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 doing my individual taxes for the past 7 years. He must be doing OK since I haven’t been audited or had to pay any fines. In addition to my regular taxes, Jerry completed the final returns for my mother’s Living Trust in California. Before taking on this task Jerry let me know that he hadn’t handled a trust, especially in California for a long time. This required Jerry to make the extra effort to research and consult with a lawyer to successfully file the IRS and California returns and to close the financial requirements of the trust. I highly recommend Jerry’s services".
Leif L., Taxpayer

Here’s How the IRS Contacts Taxpayers

Everyone should know how the IRS contacts taxpayers. This will help people avoid becoming a victim of scammers who pretend to be from the IRS with a goal of stealing personal information. 
Here are some facts about how the IRS communicates with taxpayers:

Dos and Don’ts for Taxpayers Who Get a Letter from the IRS

Every year the IRS mails millions of letters to taxpayers for many reasons. Here are some tips and suggestions for taxpayers who receive one:

Don’t ignore it. Most IRS letters and notices are about federal tax returns or tax accounts. Each notice deals with a specific issue and includes specific instructions on what to do.

Don’t panic. The IRS and its authorized private collection agencies do send letters by mail. Most of the time all the taxpayer needs to do is read the letter carefully and take the appropriate action. 

How Long Do I Keep Tax Return Files or Financial Statements Files?

This is a common question for CPA's — how long do I keep tax return files or financial statements files?  The answer is: usually for a period longer than most think.  Here are some thoughts on setting record retention periods and the reasons behind them.

The overarching principles in developing record retention guidelines and policies are disclosure, relevancy, and consistency.


Whatever record keeping protocol you use should be disclosed to clients in engagement letters, tax organizers, firm booklets or other writings sent to a client.  Those record retention guidelines must be followed until they are formally changed, for whatever reason.  This creates an appropriate expectation by the client of how long the records will be maintained and avoids unrealistic assumptions.  Upon a change to the policy another round of disclosure should be sent to the client with the changed record retention policy and a grace period to allow the client to pick up records that may be on the destruction list under the changed policy.

Taxpayers with expiring ITINs should take action now to avoid issues later

More than 2 million Individual Taxpayer Identification Numbers are set to expire at the end of 2018. Affected taxpayers who expect to file a tax return in 2019 must submit their renewal applications as soon as possible to beat the rush and avoid refund delays next year.

Save more with these tax tips for retirees

Save more with these tax tips for retirees

You might think that filing taxes gets easier once you’re ready to leave the working world behind, but in some ways retirement can actually make your tax forms even more difficult. The good news is that you become eligible for a number of tax breaks when you retire. Make sure you’re saving all the moneyyou can while you’re enjoying your post-retirement life with these helpful tax tips.

Standardized deduction bonus

Individuals over the age of 65 are eligible for an additional standardized deduction allowance of $1,550 for single retirees or $1,250 for qualified widows and widowers.

If you’re used to itemizing your deductions, it might be worth taking the standardized deduction if it can save you a little extra money.

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