P: 470-945-4050 E: admin@jonesglobalcpa.com F: 404-777-9347
Individual & Small Business Services
OUR SERVICES
Running a household or a business means constantly making financial decisions—some straightforward, others more nuanced. It’s not just about filing on time; it’s about having the right tools and support to stay organized, reduce stress, and move forward with purpose.
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At Jones Global CPA & Advisory Group, we help individuals and small business owners with the core financial tasks that keep everything else moving—proactive tax preparation and planning, ongoing bookkeeping and regulatory compliance, and focused advisory when it matters the most.
Our Engagement Tiers
For Individuals
Individual Income Tax Return
State Income Tax Return
Annual Tax Return Review
Estimated Tax Payments
Individual Income Tax Return
State Income Tax Return
Tax Planning & Advisory
Retirement Planning & Advisory
IRS Representation
Semi-Annual Check-In Meeting
Coordination with Other Advisors
Tax Planning
Retirement Planning
Investment Planning
Estate Planning
Risk Management Planning
Cash Flow Management Planning
Portfolio Management
Comprehensive Financial Planning
For Small Businesses
Form 1120 (C-Corporation)
Form 1120S (S-Corporation)
Form 1065 (Partnership)
Form 990 (Non-Profit)
State Business Tax Return
Schedule K-1
Prior Year Tax Return Review
Ongoing Quarterly Bookkeeping
Ongoing Business Advisory
Individual & Business Tax Return
Tax Planning & Forecasting
Regulatory Compliance Filing
IRS Representation
Payroll Processing (Optional)
Retirement Plan Set-Up (Optional)
Clean & Reconstruct Accounting Records
Reconcile Bank & Credit Accounts
Categorize Historical Transactions
Correct Entry & Posting Errors
Prepare Updated Financial Statements
Prepare Books for Tax Return Filings
Portfolio Management (Optional)
*Personal Financial Planning is an add-on to our tax, accounting, and advisory services. It offers both ongoing portfolio management and personal financial planning across retirement, tax, investment, insurance, estate, and education. This service is recommended for owners who want a fully coordinated approach to compliance, advisory, and financial planning.
Our Tailored Approach
From proactive tax planning to reliable compliance and advisory, we help individuals and small business owners stay sharp, supported, and strategically aligned—every quarter, every return, every decision.
For Businesses
Living or working abroad as a U.S. citizen or green card holder comes with complex, overlapping tax obligations. Our expat tax prep ensures you stay compliant and organized no matter where life takes you.
During our engagements, we provide: Business tax return preparation for corporations, partnerships, and nonprofits State & federal compliance filings, including K-1s and prior-year catch-up returns Strategic tax planning, forecasting, and quarterly payment coordination Quarterly bookkeeping and annual year-end close Quarterly financial statement preparation Ongoing business advisory to support operations and decision-making Payroll, retirement plan setup, and regulatory compliance Coordination with legal, banking, and financial professionals when needed
For Individuals
We work with small business owners who want clean books, compliant filings, and a smart tax and financial posture.
During our engagements, we support you with: Preparation and filing of federal and state individual tax returns Tax planning tied to your income, deductions, and life changes Ongoing personal financial advisory across retirement, tax, and cash flow Employee benefits and stock options IRS representation and notice response when issues arise Semi-annual check-ins to align strategy with evolving financial goals Annual tax return review to spot opportunities to reduce next year’s liability Estimated tax payment calculations Optional portfolio and wealth planning for growing or complex finances Coordination with your financial advisors, attorney, or lenders
Ready to Simplify Your Taxes and Strengthen Your Finances?
Whether you're running a business, managing a household, or balancing both, the right financial partner can make all the difference. Our individual and small business services are designed to help you stay compliant, plan ahead, and make confident decisions year-round.
Select a time that works for you. We look forward to connecting!