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?
In addition to being the best tax advisor I have had the pleasure of working with, Jerry is first and foremost a wonderful person. Building my first storage facility and being a rookie to the industry, I was nervous on what I could expect in my first year of development. With all of the ups and downs of this first year all I can say is I had absolutely no worries when it came to the the most important part of our business - the numbers. Jerry Jones took the time to answer every question or concern we had when going though this process. If you are in the storage business give yourself a leg up and apply Jerry’s experience and expertise of this expanding and ever changing industry. You will be thankful you did.
Bill Pederson
Lock it and Leave it storage

Get Ready for Taxes:

Get 2018 tax documents ready for upcoming filing season

The IRS reminds taxpayers to keep a copy of their past tax returns and supporting documents for at least three years. Certain key information from their prior year return may be required to file in 2019.

The IRS has recently updated its Get Ready page with steps to take now for the 2019 tax filing season.

Keeping copies of prior year tax returns saves time. Often previous tax information is needed to file a current year tax return or to answer questions from the Internal Revenue Service. Taxpayers claiming certain securities or debt losses should keep their tax returns and documents for at least seven years.

IRS Resources Can Help Small Businesses Better Understand How Tax Reform Affects Their Bottom Line

Small business owners can visit IRS.gov for a wide range of resources that will help them better understand tax reform. Last year’s Tax Cuts and Jobs Act includes tax law changes that may affect small businesses’ bottom line.

Here are some resources available to help small business owners:

Tax Reform section of IRS.gov
This section of IRS.gov includes links to resources that will help businesses understand exactly how the law affects their bottom line.

Tax Reform Guidance
Includes links to resources with specific technical information about the law and how it applies to businesses. These resources include, regulations, revenue procedures, revenue rulings and notices.

3 Awful Reasons to Take Social Security Benefits at 62

Because Social Security eligibility kicks in at age 62, many seniors rush to claim benefits as early as possible. But there's a downside to filing at 62: reducing your benefits by taking them ahead of full retirement age (FRA).

For today's workers, FRA is either 66, 67, or 66 and a certain number of months -- it all depends on your year of birth. Either way, filing at 62 means taking benefits early and reducing them in the process.

What sort of reduction are we talking about? If you're looking at an FRA of 67, filing at 62 will slash your benefits by 30%. And unless you happen to undo your application in time, once you lock in that lower benefit, it'll remain in effect for the rest of your life.

Now there are certain circumstances under which claiming benefits at 62 makes sense. But these three reasons for filing early just don't.

How Much Do You Need to Earn to Max Out Your Social Security Benefit?

The maximum Social Security benefit for a new retiree in 2018 is north of $33,000 per year at full retirement age and can be even higher for workers who wait. So how much do you need to earn if you want the maximum Social Security benefit when you retire?

Unfortunately, this question is more complicated than it may seem. Here's a rundown of how much you can get from Social Security, how much you'll need to have earned to get the maximum benefit, and how the maximum benefit amount could change in the future.

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