Partnership Guidance for Edward Jones Financial Advisors

Understand your options: employee, Service Partner, or Joint Venture Service Partner.

Taxes are US, LLC
Taxes are US, LLC specializes in consulting for Edward Jones Financial Advisors who are evaluating the tax and business implications of being an employee versus operating as a Service Partner or a Joint Venture Service Partner. We help you understand how each structure can affect income, deductions, compliance responsibilities, and day-to-day operations so you can make informed decisions aligned with your goals. The enrollment period at Edward Jones is from late September to late November every year. Taxes are US, LLC is NOT affiliated with Edward Jones nor any of its subsidiaries.
Choose the Right Structure. Avoid Costly Surprises. All Inclusive Price of $ 395.
Get clarity on taxes, compliance, and what your Edward Jones Financial Advisor role means for you. Started by a former contractor of Edward Jones.

Services

Role Structure Comparison

Side-by-side guidance on employee vs Service Partner vs Joint Venture Service Partner from a tax and operational perspective.

Tax Planning for Advisors

Actionable planning insights to help you anticipate liabilities, identify deductions, and stay organized throughout the year.

Preparation of Individual Income Tax Returns

We can prepare your individual federal return and both resident state income tax returns and all nonresident state income tax returns.

Compensation for Financial Advisors

We can advise Financial Advisors at Edward Jones on their unique and complicated compensation structure.

Preparation of Personal Financial Statements

Monthly Financial Statements as a result of personal bookkeeping services on a monthly basis utilizing QuickBooks Online.

Unlimited Questions

Get all questions answered throughout the year via email.

Contact

  • Monroe, NY, USA
  • 20 Ford Court

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