By rcoleman6 April 16, 2015
I have used CPA services over the last 20 years for my small business and personal tax preparation. Most of those years I chose a small individual preparer to control cost as well as to enhance individual service. Four years ago when my tax preparer retired, he passed along his clients to Jones CPA Group in Virginia Beach. Honestly, I assumed that both my costs and level of service would be adversely affected. Therefore, I was quite surprised when that was not the case. From the beginning, Jones CPA Group took the time to review my previous returns, understand my business and address my concerns. Over the last four years I have been very satisfied with the level of service I have received. Enough so that I have recommend them to a number of my business associates. I have also been very satisfied with my preparation costs. ...read more
By BaffledClient January 31, 2015
i've been using this company for a couple years now to do my personal taxes. I do NOT....i repeat DO NOT recommend their services. i have given them chances time and time again to get my stuff done on time with minimal hassle but it never happens this way!!! I have to constantly call to try to get a status on my taxes and she is never available or as Clientva said...ALWAYS out sick or with personal issues. When she is there she is in a "meeting" and will call me back which never ever happens. In searching for her website to leave a review(which they don't have...strange nowadays?!) I find her name coming up on recent court docket files!!! Now this could mean anything...being sued, suing someone, leans. etc. .....But wait for it..... she was on these dockets for EMBEZZLEMENT CHARGES!!!!!!!!! Seriously????? Not only was this woman being charged with it BUT she was found GUILTY GUILTY GUILTY of EMBEZZLING!!!!!!! How is this woman still able to do peoples taxes and touch their information? How is this company still in business???? Someone please explain this to me....... ...read more
By Clientinva December 01, 2013
If you own a company DO NOT let her handle your taxes, books etc. She is very unreliable, untrustworthy and dishonest. I wouldn't let her do my personal return as well. She routinely does not show up for work and cancels appointments. When she is at work she's so busy chasing her own tail to catch up, that a lot of items get pushed to the side. This causes last minute hurried attempts at finishing returns. ...read more
Computers and printers have become so inexpensive that it pays to upgrade. Shop the internet for prices and specifications before you buy. A few months ago, we decided to do a technology review. We ended up buying new computers and printers compatible with Windows 7 Professional operating system. While productivity may have sagged temporarily while adapting to software and hardware upgrades, the increased speed of faster hardware, faster software and the enhanced features of our new operating system will undoubtedly pay productivity dividends for the next three to five years. If you haven't had a technology review and made some upgrades recently, perhaps its time you did. Here are ten inexpensive suggestions for small businesses to help you increase your productivity, profitability and security through technology: 1. Add an uninterrupted power supply with surge protection for internet, telephone and CATV. The UPS will protect your hardware and data from power surges and data loss while extending the life of your equipment. 2. Upgrade patch cables from Cat5 to Cat6 or Cat7 with gold plated connectors for improved connectivity. 3. Computer memory is inexpensive, maximize your motherboard memory for improved system performance. 4. Backups are essential for disaster recovery, try a quality brand 1TB portable drives with USB 3.0 technology. 5. Add USB 3.0 port to your desktop for improved performance on backups with 3.0 USB drives. 6. If operating in a paperless or semi-paperless office environment, consider adding a second monitor, which has been shown to increase productivity by as much as 25%. 7. Printer repairs and computer hardware upgrades are relatively easy, so do it yourself and save. In many instances, step-by-step instructions with pictures can be found on the internet. We recently replaced the pickup roller and page separator on an HP printer in about 10 minutes at a cost of $35 including the cost of a multi-head screwdriver. 8. Download and install available software updates and patches regularly for improved software performance and system security. 9. For anti-virus and anti-spyware software, try Microsoft Security Essentials, its free and it works. 10. Add a router to your system for additional hardware security and enhanced network connectivity. While we do not support software or hardware installations, we can assure you that we have done all of the above tasks without assitance from an IT professional or a computer repair person and we believe you can too. In fact, we find it challenging to undertake such projects for our own edification and increased self-sufficiency. Give it a try, you'll be amazed at what you can accomplish! If you would like assistance from an experienced CPA/tax consultant with the preparation of your business, individual, trust, estate or private foundation tax returns, please call us today! David L Zimmer, CPA, CFP, MST David L Zimmer CPA PC Tax, Financial and Business Consultants One Columbus Center, Suite 600 Virginia Beach, VA 23462-6760 (757)490-7824 Company Website Owner Profile EZ Local Superpages Yellow Bot ...read more
By David L Zimmer CPA PC September 28, 2011
Below is a list of some commonly used Federal tax forms available at the IRS website by typing the form number into the search box located in the upper right hand corner of the IRS website: Form SS-4 Application for Employer Identification Number; Form W-4 Employee's Withholding Allowance Certificate; Form 706 United States Estate Tax Return; Form 709 United States Gift Tax Return; Form 1040X Amended Individual Tax Return; Form 1041 US Income Tax Return for Estates and Trusts; Form 1045 Application for Tenative Refund (Individual); Form 1065 US Return of Partnership Income; Form 1120 US Corporation Income Tax Return; Form 1120S US Income Tax Return for an S Corporation; Form 1120X Amended US Corporation Income Tax Return; Form 1139 Corporate Application for Tenative Refund; Form 2350 Application for Extension of Time to File US Income Tax Return (Expatriate); Form 2441 Child and Dependent Care Expenses; Form 2848 Power of Attorney and Declaration of Representative; Form 2553 Election by a Small Business Corporation; Form 4506 Request for Copy of Tax Return; Form 4768 Application for Extension of Time to File or Pay US Estate Tax; Form 4868 Application for Automatic Extension of Time to File Individual Income Tax Return; Form 5695 Residential Energy Tax Credit; Form 7004 Application for Automatic Extension of Time to File Business Tax Returns; Form 8809 Application for Extension of Time to File Information Returns. If you would like assistance from an experienced CPA/tax consultant with the preparation of your business, individual, trust, estate or private foundation tax returns, please call us today! David L Zimmer, CPA, CFP, MST David L Zimmer CPA PC Tax, Financial and Business Consultants One Columbus Center, Suite 600 Virginia Beach, VA 23462-6760 (757)490-7824 Company Website Owner Profile EZ Local Superpages Yellow Bot ...read more
By David L Zimmer CPA PC November 29, 2010
Electronic Federal Tax Payment System - EFTPS As of January 1, 2011, banks and the IRS will no longer be accepting Federal tax deposits using Form 8109. Some banks have already stopped accepting Federal tax deposits using Form 8109. Perhaps they have offered making Federal tax deposits for their customers for a fee to enhance their revenues. The taxpayer alternative is to register with IRS for EFTPS and make your own Federal tax deposits. Don't be intimidated by this change because registering for EFTPS is relatively easy and painless. It does not matter if you are an S corporation, corporation, partnership, trust, estate, private foundation or an individual, the process is the same. All you have to do is register by providing the business EIN, name, address, etc. along with the routing transit number and account number for your business checking account. In about a week, you will receive a letter from IRS with the necessary information to log in to your new EFTPS account and setup a new password. Now you are ready to begin using EFTPS to schedule your Federal tax deposits for electroinc transfer from your business checking account to the IRS from any secure computer with an internet connection! To get started just click on this link: EFTPS. Next, click on the enrollment tab and follow the on screen instructions. When you get your EFTPS letter and create your password, write the password down and store the letter and password in a secure location. Now you are ready to begin scheduling Federal tax deposits. If you would like assistance from an experienced CPA/tax consultant with your transition to the EFTPS, please call us today! David L Zimmer, CPA, CFP, MST David L Zimmer CPA PC Tax, Financial and Business Consultants One Columbus Center, Suite 600 Virginia Beach, VA 23462-6760 (757)490-7824 Company Website Owner Profile EZ Local Superpages Yellow Bot ...read more
By David L Zimmer CPA PC September 26, 2010
Many people give money to family members as a gift in their time of need or if they come into a substantial amount of money. Giving money to a family member can sometimes be taxed; however, there are ways to avoid this this and give money to family members free of tax. ...read more
Many people have opted to learn to file their taxes themselves. This is a great way to save money, and it puts people in control of their own tax return. The process can be confusing, but there are enough resources to learn the correct method. ...read more