Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that knows the Self Storage business, that works in all 50 states and is there for you when you need him?
Selecting a CPA goes far beyond a professional to prepare the tax return, or even to help with a little planning to reduce taxes. Jerry not only has the expertise and experience to meet and exceed the tax prep requirement, but goes far beyond with retirement planning and he advises in making business decisions that could have a tax impact in the future. What really sets Jerry apart from the crowd is that he not only has a lot of Self-Storage experience, but he cares about my business, and looks for ways to help me make MORE money. Anyone can find a CPA to spend money, but it is rare to find one that actually INCREASES my revenue…and then protects it from taxation! Jerry is a “keeper”!
RK Kliebenstein
Author “How to Make MORE Money in Self Storage”

15 Secrets You Should Never Keep From Your Tax Accountant

Jerry-Jones-discuss-secret-taxYour tax accountant, Jerry Jones, CPA can offer tips that save you a bundle on taxes.

By Michael Keenan

If you're using a tax accountant to prepare your tax return, you expect to get the maximum refund to which you are entitled. However, your accountant can't do the job unless you share all the necessary information.

"Keeping secrets from your accountant is similar to keeping secrets from your doctor," said Dave Du Val, chief customer advocacy officer at TaxAudit.com. "While you normally won't die from keeping a secret from your accountant, consequences can be quite serious from doing so, depending on the secret."

Read on to see which secrets you should definitely share with your accountant if you want to find the best tax deductions.

IRS Reminds Taxpayers of April 1 Deadline to Take Required Retirement Plan Distributions

Required-Retirement-Plan-Distributions-jerry-jones-cpaWASHINGTON — The Internal Revenue Service today reminded taxpayers who turned age 70½ during 2016 that, in most cases, they must start receiving required minimum distributions (RMDs) from Individual Retirement Accounts (IRAs) and workplace retirement plans by Saturday, April 1, 2017.

The April 1 deadline applies to owners of traditional (including SEP and SIMPLE) IRAs but not Roth IRAs. It also typically applies to participants in various workplace retirement plans, including 401(k), 403(b) and 457(b) plans.

financial-advice-capital-gain-and-losses-jerry-jones-cpaCapital Gains and Losses – 10 Helpful Facts to Know

When a person sells a capital asset, the sale normally results in a capital gain or loss. A capital asset includes inherited property or property someone owns for personal use or as an investment.

Get Prior Year Tax Information from the IRS

tax-information-letter-Jerry-Jones-CPA 350There are many reasons to keep a copy of a tax return from a prior year. The IRS urges all taxpayers to keep copies of their tax returns for at least three years.

Taxpayers should keep a copy of their tax return. Beginning in 2017, taxpayers using a software product for the first time may need their Adjusted Gross Income (AGI) amount from their prior-year tax return to verify their identity. Taxpayers can learn more about how to verify their identity and electronically sign tax returns at Validating Your Electronically Filed Tax Return.

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