Our Tax Plan Approach

Jones & Company creates custom tax plans for every business and individual to ensure they remain compliant with regulations, while maximizing the benefits to increase their organizational and personal wealth. Your tax plan is a roadmap for you, your family, and your business to follow. Our tax planning occurs throughout the year because tax credits and incentives can change throughout the year or may be available during short windows of time. We monitor financial gains, recently passed legislation, and study proposed legislation so we can enact strategies when a deduction or credit becomes available.

Our Services Include:

We support corporations, partnerships, limited liability companies, not-for-profits, retirement plans, and individuals with:

  • Income Tax Planning
  • Tax Projections & Estimates
  • Federal, State & Local Return Preparation
  • Sales & Use Tax
  • State & Local Tax Inquiries
  • Compensation & Benefits Studies
  • Benefit Plan Analysis
  • Payroll Tax Filings & Sales Tax Returns
  • Nexus Issues
  • Cost Segregation Studies
  • R&D Studies
  • ESOP Services
  • International Tax Services
  • Succession, Transition & Exit Planning
  • Financial & Retirement Plans
  • Gifting Strategies, Estate Plans & Trusts
  • Family Wealth Transfers
  • IRS Communications & Representation

Impact Your Bottom Line

How much you earn is one component of running a business and building wealth. How much you keep is another. Taxes have a substantial impact on net profitability; our professionals are trained in complex and often difficult to understand issues, including tax incentives and credits. Team members possess a diverse background and extensive experience working with federal, state, and local taxing authorities. We continuously add to that knowledge through intensive continuing education.  Jones & Company advisors take a proactive approach resulting in a lower tax bill and greater peace of mind.

Time is the Biggest Key

Time is an important element in tax planning. It enables you to leverage gifting strategies, defer income taxes, and position you to better evaluate the post-tax implications of decisions.