Consulting Services
Consulting Services
At Jones, Jones, Davis & Associates, CPA, P.C. we specialize in helping you plan for your financial future and develop customized solutions and strategies that work.
- Estate Planning – Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and family, and can reduce or eliminate the Estate tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of having your financial affairs in order.
- Estate Settlement – With the firm’s trusted partners, who have over 25 years of tax and estate settlement services experience, we can assist you in the successful implementation of your final wishes.
- Financial Planning – A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
- Retirement Planning – Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your years of retirement.
- Business Entity Selection – Choosing the form of entity of your business (e.g. “S” corporation, “C’ corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
- Business Succession Planning- Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.