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

12 Ways to Keep Your Money Safe Online

We do a lot with our money online, from shopping and transferring funds to tracking our budget. To make sure you’re keeping it safe, along with your personal information that would allow someone to hack into your accounts, you’ll want to take some precautions. Here are a dozen tips from privacy and security experts on how to protect your money when banking and shopping online.

1. Look for FDIC-insured accounts

When using online bank accounts, which often offer competitive interest rates on savings accounts, you’ll want to make sure your short-term savings are in FDIC-insured accounts. This means the government insures the money for up to $250,000 per owner.

How to Avoid Paying 21 Annoying Fees

Everyone has a story about an outrageous fee triggered by an otherwise ordinary transaction. Perhaps you arrived at the airport only to learn that your carry-on bag was too big—and were forced to pay $100 to check it. Or you inadvertently overdrew your checking account by a few dollars and got dinged $35 by your bank. Or maybe you were on a beach vacation and your hotel tacked on a "resort fee" of up to $50 per night to cover "amenities."

You can't avoid all such fees, but you can sidestep plenty of them with some foresight. Use these tips to keep hundreds—or even thousands—of dollars in your pocket.

7 Reasons Why Your Client Might Need A Revocable Trust

A revocable trust can be an extremely powerful and flexible estate-planning tool.  One of the questions we get asked from advisors all across the country is, “does my client really need a revocable trust?” Some people believe that revocable trusts are oversold, while others believe they’re underutilized.

22 Stupid Things You're Doing with Your Credit Card

Avoid these plastic mistakes

Credit cards are often vilified for the enticing ease with which you can get them, and the high interest rates you sometimes pay. However, in some cases you really do bring your problems on yourself. While the best credit cards can offer helpful rewards and provide you with a valuable financial tool, their misuse can end in heartache and large amounts of debt. Even the smartest among us are guilty of some of these stupid credit card mistakes.

Women and Financial Decisions

women and financial decisionsBy Lacey Tompkins

Did you know that 40% of women ages 55-70 are very confident they have made the right (financial) decisions in the past few years, which was found in a recent survey by Ameriprise Financial? According to another recent study, men are more likely to make changes to their 401(k)’s versus women, meaning that men react faster than women when it comes to making financial decisions. Another interesting fact found in this study is that because women are less likely to make changes to their portfolio, women, overtime, earn a better rate of return compared to men for that reason.

What does this mean? It means that women have the tendency to make smart financial choices, including seeking out professional help and guidance so they are more likely to succeed. Having low confidence and being slow to react to the market appears to be a positive characteristic.

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