Estate And Trust Advisory

The team at Sarah Jones CPA, LLC brings a synergistic approach to financial planning with our clients. We believe that your financial team should work together-for you. We bring a team of professionals together to formulate the best, most strategic plan for you and your family.

We are experienced in Trust Tax Compliance and Administration and help our clients navigate the annual requirements of such trusts. We also offer oversight and bookkeeping services for trusts, helping with charitable distribution calculations and assisting with asset management.


Proudly Offering Estate And Trust Advisory Services In The Following Local Areas

Willis, TX

Conroe, TX

Spring, TX

The Woodlands, TX

Don't see your area listed? No worries, we can help! Give us a call at (936) 228-2231