Offers online services
About
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!!!
Highlights
Hired 2 times
39 years in business
Serves Charlotte , NC
Offers online services
Reviews
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Katherine H.
Words cant 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 Im extremely grateful for him.
Katherine Henderson
Kompact Place, Inc
Morrisville, NC
November 06, 2020
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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
November 06, 2020
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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 whos always available to answer questions and offer sound advice. I highly recommend him if youre looking for a business partner who can guide you to the next level---
Tracye Robinson
TR Sells Homes
Dallas, TX
November 06, 2020
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Johnny 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
November 06, 2020
Frequently asked questions
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
Business Tax Preparation
Individual Tax Preparation
Financial Services And Planning