From complex personal tax returns to corporate tax returns, Jones Tax Group provides tax preparation services for businesses and professionals. We know what tax form to file, even if you don't. 

Accounting Services

Our Certified Public Accountants provide monthly, quarterly and annual accounting services to businesses and professionals. Our team provides various levels of services based on your needs.

CFO Services

The Information a business receives from its CPA is very useful, if you understand what you are looking at and how to further analyze it to make the best decisions about your business. Unfortunately, many business owners don't utilize the financial reports provided by their CPAs because they don't understand how to use it to determine how to maximize their business goals. Jones Tax Group helps businesses understand how to read, interpret and implement movement based on CPA prepared financial reports.

Strategic Planning Retreats

One of the things we continuously tell our clients is that they have to spend time working ON their business instead of IN their business. If they do not allocate sufficient time working on their businesses, they continue to be business OPERATORS, not business OWNERS. To assist clients with allocating time to really work on their businesses without distraction or disruption, we offer Strategic Planning Retreats. We meet with the client in a destination conducive to relaxation and little interference.  We have 3 daily sessions over the course of 3-5 days to implement key tools such as budgets, amending business plans, financial projections, reviewing key metrics, and so much more. Business owners return to their business, re-energized, refocused and with a clear plan and path to reaching their business goals. 

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