Wesley Jones – CPA, ChFC®

As a certified public accountant with 25 years of wide-ranging experience, Wesley worked with KPMG (Auditor), PAGAS Mailing Services (Controller, General Manager, Strategic Services Manager), Intuit (TurboTax Standards and Evaluation Team) and several non-profit organizations. Wesley has also maintained a sole-proprietorship tax preparation business since 1995.

His mission is to provide valuable and quality service to clients in all aspects of the tax preparation and planning process.

Education: B.S., Business Administration with Concentration in Accounting, Appalachian State University; Chartered Financial Consultant®, American College of Financial Services

Certifications: North Carolina Certified Public Accountant (CPA) #25986, AICPA Certified Information Technology Professional (CITP), Chartered Financial Consultant (ChFC)®

Practice Areas:

  • Tax & Tax Planning

Community and Professional Associations:

  • Member, American Institute of Certified Public Accountants
  • Member, North Carolina Association of Certified Public Accountants
  • Board Member, Council on Aging of Henderson County

Personal Interests: Born and raised in eastern North Carolina, Wesley developed his strong work ethic as a young man alongside his father working on John Deere farm equipment and various other vehicles. While attending Appalachian State University, he met and married his wife, Karen. He also helped his mother start a very successful small business during that time. Wesley and Karen fell in love with WNC and moved their family to Hendersonville in 2005. In addition to loving his new role as grandfather, Wesley enjoys spending time camping, fishing, hunting, and birdwatching and has been an avid outdoorsman all his life.