It is our pleasure to serve you by offering the following services:   Tax Accounting & Auditing Business Development Business Valuations Financial Planning Specialized Medical Services     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 taxes Income tax planning Correspondence with tax authorities top 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. top Business Development It is essential in today's world that businesses define their goals and understand the importance of achieving them in a timely manner. All businesses have clearly definable stages. Our professionals are familiar with such business stages and are ready to advise and assist you in developing and growing your business. Our services can help you in the following areas: Plans, budgets and key performance indicators Business profitability improvement Financing and loans Business mergers and acquisitions Business valuations Business succession planning top 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. to learn more... top 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   top   Specialized Medical Services Through a detailed Practice analysis, we can aide in making sure that your Practice exceeds industry averages and that your front and back offices are working together efficiently. We can accomplish this by addressing your bookkeeping needs, performing accounts receivable and reimbursement analysis, and instituting or updating any technological needs. Our Medical Consultant, Terry Roederer, has been with our firm for over 9 years.  To speak with Terry directly either email troederer@jhacpa.com or telephone 410-321-0206. She will be happy to answer any questions that you may have. Terry's Medical Tidbits top

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