Spend More Time Doing What Matters Most.

Tax & Wealth Management Services For High-Net-Worth Individuals.

Spend More Time Doing What Matters Most.

Tax & Wealth Management Services For High-Net-Worth Individuals.

icon - holistic


icon - personalized


icon - expert


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

We know that true wealth encompasses more than just numbers–it’s about achieving your unique aspirations. Our expert 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

For those who want a coordinated financial team.

Together with our partner firm, we specialize in serving individuals and business owners who:

  • Want to spend time doing what matters most to them

  • Seek advice that considers their unique risk profile, liquidity needs, and tax circumstance

  • Are within a window to retirement or other major financial change (such as inheritance, selling a business, change of job, medical issue, etc.)

  • Are looking to work with a high-touch advisory team of CFPs and CPAs that are fiduciaries working in alignment to serve your unique tax and wealth management needs.


“I have had a great experience working with Tracy and her staff. They have taught us so much and understand the importance of tax care throughout the year. She is always available and I feel comfortable asking questions until I understand. We’ve loved our experience so much that we have now started to work with Robare & Jones Wealth Management for retirement. You will not be disappointed working with Tracy Jones and her team.”

- Cassie Gallagher

Gain a trusted advisory team to
steward your hard-earned assets.