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Put us on your team! Having an experienced guide at the various stages of your financial life can make building financial security for yourself and your family much easier to do. We have that experience and can help you to utilize your resources effectively as you work toward your goals. Put us on your team and use our expertise to minimize your worry and stress. We can assist you with: Tax Planning and Preparation We will prepare all required tax returns and ensure that you are paying the lowest taxes possible. You'll benefit from the fact that we keep up to date on the ever-changing tax laws. You'll be advised of changes that will affect you and of tax-saving opportunities for your unique situation. J.F. Kimmons & Associates offers electronic filing, with the refund anticipation loan referred to by others as the "rapid refund." Financial and Estate Planning As your financial consultants, we will work with you to increase your personal wealth. Our services include net worth analysis, trusts, family gifting, college funding, retirement planning, and family business transfers. We will plan with you to minimize estate taxes. Estate taxes are no longer a problem that affect only the very wealthy. Considering the value of your home and life insurance, your estate may already be facing a sizable tax! We will serve as coordinator of your estate planning team to help you accomplish your objectives at the least tax cost. You'll benefit from our experience in other areas too:
Partnering with other professionals to serve you better. We are not simply a one-office small accounting firm. We have arrangements with firms throughout the United States to provide services to us that require expertise in various fields for the benefit of our clients. This is known in the accounting industry as "partnering." While serving on the Executive Committee for the AICPA Division for Firms - Private Companies Practice Sections, James Kimmons introduced the concept of partnering in order to provide a wide variety of services to clients. This concept is now widely endorsed and promoted by the AICPA. We have served on various accounting-profession committees since 1977, putting us in direct contact with some of the leading experts in our industry. Call us for a no-charge conference where we can discuss your financial and tax concerns. We will help you determine where you can profit from our assistance. As a member of the AICPA Division of Firms - Private Companies Practice Section, all results of our firm's reviews are a matter of public record. If you wish to receive copies of reports issued as a result of peer reviews on our firm, call toll-free 1-800-CPAFIRM. You will be given access to a public file relating to the quality of our work performed in the areas of accounting and auditing.
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