Deborah Jones, EA, CFP®

Deborah Jones, joined the family business of Jones Tax & Financial Services in 1993, after graduating with a Bachelor of Business Administration in Finance from The University of Texas at Austin. She is currently the primary Wealth and Tax Advisor at the firm.

Deborah joined H.D. Vest Investment ServicesSM in 1993 (currently known as Avantax Wealth Management) and holds license series 6, 7, 62, 63, 65 and holds the designations of CERTIFIED FINANCIAL PLANNER®, Investment Advisor Representative, and Texas Insurance Agent. She also holds the ENROLLED AGENT (EA*) designation, which is the most expansive license the IRS grants to tax professionals. Deborah provides personalized tax preparation and planning, as well as wealth management services.

Deborah was raised in a military family that allowed her the opportunity to live all over the U.S. before settling here in Texas. She is actively involved in the community with various service organizations. She enjoys traveling and spending time with friends and family

^{*Enrolled Agents are Federally Licensed Tax Professionals. They are required to demonstrate to the United States Treasury their competence in matters of taxation before they may represent a taxpayer before the IRS. EA's are the ONLY federally licensed tax preparers who have UNLIMITED rights to represent taxpayers before the IRS.}

^{**CERTIFIED FINANCIAL PLANNER™ certification identifies professionals who have met the highest standards of competency and ethics established and enforced by the CFP® board. These Standards of Professional Conduct require CFP® professionals to act in the best interest of their clients.}