Beyond Numbers - Empowering Business Owners Through Tax Planning!

patrice jones

Tax Strategist Patrice Jones founded Patrice Jones & Associates in 2020 as an online boutique providing a full range of tax and accounting services, including tax preparation, tax planning, bookkeeping, virtual CFO services, and business formation. She also assists clients with lowering their tax liability and staying IRS compliant.

tax PLANNING for small businesses

For most small businesses, every penny counts. Not only do you want to optimize revenue, but you also need to minimize your tax liability. In this compilation, we provide tax strategies every small business owner must know to reduce their tax bill.

patrice jones

ABOUT

With 7 years of industry experience, Patrice advises clients on past and current tax matters and offers tax law guidance to ensure their understanding of projected future returns. She devotes ample time to each client, ensuring every concern is addressed during each consultation.

Patrice believes the right mindset is crucial for personal growth and progress in life. She stresses the importance of surrounding oneself with successful individuals and maintaining persistence in all our endeavors.

Born and raised in Milwaukee, WI, Patrice earned an Applied Science Degree from Bryant & Stratton College in 2005 and is affiliated with the National Association of Tax Professionals. She holds a Fast Forward Academy Certificate of Completion from the IRS Annual Filing Season Program, is authorized to provide E-File services, and aspires to become an Enrolled Agent.