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Edward Jones CPA
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Professional Services, Reasonable Prices: 

Edward Jones MBA, CPA is a Sole proprietor Certified Public Account and Financial Planner.  We provide professional services with a personal touch at reasonable costs to my clients. 

We offer individual and business tax preparation and consulting.  We are versed in many brands of accounting software and have special expertise in QuickBooks.  We provide a part time controller services for small businesses.

 

Although I am registered financial advisor I am currently not associated with any brokerage firms since Investment Solution has chosen to close down their Ohio Operations.  I am still available to give advice on any investment that I sold you but not currently offering any new products.  I am also not charging your account any advisor fees which should have reduced your administration fees by 70% is this did not happen please advice. 
  • Thirty years experience, former IRS agent, Fortunate 200 Regional Controller and ten years Public Accounting Experience. NASD Series 7 and 66 registered.  I am a  member of the Ohio Society of CPAs  and participates in the Dayton Small Practitioners Forum and Dayton Tax Group.  

Edward Jones CPA in now operating out of his home office at 1955 N Fountain Blvd.  You can reach him at 937-408-4433 or 937-390-9541


Company Product or Service Description:

We offer individual and business tax preparation and consulting. We are versed in many brands of accounting software.


Key Customer Benefits:
  • Tax preparation by a CPA and former IRS employee. I have experience with two of the largest local firms preparing major complicated returns. I feel I offer tax advice and preparation levels far above the national tax preparation companies. I do this while my fees are normally less than franchised tax firms. Unlike these firms, I, like all CPA’s have to do 40 hours of continuing education annually to maintain my license.
  • As an agent of Investment Solutions we are dedicated to financial success of our clients. We offer a full line of retirement products including IRAs, 401Ks, SEPs and Keoughs as well retail accounts. With no funds or products their own, Investment Solutions is independent to place clients with products that are best for their financial interest not the firms.  We will design for you a portifilio based on your risk tolerences.  We charge no upfront or backend fees, making it very economical to give us a try.
  • Integrating a clients financial and tax needs gives us a unique prospective for providing the best overall service for the client

 


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