It is our pleasure to serve you by offering the following services:

Tax Preparation & Planning

Planning is essential to proper tax preparation. Our tax professionals are innovative and eager to help you. They have the ability to map strategies that minimize federal, state & local taxes and the knowledge to keep you informed of new and upcoming laws that may affect you. Jones Hall Advisors offers a wide range of tax services, including:

  • Business taxes
  • Estate and gift taxes
  • Personal income & Trust taxes
  • Income tax planning
  • Correspondence with tax authorities

Accounting & Auditing

The approach and procedure of accounting services determines the value of your CPA firm. Depending upon the extent of your informational needs, Jones Hall Advisors provides three levels of financial statement services. We offer certified audits, reviews & compilations. Byproducts of these services are suggested improvements for bookkeeping as well as computer consulting to ensure that your business operates efficiently and effectively. Other services we offer include preparation of financial statements and assistance in the preparation of your accounting records.



Business Valuations

We use your historical data, projections, and business net worth to establish a value of your business. If necessary, the valuation is performed under IRS guidelines. Valuations are used for gifts, estates, buy/sell agreements, divorce settlements, etc.

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Financial Planning

In today's complex financial environment, it is more important than ever to establish a financial plan. Each individual must take responsibility for his/her own financial future. Employers are no longer accepting full responsibility for the financial security of their employees. Jones Hall Advisors can help you in the following ways:

  • Determination of net worth/financial needs
  • Development of short and long range goals
  • Estate and gift tax planning
  • Personal debt management
  • Trust taxes and asset management

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors Inc. We have an individual that is currently licensed in the state of Maryland, this is not an offer to sell securities in any other state or jurisdiction.


Bookkeeping & Payroll

Accurate bookkeeping & payroll compliance is essential in maintaining a well run, financially sound business. We will evaluate your situation and create a personally balanced bookkeeping and/or payroll package that is custom tailored to fit your needs and budget. Our services can be offered utilizing a variety of software packages and can be performed in your office or ours or through secure portals via the internet.

Some of our bookkeeping services include:

  • General Ledger Posting
  • Bill Paying
  • Record Credit Card Activities
  • Bank Statement Reconciliation
  • Payroll Processing
  • Accounts Receivable
  • Job Cost Schedules
  • Budget Preparation

Exploring Beyond the Numbers


An accountant can perform many functions for you…prepare your tax returns…
audit your financial statements…
alert you of potential problems…
help plan your financial future.

But a true business advisor offers you much more, serving as a sounding board, a business consultant, a forecaster and a friend.

Our firm explores beyond the numbers. We care about you and we care about your business. As your business grows and faces new challenges and opportunities, know that you can count on us to be there for you.

Our personalized service – backed by years of experience and education – ensures that every aspect of your business and personal accounting needs will be met.


  
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