Tax Preparation and Compliance

Our tax experts guide the tax preparation process by indicating the documentation needed for thorough tax return preparation, while simultaneously seeking tax deductions and credits to minimize your tax liability and maximize your return potential.

The Jones & Company team regularly monitors federal and state tax laws to keep abreast of constantly changing rules and regulation. Our knowledge of current tax law and technical expertise ensures the return we file for you is accurate, so you pay exactly what is owed (no more, no less) as well as compliant, so all tax obligations are met.

Individuals 

Services include preparation and review of Form 1040 and all related schedules, preparation of state and local tax returns, estimated federal, state and local tax payments, necessary correspondence, and other assistance.

Tax planning is available to be completed before the end of the year to assure that all eligible deductions and tax credits are addressed to minimize the tax consequence.

Businesses

We prepare the federal, state, and local returns, if necessary, for all types of businesses whether you are Self-employed, a Partnership, LLC, LLP, LP, C Corporation or S Corporation.

Not-For-Profit Entities

We help you meet your annual obligation to the IRS of filing the appropriate Form 990 return.

Trusts and Estates

We understand the correlation between fiduciary and income tax rules for trusts and estates, and accounting for income and expenses. Our professionals will complete the requisite Form 1041 to minimize the tax liability of your trust, estate, or beneficiary.

We also prepare the federal Estate and/or the Pennsylvania Inheritance tax return should the need arise.