Welcome!

We endeavor to provide our clients with the very best professional services possible. This Website was designed to enhance those services by providing online answers to many of your everyday financial dealings and frequently asked questions.

Information About This Firm

Learn more about this firm; its history, philosophy and personnel. Visit this page to learn about the diverse and beneficial services available from our firm.

Client Center

Let us simplify your life! Chat with us online, use our tax organizer to help you prepare for tax season or refer to the tax calendar for those important deadlines.  You will also find a list of IRS Forms or Tax Publications that you may view, print or save to your hard drive. 

Making Smart Decisions

Timely articles about business, taxes, finances, trends and the like. Dedicated to keeping our clients abreast of the latest developments and tax saving strategies.


Newsletters

This section provides you with our current newsletter articles, as well as an archive collection that you may find useful.

Research & Financial Tools

If you're retiring, planning for a child’s education, buying or selling a home, buying or leasing a car, looking for the best credit card rates or mortgage rates…this section has the answers. Take a few moments to browse through all the various Internet links and calculators.  They are categorized so your visits to the site will be both efficient and pleasurable.



4679 Winterset Drive, Columbus, OH 43220  Phone:     Fax:    Email: sjones@wintersetcpa.com

 

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.  Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

This is not a solicitation for sale of securities in any jurisdiction.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

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