Full Service Tax And Accounting Firm

Proudly Serving Conroe, Willis And The Greater Montgomery County Area



At Sarah Jones CPA, We Build Protect Grow Solutions

Welcome To Sarah Jones CPA! We are a CPA Firm located in Conroe Texas, but are also licensed by the IRS in all 50 states. We are a boutique firm, specializing in advanced tax planning and providing massive value to our clients through our innovative strategies and services.

We feel that each business owner should have a good CPA on their side. A CPA should not be seen as a "cost", but rather an investment in your tax planning and wealth management process.

We offer a complimentary tax analysis to all potential and new clients. Tax planning is the foundation of all we do here at Sarah Jones CPA.

Our Mission

We help our clients build their dreams, protect their assets, and grow their legacy.

Our Vision

Strategic Tax Solutions. To us, tax planning is the most important component for long term success.

Why Us

Different, in a Good Way. Dedicated team - we do not outsource...period.

$ 0
0
0
0

BUILD

We help you build your dreams. We give you a solid roadmap to achieve your financial goals along with regular, ongoing support to drive your operations.

PROTECT

We help you protect your assets. Building your dreams is hard work-and our team works hard to ensure that the fruits of your labor are well-protected from both a tax perspective and estate perspective.

GROW

We help you grow your legacy. This is where the fun really starts. Taking your dreams, and your protected assets...and building a custom legacy plan for you and your family. What would you like to do in your later years..travel the world, write a book, retire in your dream community? What do you dream of creating for your grandchildren or future generations? Or for the charity most dear to your heart? We offer full-service wealth management and insurance services custom-built for each client.

Services

SERVICES OFFERED AT SARAH JONES CPA

ACCOUNTING AND ADVISORY

Accounting And Bookkeeping, Financial Reporting, Payroll, Budget Forecasting.

TAX

Individual Tax Preparation, Business Tax Preparation, Tax Planning, IRS Audits.

BUSINESS CONSULTING

Estate And Trust Advisory, Operational Improvement, Strategic Planning, Succession Planning.

WEALTH ADVISORY SERVICES

Individuals And Family, Asset Management, Integrated Tax And Financial Planning, Estate Planning. . Coming Soon!

INSURANCE

Individuals And Family, Income Replacement And Protection, Asset And Financial Solutions.Coming Soon!

Sarah Jones

CEO

Sarah Jones is a long-time Willis resident (Go Kats!) and is a WHS graduate. She is a Certified Public Accountant in the state of Texas and is an Enrolled Agent; licensed with the IRS in all 50 states.

She holds a Master of Business Administration, Master of Science in Accountancy, and a Master of Science Finance. She also holds a Certificate in Financial Management from Cornell University.

Sarah also holds the prestigious designation of Certified Tax Planner, available only to CPA's, EA's, and Attorneys. Her passion is tax planning and strategically setting her clients up for long-term success in building their dreams, protecting their assets, and growing their legacy.

She has been married to Phil Jones for 10 years and together they have four children: Devyn Conner, a resident of Louisiana; Kloe Bailey, a student at Dallas Baptist University; Taylor Jones, a student at Texas A&M University, and Phil Jones III, a spunky 6 year old who gets spoiled by his older sisters. They are members of Over Under Fellowship and enjoy traveling, working out, and spending time with family.


follow me

LOOKING FOR HONEST AND RELIABLE SERVICES?

Best Certified Public Accountant Conroe TX

Make An Appointment Today With Our Online Form

What Our Customers Have To Say

OVER $1,000,000 SAVED BY 1,000+ CUSTOMERS. SEE WHAT THEY HAVE TO SAY.

Team

MEET THE SARAH JONES CPA TEAM

Andrea Gray

FINANCIAL CONTROLLER

Brittni Douglas

OFFICE MANAGER

Colleen Shannon

CLIENT MANAGER

Emily Elliott

CLIENT PROJECT MANAGER

Contact Us

GET IN TOUCH WITH US

Success! Your message has been sent to us.
Error! There was an error sending your message.

ADDRESS

MON - FRI: 9:00am - 3:00pm

CALL US NOW
(936)228-2231