Spirit Financial

Spirit Financial

5.0 (4)
2 hires on Thervo
36 years in business

About this pro

35 Year Tax Professional, specialize in individual, business taxes; including back taxes and problem resolution cases.

The satisfaction of helping client(s) avoid paying unecessary taxes using legal tax planning strategies.  Also, providing comfort and relief to those experiencing stressful tax situation(s).  Thank You!!!

Read more about this pro


Charlotte, NC 28212
Email verified
Phone verified

4 Reviews


  • Katherine H.

    Words can't express the gratitude I have for Mr. Jones. After experiencing my fair share of bad tax consultants, I can see why Mr. Jones stands out as the best. He is extremely professional, knowledgeable and effective. With his help, my tax problems are effectively being chiseled away and I'm extremely grateful for him. Katherine Henderson Kompact Place, Inc Morrisville, NC

  • Louis G.

    Mr. Jones, I want to thank you for telling me about SBA business Funding. If I had not been notified by u about applying for loan; I may not be in business today. Thank you for your wisdom, plus; being a great tax and business adviser. Keep up the good work!!! Louis Greene Louis Greene Trucking, Inc. Franklinton, NC

  • Trayce R.

    J. Rob Jones at Spirit Financial is a highly experienced business & tax consultant. Mr. Jones has been a wealth of knowledge for me and a great resource who's always available to answer questions and offer sound advice. I highly recommend him if you're looking for a business partner who can guide you to the next level--- Tracye Robinson TR Sells Homes Dallas, TX

  • A.

    I’m writing on behalf of Mr. J. Rob Jones at Spirit Financial to attest to his character, qualifications, personal service, and performance. Mr. Jones has always been a caring person that goes out of his way to share both his tax and personal knowledge in order to help everyone so that they can grow within themselves, families, and businesses. He is undoubtedly an asset to us Johnny Arnette Johnnys Trucking, LLC Sanford, NC


What is your typical process for working with a new customer?

Conduct initial phone interview with potential client to discuss particlars of their current tax situation and come to service agreement.

What education and/or training do you have that relates to your work?

35 years as Tax Professional; plus, both undergraduate and graduate degrees.

Services offered

Tax Accountants Business Tax Preparation Financial Advisors Tax Preparation Services Individual Tax Preparation