Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Certified Financial Planner Board of Standards Inc - The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Search to see if your financial planner is a Certified Financial Planner™ certificant.
  • National Association of Enrolled Agents - The National Association of Enrolled Agents (NAEA) is the professional society that represents enrolled agents (EAs), tax practitioners licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) on issues including collection, audits and appeals.
  • Investment Adviser Search - Search the Securities and Exchange Commission (SEC) website to see if your financial planner and/or investment adviser is properly registered as a Registered Investment Adviser (RIA) or Investment Adviser Agent.
  • Jones Tax Advisors, Inc. - Jones Tax Advisors, Inc. offer tax preparation, tax compliance, tax planning and tax controversy services to individuals, partnerships, corporations, trusts, and non-profit organizations anywhere in the USA. In addition, Jones Tax Advisors, Inc. dba Jones Financial Advisors offer comprehensive financial planning, investment advisory services, portfolio management services and transaction services in securities, insurance and real estate.
  • Internal Revenue Service - Check your refund status. Get IRS tax forms, instructions and publications to prepare your taxes. Contact the IRS with your tax questions or contact our office for answers to your tax questions.
  • Franchise Tax Board - Check your refund status. Get FTB tax forms, instructions and publications to help prepare your taxes. Contact the FTB with your tax questions or call our office for answers to your tax questions.
  • Social Security Administration - Apply online for your retirement benefits and disability benefits. Request your social security card by application or order a recent earnings statement. Get answers to all of your social secutity benefit questions or call our office and schedule an appointment for explanations and answers to all of the social security benefits that you are entitled to.
  • United States Tax Court - Read tax court opinions, press releases, rules of practice and procedure and get taxpayer information on starting a trial case with the United States Tax Court.
  • U.S. Department of the Treasury - Get timely information on the economy, financial markets and taxes. Review direct link access to important information, such as; the President's budget, Interest Rate Statistics and the Office of Small and Disadvantaged Business Utilization. Contact our office and ask us how can we help your small business to grow.
  • Bureau of Labor Statistics - Get information on the U.S. economy by country, region, state, area and industry. Review the latest employment information and inflation rate figures. Research how consumers spend their money and their time. Contact our office to find out how we use this information to help us produce a comprehensive financial plan for you.
  • United States Treasury Securities - Purchase directly from the U.S. Treasury: U.S. Savings Bonds, U.S. Treasury Bills, U.S. Treasury Notes, U.S. Treasury Bonds and U.S. Treasury Inflation Protected Securities(TIPS). Learn about U.S. Treasury Securities and get indepth information on U.S. Savings Bonds. Call our office and speak with a CFP® Financial Advisor about the benefits of using U.S. Savings Bonds and/or U.S. Treasury Securities for education, retirement, estate and tax planning.

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