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 has been completing my very complex tax returns for the past 10 years. He is an efficient, effective and highly competent CPA who returns great value for services performed. I highly recommend him to anyone seeking such expertise”.
Dennis F. Taxpayer

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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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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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.*

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9 Important Ages for Retirement Planning

Thinking about the rest of your life — especially in terms of your finances — can be a scary but exhilarating proposition. Assuming it turns out to be as long of a time period as you would like it to be, thinking about it all at once can be daunting. However, breaking your life into nine stages can help you compartmentalize your retirement-planning process so you can take your goals one step at a time.

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