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16842 Royal Crest Drive
Houston, TX 77058

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Jones Tax & Financial Services, Inc

(281) 486-4247

 

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We will help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management analysis

We also answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.





 *These services are offered by Deborah Jones through her affiliation with HD Vest

 
Deborah Jones, principal owner of Jones Tax & Financial Services, Inc, is an Enrolled Agent (EA*) with the IRS as well as a Certified Financial Planner (CFP**). She received her BBA from The University of Texas at Austin. Deborah...

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Melissa Botting has a BA from University of California at San Diego and an MBA in Accounting from the University of Houston. She has considerable experience with successful representation before the IRS, including waivers, forbearance...

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Cristy Barboza

Client Services Manager