0058X00000Gr3BSQAZ

Tom Jones

Senior Tax Advisor

CPA

Office Information


Request a Meeting

Tom’s Locations

340 E Clark Ave
Orcutt, CA 93455
(805) 937-4556

About Tom

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

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

  • Current Your info
  • Contact
  • About you
  • Confirm
1 of 4

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.