Cherie Jones

Cherie Jones is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent...

Cherie Jones has a Masters of Science degree in Chemical Engineering from the University of Kansas. After working 18 years as an engineer, becoming a senior manager at the Boeing Company, she decided to pursue her interest in income tax preparation. Facilitating this career change by going back to college at the University of California, Irvine, where she earned a certificate in Personal Financial Planning.  She was certified by the State of California to prepare income taxes in 2005 and then was certified as an Enrolled Agent by the IRS on April 28, 2006.

A wife and mother of two, Cherie spends her spare time knitting, gardening, and exercising. Her most precious pastime is researching her family history and others'? genealogy, as well as spending time with her family and pets.

Cherie uses an integrated approach to develop tax advice that is unique to each person's financial and business priorities, concerns and goals. She believes tax planning an ongoing process not just a once-a-year tax return.