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Jones Accounting Associates Jones Accounting Associates
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Trusted Tax and Accounting Services in Oak Harbor, WA
For over three decades, Jones Accounting Associates has provided comprehensive tax and accounting solutions to individuals and businesses across diverse industries. Our expertise spans small to medium-sized enterprises, high net worth taxpayers, estates, trusts, and nonprofit organizations. Led by Certified Public Accountant Samuel Steel, our team combines deep regulatory knowledge with personalized service to address clients' unique financial challenges. With a focus on tax compliance, financial statement preparation, and strategic planning, we help clients navigate complex tax laws while minimizing liabilities.

Our military community roots and veteran staff enable specialized support for service members. Through IRS audit representation, debt resolution, and Corporate Transparency Act filings, we deliver actionable insights tailored to each client's goals. Our commitment to excellence is reflected in our 30-year track record of fostering long-term client relationships built on trust and results-driven expertise.
Services
Tax Returns Financial Statements Tax Resolution Corporate Transparency Act Filing Estate & Trust Planning Nonprofit Accounting IRS Audit Defense Remote Bookkeeping CFO Consulting
Highlights and features
  • We offer 30+ years of specialized tax and accounting experience.
  • Our team holds Certified Public Accountant credentials with IRS audit expertise.
  • We provide military community-specific financial guidance.
  • Our services include Corporate Transparency Act compliance filings.
  • We guarantee personalized service with no hidden fees.
Associations and certifications
  • Certified Public Accountant
Update Listing
Services
Tax Resolution Services
We specialize in resolving tax debt issues through IRS-approved programs. Our team negotiates offers in compromise, secures penalty abatements, and establishes installment agreements. With proven success in stopping wage garnishments and bank levies, we provide nationwide tax relief solutions for individuals and businesses facing financial hardship.
Corporate Transparency Act Filing
We assist businesses with Beneficial Ownership Information reporting requirements under the Corporate Transparency Act. Our services include preparation and submission of mandatory filings, compliance consultations, and exemption analysis. We offer in-person guidance or complete filing management to ensure adherence to FinCEN regulations and avoid daily penalty accruals.
Financial Statement Preparation
Our AR-C 70 financial statement preparation meets SSARS 21 standards for businesses requiring GAAP-compliant reporting. We create accurate financial statements without audit assurance, ideal for companies seeking cost-effective reporting solutions. Services include single statement preparation, prospective financials, and supplementary information reporting for various business needs.
Estate & Trust Tax Planning
We provide comprehensive estate and trust tax planning to ensure smooth asset transfers while minimizing tax liabilities. Our services include trust administration support, executor guidance, and strategic tax-efficient allocation of assets. We collaborate with legal professionals to align tax strategies with estate planning objectives for individuals and business owners.
Remote Bookkeeping
Our remote bookkeeping services handle all financial record-keeping needs for small businesses and nonprofits. We offer customized solutions including transaction categorization, financial reporting, and software setup. Pricing based on monthly expenditure volume provides scalable support for organizations seeking accurate, cost-effective accounting management.
People
Samuel Steel
Certified Public Accountant
Certified Public Accountant with 30+ years of experience in tax preparation and IRS audit defense. Holds advanced degrees in Business Economics and Agriculture Management. Former Arthur Andersen professional with expertise in small business taxation and estate planning.
Questions
What Corporate Transparency Act services do you offer?
We prepare and file Beneficial Ownership Information reports, provide compliance consultations, and analyze exemption eligibility for LLCs and corporations under FinCEN requirements.
Can you help with IRS tax debt resolution?
Yes, we negotiate offers in compromise, establish installment agreements, and seek penalty abatements to resolve back tax liabilities and stop collection actions.
Do you specialize in military community accounting?
Our veteran-staffed firm offers tailored financial solutions for military members, including tax planning and business accounting services addressing unique service-related challenges.
What estate tax planning services are available?
We provide trust administration support, executor guidance, and tax-efficient asset transfer strategies while collaborating with legal professionals to meet estate planning objectives.
How do remote bookkeeping services work?
Our virtual bookkeeping handles transaction recording, financial reporting, and software management. Pricing scales with your business's monthly expenditure volume for cost-effective accounting support.
Reviews (5)
Ginger Richard
Oct 28, 2020 Report
Have used Jones Accounting for the Past two years. Will be using this firm again for 2019 taxes. Very professional and thorough.
Suzanne Dummer
Aug 01, 2020 Report
Kathy was rude and curt with not only me, but with her staff while I was waiting to see her. No one sent me the promised email with what I was to bring. Kathy lacks any compassion, patience or understanding. I would NOT recommend this place
Dina G.
Sep 20, 2019 Report
Great place, good people. Mandy understood my concerns. I needed help with my daughters taxes, while my daughter was in college. Mandy understood how to process a large inheritance for my daughter, taxes for deceased father, and discounts from attending college. Fast, efficient and reasonable. Thank you.
Patrick Christensen
Jul 11, 2019 Report
They don't always follow up on what they say they will do. We were late on making a payment on our bill and we got nailed with a fee that can only be called exorbitant.
Teri Maylor
Aug 01, 2018 Report
Sorry I can't say anything about the Accounting they do, but they were very nice about letting us look around the historical building they work in. I wanted to see it because it was the home lived in and built by my great-grandfather. Thanks!