Our theme: Taxes. Security. Together. Working in partnership with you, we can make a difference.

Are Things Different Today?

It is understandable that people are emotionally attached to their investment portfolios. After all, it is their hard earned money! However, because of these emotions and because of the turmoil in the world today, some investors are starting to think things have changed and that historical market trends no longer serve as a guide to the future.

Lease vs Buy Explained

Which is Better: Leasing a Car or Buying a Car?


The answer is — it depends. It’s not possible to simply say that one is always better than the other because the answer depends on the specifics of each individual situation, which we will explain further.

Leasing a car is a great option for some people, but not for others. Some will not qualify because of credit, income, or other requirements. Therefore, if you are considering leasing, it’s important to know how to determine if a lease is a good option for you, or if you qualify.

Seven Steps for Making Identity Protection Part of Your Routine

The theft of your identity, especially personal information such as your name, Social Security number, address and children’s names, can be traumatic and frustrating. In this online era, it’s important to always be on guard.

The IRS has teamed up with state revenue departments and the tax industry to make sure you understand the dangers to your personal and financial data. Taxes. Security. Together. Working in partnership with you, we can make a difference.

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