Holistic
Personalized
Excellent
Providing You High-Touch, Comprehensive Solutions
We strive to provide peace of mind in all financial matters so you can focus on what you do best. And we’re committed to providing comprehensive solutions for your accounting, tax, and financial planning needs both personally and for your business. In order to achieve the holistic approach you deserve, we partner with our in-house full-service financial planning firm Robare & Jones Wealth Management. Our mutual clients have the benefit of a coordinated approach that considers the tax and investment implications of the solutions we provide.
Tax Services
Provided by Jones CPA Group
With complicated and ever-changing tax laws to contend with, tax preparation errors are common. But when you work with us, you can be assured that your tax planning and preparation will be meticulously conducted, ensuring that you avoid penalties, fines, and other tax dilemmas. We find every deduction and consider every applicable incentive to ensure you pay the lowest possible tax.
Services Include:
- Personal Tax Planning & Strategies
- Tax Preparation & Filing
- IRS Tax Problem Resolution
Wealth Management Services
Provided by Robare & Jones Wealth Management
We know that true wealth encompasses more than just numbers–it’s about achieving your unique aspirations. Our exceptional partners at Robare & Jones Wealth Management collaborate closely with you to design a personalized roadmap that aligns with your goals, risk tolerance, and liquidity needs.
Services Include:
- Financial planning
- Portfolio management
- Combined CPA, CFP and
attorney meetings
- Risk management
- Estate planning
- Regular monitoring
- Divorce Financial Planning