Working with Jerry has literally taken a load off my back. He explains what you can and cannot do with clarity and makes “year end” a painless concept and not the nightmare we are all expecting to face. Jerry truly listens to our problems and concerns and customizes a product to our needs. He has put us “in control” of our business. You can’t go wrong when Jerry has your back!
Shirley & Jack S., Owner, Apex Grading
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New Publications Help Taxpayers Get Ready and Stay Ready for Tax Filing Season

Tax Time

With the tax filing season almost here, taxpayers should check out two new IRS publications available on IRS.gov. These publications can help people get prepared to submit their tax returns and stay organized with tips for year-round tax planning.

Publication 5348, Get Ready to File
This publication provides helpful filing information and resources on:

  • Electronic filing options
  • Tax refunds
  • Withholding
  • Estimated tax payments
  • Credits and deductions
  • Data protection

Publication 5349, Year-round tax planning is for everyone
Life changes can affect taxpayers’ expected refunds or the amount of tax they owe. These changes include things like employment status, marital status and financial gains or losses. Publication 5349 provides tips on developing habits throughout the year that will help make tax preparation easier. This resource also includes a checklist of items taxpayers should have on hand when filing their tax return.


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Member of AICPA, Member of CA Society of CPA's, Member of NV Society of CPA's and Member of Certified Fraud Examiners Association


A Professional Corporation
4600 Kietzke Ln, Suite E-148
Reno, NV 89502
Jerry Jones, CPA
The "Tax Planning" CPA
775.828.0767
fax 775.348.9518
jerry@thetaxplanningcpa.com