Tax Prep with built in reassurance
Get help with all of your personal tax needs.
Cherie Jones is a CFP® professional.
Trusted by the best
Why Cherie Jones?
Certified Financial Planner ™.
Manage your money easily with our professional financial advisors.
Cherie has obtained her CFP® certification.
Tax
IRS designated Enrolled Agent. 20 years’ experience handling even the most unique tax situations.
Cherie is a Region Three Director, Board of Directors for Orange County Chapter.
Here to help you
If you missed the tax deadline or filed an extension, you can still meet in office or virtually to help get your taxes done.
File as soon and possible to limit penalties and interest if you owe.
If you are a taxpayer and looking for some assistance in tax filing preparation, then Cherie Jones can be of assistance to you.
“Cherie has helped my family since day one. She took care of all of our multi-state tax returns for us, so we could focus on the important things”
John Davidson
Tax client since 2004
Taxes and Retirement
Simply put, the realities of retirement have changed—drastically. High inflation means higher cost of living, and taxes can consume a significant portion of your retirement income if you don’t have a plan. If you want to maintain your lifestyle in retirement, Cherie can help you craft the tax-efficient retirement strategies can help you stay on track.
Cherie Jones, EA is an IRS registered tax preparer in Garden Grove, California.
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