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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What is a Portal?

Reliable, secure access to confidential documents
Collaborate with Clients and exchange files with confidence

Click to Continue to Your Personal Portal----->

Did you know it is already illegal in several states to send email attachments without sufficient protection, and more are expected to follow. In addition, almost all states require full disclosure if a security breach occurs. To protect your personal documents and your company's business documents I have collaborated with my tax software company (ProSystem fx) to set up this personalized portal for my clients.

  • Saves you the time and money it costs to physically exchange paper documents or DVD's.
  • Offers a secure digital point of access to safely store and exchange paper files, saving the costs of implementing a complicated data encryption scheme.
  • Let's you and I upload electronic documents and files to your personalized Portal, immediately and securely.
  • Allows document transfer between us in both directions, from anywhere there is an Internet connection.
  • Lets each client access all the Portals they are authorized to use, by logging in just once.
  • With your personalized Portal you will experience unmatched convenience through instant access to your documents — including tax returns, financial statements and other sensitive documents.
  • Works as a stand-alone application.

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


Click to Continue to Your Personal Portal

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