Garry A Jones & Associates - CPA, Tax Preparation, Accounting & Bookkeeping

Garry A Jones & Associates - CPA, Tax Preparation, Accounting & Bookkeeping

Reviews Summary

Garry A Jones & Associates receives overwhelmingly positive feedback for their professionalism, expertise, and responsive service. Clients highlight their deep knowledge in tax preparation, estate planning, and forensic accounting, with many praising their ability to simplify complex matters. The team is consistently described as attentive, detail-oriented, and proactive, offering personalized support for both businesses and individuals. Long-term clients emphasize their reliability and adaptability, while newer clients appreciate their clarity and efficiency. A rare negative note mentions overcharging, but the vast majority commend their transparency and value. Their collaborative approach and commitment to client success stand out across reviews.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Manufacturing
QuickBooks
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Manufacturing
QuickBooks
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License

Contact Information

Address

2815 Townsgate Rd STE 125

Westlake Village, California 91361

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I have known Gary Jones and staff for years. The entire Accounting Team is always helpful and considerate. Gary?s Firm goes way beyond to ensure his clients are well informed on changes on Tax Laws and Regulations. Very responsive and truly one CPA tax firm you can count on to do things right the first time. I would highly recommend you would reach out to Gary Jones and associates for all your business and personal tax needs. (Truly Extraordinary Service)

Garry and his staff have proven to be knowledgable, professional and very responsive. They have done an amazing job organizing my records and have made some great suggestions to help my business run more efficiently. Jaymee has been extremely helpful in getting me onboard and is always quick to answer my questions.

The entire team at Garry A Jones & Associates are top notch, professional, knowledgeable, and mindful of each client's unique situation! As a trusts and probate attorney, I know that my clients are in great hands when the I send them to Garry A Jones's team. My clients always speak highly of their experience and thank me for referring them here. Thank you for all you do and for taking professionalism to a whole new level!

We panicked when our previous CPA retired without notice, but we?re so grateful to have found such a proficient accounting team in Garry A Jones & Associates. Their service, teamwork, and communication are simply unmatched. They continually stand by us, growing alongside our business and adapting seamlessly as our needs evolve, and are there with solutions as new obstacles arise. We can't recommend this firm highly enough, they are truly masters at their craft.

We've had the pleasure of working with Garry A. Jones & Associates for the past few years, and it's been a delight. Their team is highly competent, responsive and friendly. They are genuinely interested in continuously improving and supporting our needs. It's refreshing to collaborate with a firm that values feedback and actively seeks ways to enhance their services and support.

We started with Garry Jones a few months ago. We are early in the overall process, but a lot of progress has been made to get things moving in the right direction. Looking forward to see what the future holds.

Highly recommend! I've worked with Garry and team for several years now and they've been fantastic in supporting with all things on the CPA front.

Garry Jones and his team were an important part of our success at Gourmet Coffee Service, as we operated the business. His team also provided outstanding support when we sold the company in 2017. Since then, his firm has delivered high level guidance for us as we navigate our way through the next chapter. Gary is accessible, professional and highly qualified to serve corporate or individual clients.

Garry, Jaymee, plus the entire team are incredibly knowledgeable. They handle complex tax issues with ease, and are all very professional / responsive. I would highly recommend their services, and am thankful they handle my books / taxes.

My experience with Garry A Jones & Associates was positive! They understood my case and took their time to make the paperwork I needed clear and easy to understand. Best Forensic Accountants around! With Garry?s expertise and honest work I had major leverage in my case and Won! Thank you Garry and Team. You all are a blessing!

Garry Jones and his associates are fantastic! We have been using their services for a while now and they have been truly incredible. They are extremely competent, friendly, very thorough, are up-to-date on the latest regulations and have no problem meeting deadlines. They also keep you updated on your file so you don't have to keep guessing if they are working on your matters. My husband and I highly recommend Garry A. Jones & Associates!!

The entire team at GAJ has gone above and beyond for us for years. The service, the teamwork, the communication, the care they show in every single aspect of what they do is unmatched. They stood with us and grew with our business, in addition to learning on the fly as our needs changed. I can't recommend this firm highly enough!

The office of Gary A. Jones and Associates helped me clean up a huge mess made by a previous accounting firm. They reorganized the entire financial picture for myself and my two companies, until we were ready to face a federal audit we needed to go through as part of a grant application process. All the members of the staff are friendly, and helpful, and not only has the company done a great job technically, I've also really enjoyed working with them. I'm grateful for the help they've given us, and I strong

Garry Jones and his team are responsive, detail-oriented and thorough. They have helped update our business bookkeeping and position us well for growth as a medical practice. I selected him after he was recommenced by a successful colleague of mine, and I have been happy with his firm's service so far.

FANTASTIC! I needed a forensic accountant to help me with a very emotional and difficult situation involving trust accounting. Garry Jones took what I thought was very complicated and was able to make it easy to understand. Garry helped me immensely to prevail in my legal matter. I recommend Garry Jones and his firm without any reservation. Garry Jones is great to work with and to rely on. I am so very happy that I chose Garry Jones & Associates to help me. J.W.

Garry A Jones and Associates recently completed the execution of my father's estate. It involved closing many accounts, liquidating stocks, selling a home and other possessions - all in another state, and then making the dispursements among six children living in four different states. They handled everything patiently, efficiently, and on a timely basis. We were always kept up to date on their progress, and we received detailed periodic reports as well as a very comprehensive final report. I speak for my

I have used Garry A Jones & Assoc, CPAs for my taxes over the past 3 years. Their service and expertise are excellent. This year I had the pleasure of working with Jaymee Francisco. She went above and beyond to answer my questions, and she responded to my emails immediately. I was very impressed. Tax time can be stressful, but with her support I felt confident. I would recommend and put my trust in this group for your taxes or any accounting needs.

I have been transacting with Garry and his staff over the past year regarding my father's tax estate matters. I have received excellent support and information regarding the in's and out's of estate matters after my father passed away. I highly recommend this company for their professionalism and expertise in Tax Preparation and estate tax filings. Thanks Garry, Veena, and Jaymee for all your assistance this past year!

Garry is an outstanding CPA. He developed multiple options for our project allowing us to find the right fit. We highly recommend Garry and his company.

I have known Garry and his staff for 20 years. He has helped me with complex tax and accounting issues with inherited real estate in both my wifes' family estate and my parents estate. I am a retired commercial banker. Garry also helped several of my business customers get their business finance, accounting and tax reporting/planning to a level that made them more viable business entities and much more profitable over time.

Garry and staff are my CPAs for many years. They do my taxes and much more. I use Quickbooks for my small distributorship business and they are truly experts. Most importantly they are business advisors. Garry is essentially my outsourced CFO and his people are my accounting staff. I believe I get great value from them. Helping me stay on top of the essential business admin tasks and allows me to spend more time serving my clients. I receive great personal attention and I highly recommend them.

Garry and his staff are extremely professional and knowledgeable. Their service is impeccable. Garry takes a personal approach to my accounting issues and is actually proactive in the management of my businesses and affairs. I highly recommend their services.

Dear Mr. Jones; Your expertise in forensic accounting was indispensable in the defense of our case. I was also very impressed with your demeanor and disposition in front of the court, coupled with your intelligent responses during cross complaints, which proved you were confident in your findings and you can truly think on your feet. Your timely performance was appreciated and kudos to your staff as well. They were very professional and had a lot of great questions. They were also a pleasure to work with.

Garry and his team are very fluid in keeping up with all the changes in current tax law and how it may be a benefit to my company. They are professional, honest and a great group of people to work with. They even answer my stupid questions without making me feel bad!!!!!!

I am entirely impressed with the detail, care, professionalism and desire to do what is best for us. Garry and his team of professionals go the extra mile for their clients. We are happy his team looks out for us.

I have been using Gary and his associates for quite some time now. They are very professional, have a great understanding and quick to respond. I would highly recommend them whether you need them for your business or personal needs.

Let me start of with you get what you pay for. Garry and his team are professionals, knowledgeable, and best of all put up with my silly questions! Brought my company a couple months ago and plan on staying.

Garry and his team have been wonderful to work with. Always on top of things and I know I can trust every last detail to them.

Efficient, personable service. The entire staff, many of whom I have worked with, are well versed in all aspects of business accounting, tax preparation and are excellent business advisors. They have been instrumental in both the sale of an existing business and the development of others. They have been invaluable partners.

Garry and his team have been doing our tax work for over a decade now, and we are very pleased with their professionalism and attention to detail. Thank you Garry.

The staff has been very responsive and gracious with all my concerns. The promptness in which they handle my questions is farmost the most impressive.

The best in the business. Happy customer for over 10 years.

Great value for service provided. Have been very helpful on difficult subjects.

Over charging client. Not honest practice.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.