Content Copyright ©2009 Paula Jefferson & Associates, P.C. Site Design and bio images ©2009: Kristin Greenlee
At Jefferson Harmon & Associates, P.C., we help you not only to plan and execute for today's financial environment, but also to successfully prepare and navigate through tomorrow's unforeseen contingencies. Beginning with your goals, specific needs and particular circumstances, we analyze, plan and forecast to help you minimize pitfalls and maximize opportunities. This total commitment to your continued success and prosperity is more than a slogan. It is our vision; it is our mission.
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Graduated with distinction from The Pennsylvania State University in 1983 with a B.S. in Accounting. After relocating to Texas in 1985, Paula earned the Texas Certified Public Accountant designation in 1987. She founded the firm in 1990. Paula earned Certified Valuation Analyst (CVA) certification in 2003.
Completed the Crosby MBA Program at The University of Missouri in 2009, and holds CPA licenses in both Missouri and Texas. While at the University of Missouri, David taught Personal Finance and was recognized as Finance Student of the Year. Prior to joining the JHA team, he had eight years of consulting experience and a background in due diligence engagements relating to mergers and acquisitions. David received his B.S. in accounting from The University of Texas at Arlington in 2001, is fluent in Indonesian and enjoys running marathons. On January 1, 2011, David became the third shareholder in JHA's 21-year history.
Graduated from the University of Alabama in 1984 with a B.S. in Accounting and a B.A. in Communications. Jeri earned the Certified Public Accountant designation in 1987. For the last 20 years, she has practiced accounting in Alabama, Pennsylvania, Connecticut, Florida and Texas. After owning her own CPA firm in Texas for 5 years, Jeri joined JHA in 2006.
Graduated from The University of Texas at Austin in 1988, with a B.B.A. in Finance. Barbara earned the Texas Certified Public Accountant designation in 1998. In addition to four years of public accounting at JHA, her experience includes 10 years in banking (teller, credit analyst, lending officer, Branch Manager). Barbara also served for four years as Accounting Manager for a brokerage and software development company.
Rik joined the JHA team in June 2011 after a brief experience in the financial services industry. He graduated from Oklahoma State University in 2010 with a B.S. in Accounting & Finance, and is currently pursuing an M.S. of Accounting at the University of Texas at Dallas.
Ben graduated from the University of Kansas in 2010 with a B.S. in Accounting and in 2011 with a M.S.in Accounting. While attending KU, he taught managerial accounting classes and was a member of Beta Alpha Psi. Ben moved to the Dallas-Fort Worth area from Kansas City. He recently passed all four parts of the exam required to receive his CPA license. Outside of the office, he enjoys hiking, traveling, and baseball.
Graduated from The University of New Mexico in 1980. Earned B.A. in University Studies. Prior to joining JHA in 2002, Phyllis had extensive management experience in non-profit and faith-based organizations.
Graduated cum laude from Texas Christian University in 2000 with a B.A. in Sociology, minor in History, after earning an A.A. from Phoenix College in 1998. Since joining the firm in 2002, she has remained dedicated to providing high quality customer service to our staff and clients through a variety of administrative support roles. Megan, an avid photographer both in and out of the office, is considered by teammates to be the "office shutterbug."
Graduated from the University of Texas at Arlington with a B.A. degree in Psychology. Prior to joining JHA in 2008, Karen had extensive administrative and project management experience, as well as 10 years working as a crisis counselor with youth and their families. She assists the JHA team with workflow and proactive deadline management with clients. Outside the office, Karen enjoys baking.
Nicole graduated cum laude from Truman State University with a B.A. in Psychology in 2009, with minors in Statistics and Political Science. She is currently completing a M.S. of Experimental Psychology with a concentration in Research Design and Statistical Methods. Prior to joining JHA in 2011, Nicole had experience as a Statistical Consultant. She assists the JHA team by providing administrative support to staff and high quality service to clients.
Katie graduated from Lamar University in 2008 with a B.A. in Psychology and a minor in Deaf Education. Prior to joining the JHA team, Katie worked with the deaf community and continues to become fluent in American Sign Language. She also earned her Certified Nurses Aide licenses, and completed a 6 month internship at the International House Of Prayer in Kansas City. Katie joined Jefferson Harmon & Associates, P.C. in October 2011 as a member of the Administrative Team, and is a valuable asset to our front desk team.
We began the transition to a paperless workflow and document storage system in late 2008. One of the greatest benefits we believe our clients experience is the prompt response to requests for copies of tax returns in PDF format, which can easily be emailed to clients, attorneys, or bankers as requested.
Preserving the integrity and security of our clients' information is paramount. We are engaged with a co-location facility in south Texas, which offers our firm real-time redundancy, secure electronic data storage, and the ability to go live with current information should catastrophe strike at our Hurst office.
Our paper consumption in 2009 declined 75% from our prior year. Toner use declined on a similar scale. The result was significant to our bottom line and to the environment in which all of us live.
In 2010, our efforts will be dedicated to retrieving and scanning prior year files from our offsite storage facility, once again enhancing our responsiveness to our clients needs by allowing quick and easy access to historical information.
As the firm grows and this technology improves, we will expand this paperless transition to include annual tax organizers in fillable PDF format, tax return delivery via electronic means, and secure FTP portals to send, retrieve and store tax information.
"...Because the world is not flat."
We'll help you not only to plan and execute for today's financial environment, but also to successfully prepare and navigate through tomorrow's unforeseen contingencies. Beginning with your goals, specific needs and particular circumstances, we analyze, plan and forecast to help you minimize pitfalls and maximize opportunities. This total commitment to your continued success and prosperity is more than a slogan.
Tax Services
Selecting the right tax advisor is one of the most important decisions your company will make. JHA's tax professionals are extensively trained in federal, state, and local taxation. We offer creative advice on federal tax issues for corporations, partnerships, and other business entities. Our proactive planning solutions are integral to managing your overall tax liability. Tax services include, but are not limited to, the following areas of service:
•Federal income tax planning
•Multi-state tax planning
•Compliance services
•Transaction structuring
•IRS representation
•Business owner's tax and wealth management
•Succession planning
•Exit strategies
"All roads lead to Rome" best sums up our Entrepreneurial Service focus.
Entrepreneurs are the center of their:
•Business network
•Estate plans
•Asset protection strategies
•Income tax planning opportunities
•Wealth accumulation models
•Succession plans
Annually, we review all of the above considerations. Together with the entrepreneur's team of advisors, we explore ways to enhance the value of the entrepreneur's assets.
As the life cycle of each business evolves from growth mode to maturity, we offer analytical perspectives of the business and its role in the entrepreneur's portfolio. We consider the value of each business, ways to manage the impact in the family's estate value, and opportunities to harvest cash flow or entity value for other family planning.
Our perspective is that of the entrepreneur:
How can we streamline this structure?
Minimize tax?
Enhance value?
What would I do if this were my family?
With our knowledge of income and estate tax, valuation, and entity selection, we can significantly impact the entrepreneur's portfolio.
Not-for-profit organizations come in many shapes and sizes. They share several of the same opportunities, risks, and obstacles faced by for-profit businesses. Moreover, they must also address a host of unique and complex regulatory and operational concerns, none more significant than maintaining their tax-exempt status.
Our goal is to help nonprofits successfully navigate these complexities and challenges so they can more efficiently and effectively achieve their worthy objectives. In the current changing and challenging economic times, many organizations are re-evaluating expenses, ways to save, and cost-cutting measures. Together, we can help you realize practical, economical solutions.
Individual income tax planning is the doorway through which we develop relationships with families and utilize our knowledge and skills to assist in their planning needs. Many of our clients visit us annually to prepare a Form 1040 and discuss tax law changes that affect them. As we review tax documents, we also consider changes in withholding or estimated payment vouchers for the next tax year. A "no surprise" April 15th balance due or refund is the goal.
During our years of relationship with a family, we often address other needs that may arise:
•Estate income tax returns
•Trust income tax returns
•Retirement planning
•Tax strategies for the income producing years and the retirement years
•Divorce or pre-marital tax advice and/or valuation opinions
•Estate and gift tax returns
•Strategies to offer financial support to older generations
•Options for providing financial support to younger generations
•Household budget planning
•Analysis of employment agreement tax considerations
In our 21-year history, we have fielded such questions as, "There's a leak in our rent house; should we hire a plumber?" and "My publicly-traded employer will be selling next month and I'll have a significant windfall. What can I do to minimize tax?" Regardless of the nature of the call, we enjoy hearing from our annual clients between tax seasons.
Internal Accounting Support
Clients appreciate our customized levels of service and our ability to meet their individual business needs. An accounting professional completes or reviews your data on a timetable of your choosing. You gain real-time accurate information, which enables you to more effectively manage your business. Service can be provided:
•Bi-weekly
•Monthly
•Quarterly
•Semi-annually
•Annually
•As needed
Additional Education and Training
•Web-based video tutorials (QuickBooks®, etc.)
•Best Practices instructions and consulting
•Peachtree support
•Periodic seminars on current financial topics
At Jefferson Harmon & Associates, P.C. we place a premium on relationships. We offer individual consultation on an as-needed basis. In addition to internal accounting support, we also offer QuickBooks® training, cleanup, and review. Whether your location preference is onsite (your office or ours) or remote access, we can provide solutions to your QuickBooks® needs.
QuickBooks® Training and Consultation
•Remote Access - attended or unattended sessions
•On-site - we make house calls
•Telephone support
•Data file setup
•Troubleshooting
•One-on-one training
•QuickBooks® tune-up - review and cleanup of your data
•Journal entries & adjustments
•Shared bookkeeping responsibilities
•Report customization
•Conversion of Peachtree files to QuickBooks®
The accounting profession is characterized by a delicate balance between regulation and numbers. Our professional side drives us to ensure that all compliance requirements are fulfilled, resulting in the best possible outcome for our clients. However, we are more than just a professional accounting firm; we are a personal service firm.
Although a doctor may work in the medical field, his practice is defined by the treatment administered to patients. A personal service firm is nothing without people to serve. Jefferson Harmon & Associates, P.C. is driven beyond the numbers to develop relationship-based synergies with our clients and their advisors to reach their full potential.
The Administrative Team at JHA exists to maximize the amount of time and energy the accounting professionals dedicate to our client relationships. Through the facilitation of appointments and teleconferences, project management and client special requests, the Administrative Team's role is to support and enhance the quality of the long-term relationships clients build with our firm.
Additionally, the Administrative Team members act like air traffic controllers by listening to the clients' needs and identifying the staff member best able to quickly and expertly provide a solution.
We have the honor and pleasure of welcoming clients into our office and being the voice on the phone when you call. Our goal is to increase the value of our clients' and our staff's time by maximizing efficiencies. We listen. We analyze. We serve.
Common IRS Forms
W-4
W-9
941
SS4
1040-ES
8882
Other Forms and Publications
Downloads
Go ahead and download our most common forms and organizers
New Client Paperwork
2011 Tax Organizer
2010 Form 990 Client Questionnaire
Educational Tutorials
Join us on YouTube as we walk you through the most common QuickBooks® tasks. No more guessing. We're here to hold your hand through the whole process.
How to Make an Accountant's Copy in QuickBooks®
How to Import Accountant Changes in QuickBooks®
How to Create a QuickBooks® Back-Up of Your Data File
More on our BLOG!
Welcome to our new FAQ section!
This area will be constantly updated, so come back and visit often!
Click on a category below to be taken to our FAQ library on that subject. You will be redirected from this website to our blog.
Individual
Business
Nonprofit
QuickBooks®
JHA
If you have any FAQs you would like to see addressed by our staff, please let us know! info_partnersforbusiness.com
We created a blog to provide current and potential clients with all the news and resources they need to stay up to date with what’s going on in the tax world and at JHA. Stay tuned for tax and accounting links, articles of interest, and educaitonal video tutorials. You can easily stay up to date with our blog by subscribing to our RSS feed.
We welcome your interaction and feedback via comments on our blog . If you have an article or tutorial idea you'd like to see featured on the blog, please write us at
info_partnersforbusiness.com
Our Address
840 Thousand Oaks Dr. Hurst, TX 76054
Tel.: 817-355-9292 (Metro)
Fax: 817-571-7794
E-mail: info_partnersforbusiness.com
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Contact Us
Interested in Joining Our Team?
We are always interested in meeting individuals who are aligned with our corporate values. Our culture is built upon principle-centered leadership. We are a team that focuses on client stewardship, quality work, and professional growth for all teammates.
Current Job Openings:
Tax & Accounting Staff (starting June 2011)
Tax Intern (Summer & Fall 2011)
Resumes of interest will be retained for consideration during any current and future openings and may be submitted via email to: info_partnersforbusiness.com
Job Description:
Our firm provides tax, accounting and consulting services to individuals and various entities such as corporations, partnerships, estates, trusts, and non-profits. We are committed to serving our clients with integrity and providing knowledgeable and accurate financial guidance.
We work in a team-based environment that encourages collaboration among teammates to both enhance professional growth and guarantee the best client service possible.
Our firm desires industrious, committed interns to join our dynamic team for the summer and/or fall of 2011.
Interns will perform day-to-day accounting duties for tax return & compilation preparation, such as:
•Building workpapers & files
•Learning to discern between needed and unneeded documents
•Participating in special projects, based on prior experience, skill level, and exhibited growth and development.
•Conducting research on current tax laws and legislation
Additionally, interns will work closely with CPA mentors who will provide guidance and coaching throughout their journey at our firm.
An internship with our firm is a great first step on your journey to becoming an Accountant. Our program will allow you to promote your professional growth by offering you the opportunity to apply classroom concepts in a work environment and gain a deeper knowledge of taxation and GAAP accounting.
Job Requirements:
Qualified candidates must be pursuing a Bachelors or Masters degree in Accounting or Finance, with a strong interest in planning and taxation. Required minimum GPA is 3.4.
The internship will be a full-time, paid position. Interns must be dependable and able to work a set, 40-hour-per-week schedule.
Candidates must exhibit:
•excellent communication skills
•exceptional analytical skills
•strong computer skills, with special emphasis on Microsoft Excel and Adobe Acrobat.
•the ability to multitask
Prior experience is helpful, but not necessary. Candidates must have completed Principles of Accounting I & II.
Interested candidates should submit a resume and cover letter to info_partnersforbusiness.com .
Established CPA firm in the heart of the Dallas/Fort Worth area seeks CPA-eligible candidates eager to grow in their profession with a firm dedicated to fostering professional development in all teammates.
The team at Jefferson Harmon & Associates, P.C. has been known for over 20 years as a firm which focuses on client stewardship and quality work, offering customized levels of tax and accounting services to clients worldwide. Our commitment to annually updating our technology resources and hardware has led to the implementation of such exciting things as a paperless environment and proprietary workflow software.
Our non-profit consulting and accounting services segment continues to expand at an exciting pace, allowing our team to have a meaningful presence in non-profit community organizations. The opportunities for growth in a firm our size are limitless and at a self-directed pace once foundational proficiencies are established.
The firm currently has entry level tax and accounting staff positions available, beginning in June 2011, with a starting salary of $55,000. Benefits of working at Jefferson Harmon & Associates, P.C. include a team-oriented environment; medical, dental, and vision benefits; 401(k) with matching; and complimentary availability of a Colorado vacation home.
Long-term success in our firm can be achieved by individuals who:
•Think building meaningful relationships with entrepreneurs and leaders in our community is appealing.
•Desire unlimited and customized opportunities to expand professional skills.
•Believe a good day at work includes resolving challenging tax matters.
•Find helping clients achieve their personal, professional and financial goals is rewarding.
•Enjoy client interaction and relationship-building.
•Demonstrate decision-making and problem-solving skills, along with an ability to consistently honor project timelines within budget.
•Understand flexibility and adaptability are essential keys to success.
Successful candidates will:
•Have a Master of Business Administration, or a Master of Science in Accounting or Tax, with strong academic credentials (3.4+ GPA) and a minimum of 30 hours in Accounting.
•Meet minimum requirements before beginning employment to sit for CPA exam.
•Possess strong working knowledge of accounting concepts and tax compliance research software.
•Demonstrate ambition for continued professional growth and development.
•Be available to work extended hours during tax season and other deadlines as necessary.
If this position, our firm, and the opportunity to grow in the accounting profession sound appealing, please contact us at the email address below; interviews are ongoing.
Send resumes with a cover letter to info_partnersforbusiness.com .
840 Thousand Oaks Dr. Hurst, Texas 76054 Tel: 817-355-9292 info_partnersforbusiness.com
