Tax Advisory

Private Wealth Tax Advisory is a full-service professional accounting firm specializing in individual and small business tax planning and preparation. Helping our clients grow financially by keeping more of the money they make is the foundation of the practice. Unlike many other tax advisory firms with a cookie-cutter approach, Private Wealth Tax Advisory is dedicated to providing unique accounting solutions tailored to fit specific needs. Because we are associated with Private Wealth Consultants, LLC, we offer unique insight into not only financial planning and wealth management, but also tax preparation that offers a holistic approach for our clients financial well-being. Our clients are treated with the utmost respect, confidentiality, and personalized service so rare in the industry. Private Wealth Tax Advisory – Our Philosophy: Seek First to Understand and then Be Understood. 

Jennifer A. Jones, CPA
Jennifer majored in accounting at Bowling Green State University receiving her BS in business administration in 1989. Throughout the years, Jennifer has developed a specialty in the areas of individual and small business taxation and planning. She knew as early as her college days that she desired to help individuals save taxes and manage finances. Jennifer started her career by joining the tax staff at Arthur Andersen & Company in Cleveland, Ohio. While there, she received her CPA certification and gained a world of knowledge working with multimillion-dollar corporations and wealthy executives; however, her true aspiration was always to work intimately with small business owners and their families. In 1993, she and another colleague at Arthur Andersen and Company started their own accounting and tax practice catering to this entrepreneurial group. Jennifer is the owner of Accounting Unlimited, Inc., and works in association with Private Wealth Tax Advisory of Fort Myers, Florida. Jennifer services nearly 700 individual tax clients annually and works closely throughout the year with many small business owners to improve business operations, reduce taxes, and ultimately prepare them for the transition from business owner to retiree. Jennifer often serves as speaker to various groups in the areas of taxation and planning. She is CPA and member of the Maryland Society of Accountants. She enjoys giving back to the community and is a former rotarian, having served both as treasurer and as her club's president. In her free time, Jennifer enjoys working out, completing her first sprint distance triathlon in August 2007, reading, socializing with friends, and, most of all, spending time with her husband, Rich, and twin sons, Jason and Hunter.
 

Tax services offered by Private Wealth Tax Advisory are separate and unrelated to Commonwealth