Financial Services

Our Financial Services

Thomas C. Jones, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Thomas C. Jones, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Financial Planning


Thomas C. Jones, CPA's goal is to help you reach your financial goals and maintain financial independence. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Thomas C. Jones, CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

Audits, Reviews and Compilations


Thomas C. Jones, CPA's financial statement services comprise all three levels of assurance depending on your company's needs.

Audits


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Business Valuation


The range of needs for valuing businesses continues to widen, and Thomas C. Jones, CPA can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Tax Planning and Return Preparation Services


At Thomas C. Jones, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently tax laws. We are knowledgeable and up to date on the tax laws.

Payroll Services


Thomas C. Jones, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Make Thomas C. Jones, CPA your first and only choice for financial wisdom and planning. Call today to learn more or to schedule an appointment.

Share by:
"