Jerry Jones, CPA, PC

Description

Bachelor of Science degree in Business, with over 30 years experience in Real Estate, including Luxury Homes, Spec Home Building, Investment Properties, 1031 Exchanges, First Time Home Buyers, Short Sales, Land Development and Financing. I continually utilize the latest technologies, market research and business strategies to exceed your expectations. Call me and let’s discuss the sale of your home or purchase of your next home, or just to discuss the market. I look forward to working with you.

The "Tax Planning CPA" has proudly served taxpayers in many states for over 30 years with creative and unique ideas for your business or individual tax problems, Jerry is well versed in preparing Corporate, Partnership, LLC, Estates and Trusts and Personal Tax Returns.

A Plan that’s right for you Time and knowledge are key elements when planning for a successful financial future, which is why we make education and communication top priorities in our business to remove any uncertainty that may delay or negatively impact the financial planning process. You will receive an periodic Risk Reduction Analysis as well as guidance on investment options designed from our broad range of services to meet your specific level of comfort and personal financial goals.

John Franczak has 31 years of experience in the financial services industry and as a Certified Wealth Strategist® (CWS®).

Even if you do not owe a duty to provide an accounting to the court, you likely still owe a duty to provide an accounting to the beneficiaries. As the Executor, Administrator, Trustee, Conservator or Guardian you should be aware of the following responsibilities.

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