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?
I own 3 storage properties (2 in one state and the other in another state over 100 miles away)and work a full-time job about 100 miles in another direction; with all my travelling I sometimes feel like I get behind the 8-ball. That is where I was on my taxes when I contacted Jerry to prepare them. It is not a good practice to be at the last minute and needing to have your taxes prepared, but Jerry met the deadline with exceptional professionalism. I am located approximately 2,500 miles across the country from Jerry but that has been no hindrance in receiving timely exceptional customer service from him. In discussions with Jerry, he has had made suggestions that has helped me improve my operations. His knowledge of the self-storage industry incorporated into your accounting and tax-planning of your operations will prove to be invaluable. I believe he will provide you with the highest level of accounting service and tax planning and preparation for being an owner in the self-storage industry.
Donnie Christian
Bristol, Tennessee and Virginia

debt-free-Jerry-JonesHow to Get Out of Debt: A Step-by-Step Guide to Financial Freedom

To get out of debt, you need a plan, and you need to execute that plan. But that can be easier said than done. It’s easy to become overwhelmed with all the steps you need to take. And it’s also easy to lose motivation if you don’t realize how much progress you’ve already made.

You’ll need to make all necessary adjustments to your budget along the way so you don’t overspend and slide back into debt. Plus, if you don’t have an emergency fund, consider setting some money aside in savings before you get started on your plan.

finance-money-investmentAnderson: Take Steps to Avoid Financial 'Regrets'

In life, we all have regrets, but some are costlier than others. When it comes to financial regrets, Americans seem quite specific about which ones are causing the most remorse. As someone with financial goals yourself, you might want to become familiar with these regrets, and consider some ideas for avoiding them.

Here are most common financial regrets, according to a recent survey by Bankrate.com:

Not saving for retirement early enough

Not surprisingly, this is the biggest regret expressed in the survey. It is unfortunate, but true, that many people are financially unprepared to retire. In fact, 52 percent of households 55 and older have not saved anything for retirement beyond their pensions, according to a study from the U.S. Government Accountability Office.

raising-market-stock-economy-financial-planningMarket Update

Certainly you have noticed that market volatility has increased substantially since August 2015, and 2016 has started out as a very bumpy ride in the domestic and world markets. At this point, our economy is projected to have mild growth in 2016, yet markets may be signaling a less sanguine outcome. As we follow a determined discipline to reduce risk when appropriate, the last 6 months have created the rationale to increase safety and reduce risk. This Is not timing the market, but it is recognizing that there is economic change a foot. When we consider the huge reduction in oil prices, a weaker European economy, China slowing down economically, an extraordinary US political cycle and as a result- how the US economy responds to these challenges. These unknowns create an opportunity to significantly reduce risk and increase safety in portfolios. Markets never like uncertainty. It is important to operate as an investor considering “what Is”, but not be controlled by emotions that the talking heads constantly create through severely negative language and alarmist messages.

IRS Wraps Up the "Dirty Dozen" List of Tax Scams for 2016

tax scams Jerry Jones cpaWASHINGTON — The Internal Revenue Service today wrapped up its annual "Dirty Dozen" list of tax scams with identity theft topping this year's list but with phone scams and phishing schemes also deserving special mention. Taxpayers need to guard against any ploys to steal their personal information, scam them out of money or talk them into engaging in questionable behavior with their taxes.

During the past year, as part of the Security Summit initiative, the IRS partnered with states and the tax industry to enhance coordination and create a more secure system for taxpayers. Participants now regularly share details of fraudulent schemes detected so both industry and government can provide increased protection. Many enhancements are invisible to taxpayers.

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