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Jones Accounting Associates provides a wide range of services to individuals and businesses in a variety of industries. At Jones Accounting Associates, 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.

Our professional services include:

Individual and Business Tax Return Preparation

Whether you are an individual, married couple (with or without children), or business owner (self-employed, franchise owner, or otherwise), we have the knowledge and expertise to prepare your tax return. Most important, we know how to keep as much of YOUR hard-earned money in YOUR pockets!

Go to Our Forms and get started today!

IRS Representation

Have you ever received an IRS or State tax notice? From the moment you see that envelope, you panic and wonder, "what am I going to do about this"? Or, "How did this happen"? This is exactly why Jones Accounting Associates feel "PEACE OF MIND IS PRICELESS", because we KNOW we can help!

IRS/State Resolution & Representation Services include, but are not limited to:

  • Installment Agreements (Personal & Business)
  • Requesting an IRS account to be considered Currently Not Collectible
  • Preparation of an Offer in Compromise
  • Innocent Spouse Claims
  • Audit Representation
  • Release of Levy/Garnishment(s)
  • Release of Lien(s)

Included in our preparation fees is the guarantee of accuracy. We stand behind our work! If for any reason an IRS or State tax notice is received on a return we prepare, we will review everything to correct it. However, if additional research is necessary to resolve the issue, there may be a fee.

We will represent you before IRS and/or a state taxing agency on ANY tax returns prepared by other agencies, for a fee.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Jones Accounting Associates's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Jones Accounting Associates offers the following solutions to help meet your QuickBooks needs:

  • Installation & Setup:
    We will come to your office and install QuickBooks on your business computer or on a network environment, in either single- or multi-user mode. Setup includes EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

  • Personal Training:
    We train you personally! One-on-one or several individuals within your organization at your company's location.

  • Support:
    Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

  • Review:
    Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Jones Accounting Associates can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

  • Set up your company, or convert your records to QuickBooks Online
  • Clean-up disorganized accounts (Corporation, Partnership, Non-Profit, etc.)
  • Reconcile checkbook records
  • Provide on-site training for you and your staff

We can provide a monthly and quarterly review of your company and make recommendations to increase your own efficiency in QuickBooks.

Our experienced staff will guide you in the selection of the best version of Quick Books for your growing business, help you set it up and then train your staff. We then monitor the postings and help you make management decisions based on reliable data.

Payroll Services

Keep your mind on running your business while we take care of Payroll! Jones Accounting Associates' 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.

  • Setup and maintain all payroll records
  • Weekly, Monthly, Quarterly, Annually - it's your choice
  • Timely filing of all state and federal tax returns

Better yet, if you prefer to learn how to setup and maintain for yourself, we can teach you what you need to know! Heather Miller, our Payroll Services Specialist, is here to help! in the meantime, check out these Payroll FAQs for some quick answers

Call today, or click the link below to request information.

Business Consultation

Are you:

  • Starting a new business
  • Taking over a business
  • In an established business, but have questions
  • Considering a change in your current business arrangement

There is always something that can be done to maximize your tax structure! Kathy Jones, and the staff at Jones Accounting are the authority in knowing how to do business best! In the meantime, check out our Business Basics page to get you started.

Call today to setup schedule an appointment or request an appointment online - either way, we can get you started!

Retirement Planning

It's time to retire!!

  • How do I plan for retirement?
  • How do I maintain a steady income
  • How do I NOT lose what I have to the federal government in taxes?

If you ask yourself these questions, and don't know the answers, then Jones Accounting can help! Schedule a consultation appointment today and get started on the rest of your life!

Download a Retirement Planning Information Sheet here. Call today to setup schedule an appointment or request an appointment online - either way, we can get you started!

Non-Profit Consultation

Consultation services for successful setup and implementation of your non-profit organization are available. We can assist you with bookkeeping and additional business tips for getting the most for and out-of your non-profit endeavors.

Use this Non-Profit Engagement Letter to prepare for your appointment. Go to Our Forms for other worksheets and resources.

Call today to setup schedule an appointment or request an appointment online - either way, we can get you started!

Trusts and Estate Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Jones Accounting Associates's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Information Request for Services Listed Above