Looking for a Tax Advisor for Your Self-Storage Facility?
What is your professional experience within the Self-Storage Industry?
I have 35+ years of experience as a tax and business advisor, I have been working with Self-Storage clients for the past 25+ years.
Who will I be working with?
You will be dealing directly with me, Jerry Jones, CPA, I do all my own work, answer my own phone and open my own mail.
What are your fees?
Call me and let’s talk. I customize my services to your specific needs.
Can I have references?
I have various Self-Storage facility owners that would be happy to talk to you.
Where are you located, can you work in my state?
It does not matter where my clients are, I can practice in all states and with email, my portal and phone, I am just a phone call or email away. I currently have clients in South Dakota, Tennessee and Virginia that I have never even met.
I just want to stress how pleased we are with Jerry's services. My husband and I are in the process of purchasing a self-storage facility. We had been in consultation with our former CPA and were greatly disappointed. The former CPA's help was so generic, leaving us to do research on our own. I wanted a CPA to be the one advising me of what I should do, not the other way around. I don't have the time, nor expertise. People I spoke with recommended trying a different CPA near the storage facility but it seems all simply want to treat storage like a standard commercial business, which it is not.
I own 3 storage properties (2 in one state and the other in another state over 100 miles away)and work a full-time job about 100 miles in another direction; with all my travelling I sometimes feel like I get behind the 8-ball. That is where I was on my taxes when I contacted Jerry to prepare them. It is not a good practice to be at the last minute and needing to have your taxes prepared, but Jerry met the deadline with exceptional professionalism. I am located approximately 2,500 miles across the country from Jerry but that has been no hindrance in receiving timely exceptional customer service from him. In discussions with Jerry, he has had made suggestions that has helped me improve my operations. His knowledge of the self-storage industry incorporated into your accounting and tax-planning of your operations will prove to be invaluable. I believe he will provide you with the highest level of accounting service and tax planning and preparation for being an owner in the self-storage industry.
Jerry Jones, CPA Has Been Working With Self-Storage Facilities For the Past 25+ Years
Jerry brings to the table a tax, accounting and financial background to help self-storage facilities in a multitude of ways. Jerry Jones has designed monthly management reports to help the owners of facilities to get a better handle on their cash flow and expense analysis. These reports consist of, but are not limited to; monthly/annual to date comparative statements with prior year, 13 month cash flow statement used for seasonal comparisons, to facilitate cash flow management and for multiple facilities comparative statements and year to date combined statements. 3-5 year annual comparative statements by facility.
Selecting a CPA goes far beyond a professional to prepare the tax return, or even to help with a little planning to reduce taxes. Jerry not only has the expertise and experience to meet and exceed the tax prep requirement, but goes far beyond with retirement planning and he advises in making business decisions that could have a tax impact in the future. What really sets Jerry apart from the crowd is that he not only has a lot of Self-Storage experience, but he cares about my business, and looks for ways to help me make MORE money. Anyone can find a CPA to spend money, but it is rare to find one that actually INCREASES my revenue…and then protects it from taxation! Jerry is a “keeper”!
The Self-Storage CPA works closely with the property managers to ensure proper bookkeeping procedures are being followed. He understands the ins and outs of limited partnerships, LLC’s and other forms of business ownership to help the owner decide which entity is best for his facility. Jerry Jones, CPA does all his own work and can prepare tax returns for all states. Jerry gives his self-storage clients top priority during tax season to ensure that all returns are done and all K-1’s have been mailed to the partners/members by no later than March 15th each year.
As One of Jerry Jones's Self-Storage Clients States
“In addition to being the best tax advisor I have had the pleasure of working with, Jerry is first and foremost a wonderful person. Building my first storage facility and being a rookie to the industry, I was nervous on what I could expect in my first year of development. With all of the ups and downs of this first year all I can say is I had absolutely no worries when it came to the the most important part of our business - the numbers. Jerry Jones took the time to answer every question or concern we had when going though this process. If you are in the storage business give yourself a leg up and apply Jerry’s experience and expertise of this expanding and ever changing industry. You will be thankful you did."
Some of the Self-Storage CPA's Current Clients Include:
Storage Solutions
Southern California
Solid Rock Storage
Arkansas
SafeMax Storage
Tennessee, Alabama, Mississippi
Murphy Properties
Arizona and New Mexico
ICAN Storage
New York, New Jersey, Connecticut
SoCal Self-Storage
Southern California