About
Tom is a tax services veteran with nearly 30 tax seasons under his belt. He also served, during a 10-year interlude, as a corporate controller in the agriculture industry. Tom was co-owner of a CPA firm prior to joining Wealth Enhancement Group.
Tom specializes in planning and preparation for federal and state taxes for high net worth individuals with substantial investment activity, closely-help businesses, rental real estate, and other business interests. He also has broad experience serving partnership, LLC, corporation, trust, and not-for-profit organization clients.
Tom is passionate about finding the most advantageous ways to increase his clients’ tax savings. He uses his extensive accounting expertise to assess the impact of his clients’ financial situations and plans on their taxes, and craft strategies that enhance their short-term and longer-term tax benefits.
Tom lives with his wife of 38 years on California’s Central Coast. He likes to spend time with his family, be involved with his church, travel, wrench on his cars, watch home improvement shows, and work in his yard.
Education
- BS, Accounting, Liberty University
Resources from Tom Jones
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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