Taxes With Jones - CPA and Financial Advisor

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Taxes With Jones - CPA and Financial Advisor Jones is an Accounting firm dedicated to helping financially established individuals, families, busi

Reminder: Q4 estimated tax payment is due Wednesday, January 15, 2025.
10/01/2025

Reminder: Q4 estimated tax payment is due Wednesday, January 15, 2025.

Plan now to make your 4th quarter estimated tax payment.

Must have information to avoid being a victim of identity thieves during tax season.
03/01/2025

Must have information to avoid being a victim of identity thieves during tax season.

Now is the time to be alert as tax season is the height of scam season as thieves attempt to steal your information and withholdings. Here are some tips.

Great tips to start the year off right; including tax organization, retirement funding smarts, and great financial tips....
01/01/2025

Great tips to start the year off right; including tax organization, retirement funding smarts, and great financial tips. Read on!

January marks the official beginning of the 2024 tax filing season. Informational tax returns will start pouring in, so too will the bad players trying to take advantage of the unwary taxpayer. So be on the alert for possible tax identity theft. Now is the time these bad players are most active. Thi...

A great way to shelter over $1,000 from tax each year is to leverage the kiddie tax rules. Here is what you need to know...
27/12/2024

A great way to shelter over $1,000 from tax each year is to leverage the kiddie tax rules. Here is what you need to know.

When done correctly, over $1,000 of unearned income be tax free for each child each year. But only if you know the rules. Here is what you need to know.

Taking full advantage of the Child and Dependent Care credit usually comes down to the details. Here is what you need to...
20/12/2024

Taking full advantage of the Child and Dependent Care credit usually comes down to the details. Here is what you need to know.

Are you getting the most out of this daycare credit? Here is a brief expanation of this popular tax credit and some tax tips to help.

Be more vigilant to phishing scams than ever! Here are some hints.
13/12/2024

Be more vigilant to phishing scams than ever! Here are some hints.

Unlike fishing, phishing has no limits and can hurt anyone it touches. As one of the top 12 IRS tax scams, you do not want to take this bait. Here is what you need to know.

Now is the time to plan next year's retirement contributions. Here's what you need to know.
06/12/2024

Now is the time to plan next year's retirement contributions. Here's what you need to know.

2025 contribution limits are set for retirement plans. Now is a good time to plan your upcoming retirement contributions.

Uncover opportunities to trim your tax bill with our year-end tax savings checklist. Also find out what tax policy chang...
04/12/2024

Uncover opportunities to trim your tax bill with our year-end tax savings checklist. Also find out what tax policy changes may be on the horizon in 2025.

There’s still time to uncover ways to cut your 2024 tax bill before the end of the year. In this month’s newsletter, use our year-end tax savings checklist to help you minimize your annual tax liability. Also learn about tax policy changes that may be on the horizon in 2025, and read abo...

Here are six great tax shifting ideas to lower your bill to Uncle Sam.
29/11/2024

Here are six great tax shifting ideas to lower your bill to Uncle Sam.

Because our tax system is progressive, the next dollar you earn could be taxed at a much higher rate. By shifting taxable income levels from one year to the next, you could potentially pay a lower tax amount in both. Here are six great ideas.

Keep your Social Security name updated or pay the price! Here's what could happen.
22/11/2024

Keep your Social Security name updated or pay the price! Here's what could happen.

If you recently changed your name due to marriage or divorce, do not get caught in the nightmare of a rejected or changed tax return by the IRS.

The tax code surprises many taxpayers. Here are nine areas that most taxpayers do not realize are taxable.
15/11/2024

The tax code surprises many taxpayers. Here are nine areas that most taxpayers do not realize are taxable.

Here are nine areas of income that are often questioned by taxpayers regarding their taxability. Some items are taxable, others are not. Here is what you need to know.

There are still a few weeks left in the year to reduce your tax obligation. Here are 15 great ideas.
08/11/2024

There are still a few weeks left in the year to reduce your tax obligation. Here are 15 great ideas.

Here are 15 ideas that may reduce your tax bite for this year. But act soon as the year-end is fast approaching.

Discover several tax myths that could leave you with an expensive tax surprise. Also find out how much Social Security b...
06/11/2024

Discover several tax myths that could leave you with an expensive tax surprise. Also find out how much Social Security benefits are going up in 2025, and learn about the good, and not so good, of AI.

A number of myths about the IRS and the tax code have been gaining traction online. Believing these misconceptions could unfortunately lead to a bigger tax headache for you. In this month’s newsletter, learn about several tax myths and how you can avoid them. Also find out how much Social Secu...

Tax elections can save you plenty. But only if you know the rules. Here is what you should know.
01/11/2024

Tax elections can save you plenty. But only if you know the rules. Here is what you should know.

Every year is an election year for taxpayers. And THESE elections can save you a ton of money. Here is what you need to know.

$7,500 more of your income is subject to Social Security taxes in 2025. Here are the details.
25/10/2024

$7,500 more of your income is subject to Social Security taxes in 2025. Here are the details.

2025 Cost-of-Living Adjustment (COLA) changes are here. This is what you need to know.

The IRS requires contemporaneous records to prove deductions and credits. That means you can't go back later to get a co...
18/10/2024

The IRS requires contemporaneous records to prove deductions and credits. That means you can't go back later to get a copy of a receipt you forgot. Here are some tips.

The Internal Revenue Service has a vocabulary of their own. One of the more important is their use of the word contemporaneous. What does it mean, and why should you care?

Know when to keep or throw out your tax records. Here is what you need to know.
11/10/2024

Know when to keep or throw out your tax records. Here is what you need to know.

Know when to hold them. Know when to toss them. Tax record retention basics can be found here.

Think the estate tax won't impact you? Think again. Here is what you need to know.
04/10/2024

Think the estate tax won't impact you? Think again. Here is what you need to know.

Too many taxpayers ignore estate taxes because they think it will not impact them. Do this at your own peril. Here is what you should know.

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