The Tax-Free Roadmap

Schedule

Fri May 08 2026 at 10:00 am to 11:00 am

UTC-05:00

Location

WFG National Title Company - The Woodlands | The Woodlands, TX

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Build, Protect, and Grow Your Wealth
About 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.

Event Photos
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Where is it happening?

WFG National Title Company - The Woodlands, 1450 Lake Robbins Drive, The Woodlands, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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