The Tax-Free Roadmap
Schedule
Fri May 08 2026 at 10:00 am to 11:00 am
UTC-05:00Location
WFG National Title Company - The Woodlands | The Woodlands, TX
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Build, Protect, and Grow Your WealthAbout this Event
Sarah Jones, CPA, is the founder of Sarah Jones CPA, LLC (SJCPA), a Conroe, Texas-based firm specializing in advanced tax planning, and CFO services. With a background in finance and a master’s in accounting, she focuses on high-value tax strategies through her "BUILD. PROTECT. GROW." roadmap
Key Highlights of Sarah Jones, CPA:
- Firm Focus: Provides tailored tax strategies, consulting, and wealth advisory for high-performing business owners to maximize profitability.
- Qualifications: Certified Public Accountant (CPA) in Texas and an Enrolled Agent (EA) licensed by the IRS in all 50 states.
- Background: Holds a Master of Science in Accountancy, a Master of Science in Finance, and a Certificate in Financial Management from Cornell University.
- Approach: Known for proactive tax planning rather than just compliance, often utilizing a "roadmap" framework to help businesses scale..
- Author & Expert: Author of Fire My CPA and the upcoming Tax Free Millionaire.
- Recognition: Named a top CPA and recognized for cultivating a firm culture focused on "heart, hustle, and happiness".
- Personal: Based in the Conroe/Willis area, she is a supporter of local community and family-focused business growth.
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Where is it happening?
WFG National Title Company - The Woodlands, 1450 Lake Robbins Drive, The Woodlands, United StatesEvent Location & Nearby Stays:
Tickets
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