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?
"Our business consists of multiple entities, in several states and industries. Jerry has helped minimize taxes, reporting and operational headaches by customizing our structure by state. Besides daily activities, Jerry has helped greatly in structuring large transactions with third parties. He's great about planning for the future while addressing today's operational needs. Some days he's a little cranky though".
RJB

What is a Portal?

Reliable, secure access to confidential documents
Collaborate with Clients and exchange files with confidence

Did you know it is already illegal in several states to send email attachments without sufficient protection, and more are expected to follow. In addition, almost all states require full disclosure if a security breach occurs. To protect your personal documents and your company's business documents I have collaborated with my tax software company (ProSystem fx) to set up this personalized portal for my clients.

    • Saves you the time and money it costs to physically exchange paper documents or DVD's.
    • Offers a secure digital point of access to safely store and exchange paper files, saving the costs of implementing a complicated data encryption scheme.
    • Let's you and I upload electronic documents and files to your personalized Portal, immediately and securely.
    • Allows document transfer between us in both directions, from anywhere there is an Internet connection.
    • Lets each client access all the Portals they are authorized to use, by logging in just once.
    • With your personalized Portal you will experience unmatched convenience through instant access to your documents — including tax returns, financial statements and other sensitive documents.
    • Works as a stand-alone application.

Click to Continue to Your Personal Portal


Jerry Jones, CPA
The "Tax Planning" CPA

A Professional Corporation
4600 Kietzke Ln, Suite E-148
Reno, NV 89502

775.828.0767
fax 775.348.9518
jerry@thetaxplanningcpa.com

Member of AICPA, Member of CA Society of CPA’s, Member of NV Society of CPA’s and Member of Certified Fraud Examiners Association

 

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