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 Jones, CPA has been successful in filing a 1045 loss on my 2008 tax return, resulting in getting my past five years of federal income taxes returned to me. I appreciate Jerry’s direct approach to the IRS tax laws and his professionalism, and knowledge in dealing with the IRS. Jerry has been a wonderful educator to me in IRS tax laws, and refund amounts available through new IRS rulings. I would strongly recommend Jerry to any Business owners or individuals requiring an in debt knowledge of the IRS laws and rulings. Thanks Jerry for getting my refunds for the past five years"!
Michael Goodwin

Don’t take the Bait; Avoid Phishing and Malware to Protect Your Personal Data

“Update your account now.” “You just won a cruise!” “The IRS has a refund waiting for you.”

In the cyber world of phishing, the sentences are “bait” – lures from emails, telephone calls and texts all designed to separate you from your cash, your passwords, your social security number or your very identity.

college studentsID THEFT & YOUNG ADULTS

Young adults entering college or taking on new jobs are met with many new responsibilities. One task they must master is personal data safety.

In this Investigator Insight, we list the items of identification that need protection and tips for keeping them secure.

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Getting Help from a Financial Professional

senior financial planningAre you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business, or a career change? Too busy to become a financial expert but needing to make sure your assets are being managed appropriately? Or maybe you simply feel your assets could be invested or protected better than they are now.

These are only some of the many circumstances that prompt people to contact someone who can help them address their financial questions and issues. This may be especially true for women, who live longer than men on average and therefore may face an even greater challenge in making their assets last over that longer life span. In fact, one study found that women often value advice from a professional in their financial decision-making even more than men do.*

When can I remove private mortgage insurance (PMI) from my loan?

To remove private mortgage insurance (PMI) that you pay on your mortgage loan, you must be up to date with your monthly payments. These rules apply to mortgages closed on or after July 29, 1999. Federal law generally provides two ways for you to remove PMI from your home loan: canceling PMI or PMI termination.

Beware of Pickpockets on Vacation

Ifraud alert cpa jerry jonesf you're planning a vacation in the near future, especially an overseas trip to a large city, you may have the misfortune of bumping into pickpockets — literally. These petty thieves often work in teams and many are experts at the game. The team might include one person who selects the victim (the "steer"), another who creates a distraction (the "stall"), another who performs the actual theft (the "mechanic"), and another who receives and races off with the stolen goods (the "runner"). Unsuspecting tourists may not realize they've been scammed until after the snatch. Upon return to their hotel room, vacationers may sadly discover that their passports, credit cards, and currency have been stolen. By then it may be too late to recover quickly.

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