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Check Out Our Tax and Finance Tools

Posted by Admin Posted on Oct 28 2015

On The Jones CPA Group website, you’ll find a lot of information about our firm, the staff, and the many tax and financial services that we offer. But if you’re only using this site to learn more about us, you’re really not using it to its full potential. In case you haven’t noticed, we have a lot of tax tools and other financial tools that you can use to estimate your taxes, calculate your mortgage, and even plan for your retirement.

Here’s a brief look at the many tools you’ll find here on our website and how they can help you.

Interactive Calculators

On our Financial Tools page, we offer more interactive calculators than you could possibly need—116 to be exact. These calculators can help you to answer practical life questions like, “Should I live at home, on-campus, or off-campus?”; in-depth financial questions like, “How should I allocate my assets?”; and even fun questions to satisfy your curiosity, such as, “How long will it take me to become a millionaire?”

Each of these calculators will have you enter relevant numbers to help you find out the answers to all of your financial questions, allowing you to plan and prepare for the future. Of course, a financial calculator is not intended to replace the advice of a professional financial advisor. If you really want help planning for your taxes or overall financial future, then schedule an appointment to meet with one of our CPAs or financial professionals.

Important Tax Tools

In addition to interactive calculators that can help you get estimates regarding your tax liability, we offer a number of other important tax tools on our site:

  • Tax Rates Chart: Not sure what tax bracket you fall in? We offer a tax rates chart for the current year as well as the previous three years so that you can get an estimate of how much your income will be taxed.
  • Due Dates List: You might already know what the business and individual tax deadlines are. But do you know when you need to file a W-4 for tax exemption? If you’re an employer, when do you need to furnish employees with 1099s? We have a thorough and complete list of due dates available on our site so that you don’t miss a single deadline.
  • Retention Guide: Once you get your taxes filed, do you know how long you need to hang onto your relevant tax forms? Our handy retention guide will tell you the standards for record retention for both personal and business documents.
  • Tax Forms: There are hundreds of different tax forms, and we have 540 of them available on our website. You can download almost any form, from 1040 to Publ TD CIR 230, with just one click. It’s just one more thing The Jones CPA Group does to make your life a little easier.

If you have any in-depth questions regarding your taxes, or need help filing your taxes and doing tax preparation for next year, just give us a call. One of our CPAs can meet with you to give you the personalized service you need.

Jones Pass Login

If you’re already one of our clients, then you know about the Jones Pass, but did you know that you can log in right from our website? We have a safe and secure login page on our site so that you can easily log in to our online client portal. There, you can securely upload and download documents to share with us, making it easy for you to get documents to us and vice versa.

These are just a few of the helpful tools that you will find on The Jones CPA Group’s website. Our site, just like our business, is designed to make your life a little easier, and to make taxes and finances seem just a little less intimidating. We hope you’ll find these tools helpful. And of course, if you need a little personal help with your taxes and finances, just stop by our Orem CPA office. We’ll be happy to help you.