Tax Services Built Around You
From personal returns to complex business filings — we handle it all with precision and care.
Personal tax
Individual & Family Tax Services
Whether you're filing a straightforward return or navigating a complex financial year, our team brings the expertise to maximize your refund and minimize your stress.
Individual Tax Preparation
Starting at $150Accurate, thorough preparation of your federal and state returns with every deduction and credit you're entitled to.
Tax Planning
Starting at $200Proactive strategies to reduce your tax liability throughout the year — not just at filing time.
IRS Representation
Starting at $300We stand with you through audits, notices, and disputes — communicating directly with the IRS on your behalf.
Prior Year Returns
Starting at $175Catch up on unfiled returns and resolve back-tax issues with a clear, manageable plan.
Amended Returns
Starting at $125Correct errors or claim missed deductions on previously filed returns.
Business tax
Business Tax Services
Strategic tax guidance that keeps your business compliant, efficient, and positioned for growth — whatever your structure or size.
Business Tax Filing
Starting at $400Complete preparation and filing for LLCs, S-Corps, C-Corps, partnerships, and sole proprietors.
Quarterly Estimated Taxes
Starting at $150/quarterAccurate quarterly calculations and reminders so you're never caught off guard at year-end.
Bookkeeping
Starting at $200/monthClean, organized books that give you a clear picture of your business finances year-round.
Payroll Services
Starting at $100/monthReliable payroll processing, tax withholding, and year-end W-2/1099 preparation.
Business Formation Tax Guidance
Starting at $250Choose the right entity structure from day one with expert tax-impact analysis.
State filings
State Tax & Compliance Filings
State tax obligations go beyond your income return. We handle the filings that keep your business in good standing with state authorities.
Franchise Tax Filing
Starting at $200Preparation and filing of state franchise tax returns for businesses operating in franchise-tax states — including Texas, Delaware, and California.
Excise Tax Filing
Starting at $175Accurate excise tax reporting for businesses subject to federal or state excise obligations — fuel, alcohol, tobacco, and more.
Annual Business Filing (Annual Report)
Starting at $100Timely preparation and submission of your state's required annual business report to maintain your entity's good standing.
Multi-State Tax Filing
Starting at $350Coordinated filing across multiple states for businesses with nexus in more than one jurisdiction.
Tax compliance
Tax Compliance Services
Stay ahead of your obligations with ongoing compliance support — so you're never surprised by a penalty, notice, or missed deadline.
Tax Compliance Review
Starting at $300A comprehensive review of your current tax position to identify gaps, risks, and opportunities for improvement.
IRS Notice Response
Starting at $200Professional response and resolution for IRS notices, letters, and correspondence.
Sales Tax Compliance
Starting at $150/monthRegistration, filing, and ongoing management of state and local sales tax obligations.
1099 & W-2 Preparation
Starting at $75Accurate preparation and filing of all required information returns for employees and contractors.
Tax Penalty Abatement
Starting at $250We work to reduce or eliminate IRS and state penalties through first-time abatement and reasonable cause arguments.
Business funding
Business Funding Services
Access the capital your business needs to grow. We guide you through the funding landscape — from loan packaging to SBA programs — and help you build the financial profile lenders want to see.
Funding Starter
$299/month
Ideal for businesses just beginning their funding journey.
- ✓Funding readiness assessment
- ✓Business credit profile review
- ✓Lender match consultation (1/month)
- ✓Basic loan application support
- ✓Monthly check-in call
Funding Growth
$599/month
For businesses actively pursuing capital to scale.
- ✓Everything in Funding Starter
- ✓Full loan package preparation
- ✓SBA 7(a) & 504 loan guidance
- ✓Alternative lender outreach
- ✓Business credit building strategy
- ✓Bi-weekly strategy calls
- ✓Financial statement prep for lenders
Funding Elite
$999/month
Comprehensive funding management for high-growth businesses.
- ✓Everything in Funding Growth
- ✓Dedicated funding advisor
- ✓Multiple simultaneous loan applications
- ✓Investor pitch deck financial support
- ✓Grant research & application assistance
- ✓Weekly strategy sessions
- ✓Priority response within 4 hours
All plans billed monthly. Cancel anytime with 30 days notice.
Fractional CFO & account management
Your Dedicated Tax & Bookkeeping Account Manager
Stop juggling multiple vendors. With our Account Manager service, Jones Tax and Company becomes your all-in-one financial partner — handling your books, taxes, compliance, and financial strategy every single month.
Dedicated Account Manager
One point of contact who knows your business inside and out — no more explaining your situation from scratch every time.
Monthly Bookkeeping
We reconcile your accounts, categorize transactions, and deliver clean monthly financials you can actually use.
Tax Planning & Filing
Year-round tax strategy plus preparation and filing of all required federal, state, and local returns.
Payroll Management
Full payroll processing, tax deposits, and year-end W-2/1099 filings handled on your behalf.
Compliance Monitoring
We track deadlines, file required reports, and alert you to any changes in tax law that affect your business.
Financial Reporting
Monthly P&L, balance sheet, and cash flow reports delivered with plain-English commentary.
Essential
$499/month
Perfect for solo operators and micro-businesses.
- ✓Dedicated account manager
- ✓Monthly bookkeeping (up to 100 transactions)
- ✓Quarterly tax planning check-in
- ✓Annual tax return preparation
- ✓Email & portal support
Professional
$999/month
Built for growing small businesses with employees.
- ✓Everything in Essential
- ✓Monthly bookkeeping (up to 300 transactions)
- ✓Payroll processing (up to 10 employees)
- ✓Quarterly estimated tax filings
- ✓Monthly financial reports
- ✓Bi-monthly strategy calls
- ✓Priority email & phone support
Enterprise
$1,999/month
Full-service financial management for established businesses.
- ✓Everything in Professional
- ✓Unlimited transactions
- ✓Payroll processing (unlimited employees)
- ✓Multi-entity or multi-state support
- ✓Monthly CFO advisory call
- ✓Cash flow forecasting
- ✓Dedicated phone line
- ✓Same-day response guarantee
All plans billed monthly. Includes a complimentary onboarding session.
Not sure which service you need?
Book a $100 consultation and we'll map out exactly what's right for your situation.