Assistant Tax and Accounting Manager
firstname.lastname@example.org | 217-717-2828
Jonathan joined PFA Tax and Accounting Professionals in August 2018 shortly after gaining his Certified Public Accountant license. He has more than 10 years experience in the fields of finance and accounting, working in the insurance industry and for the Illinois Secretary of State's Office. He has spent the last 5 years advising investment clients and preparing personal tax returns with INB Wealth Strategies. Jonathan has a bachelor's degree in business administration with a specialty in accounting from Robert Morris University.
Our wealth of experience with complex tax issues combined with our knowledge of the funeral industry makes us especially valuable to any funeral home in need of tax services. Consulting services include...read more
PFA Tax and Accounting Professionals’ comprehensive knowledge and experience extends to a variety of industries with a special proficiency in agricultural accounting. PFA will help you stay current with...read more
For many entrepreneurs who start their own business, it often becomes clear that managing their company’s finances and taxes can be a full-time endeavor in and of itself—not to mention keeping up with...read more
PFA works with our clients to determine the most effective way to transfer your business. We believe a buyer and seller should “make the deal” before involving lenders or attorneys. We prepare a financial plan for...read more
What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work hard for their clients. The only difference is that instead of cranking out tax returns, they help clients work through other aspects of their financial health—including issues revealed during the yearly tax return process.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you:
Most professions have their own lingo, and accounting is no different. What is different is that you have a vested interest in understanding what your accountant tells you about your financial situation. So, here’s a quick primer on common accounting terms—some business-related, some general—to keep you in the know: