Financial Statement Services

AR-C 70: Preparation of Financial Statements.

The objective of our engagement is to prepare the Financial Statements in accordance with accounting principles generally accepted in the United States of America based on information provided by you. We will conduct our engagement in accordance with Statements on Standards for Accounting and Review Services (SSARSs) promulgated by the Accounting and Review Services Committee of the AICPA and comply with the AICPA’s Code of Professional Conduct, including the ethical principles of integrity, objectivity, professional competence, and due care.

We are not required to, and will not, verify the accuracy or completeness of the information you will provide to us for the engagement or otherwise gather evidence for the purpose of expressing an opinion or a conclusion. Accordingly, we will not express an opinion or a conclusion or provide any assurance on the Financial Statements.

As part of our engagement, we will issue a disclaimer report that will state that the Financial Statements were not subjected to an audit, review, or compilation engagement by us and, accordingly, we do not express an opinion, a conclusion, nor provide any assurance on them.

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Jones Accounting Associates can prepare tax returns and give suggestions on strategies that focus on tax-efficient allocation of income and principal by trusts and estates, even if you already have a lawyer who is handling the administration of the trust or estate.  We collaborate with attorneys to ensure that your estate or trust is being managed in a manner that is most beneficial for your goals and circumstances.

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