About Us
Our Mission Statement
Our Beliefs
Simple Reports
We LOVE accounting, tax and tax planning. Like seriously. But, we understand that most of our clients don’t. They want the easiest, simplest means to an end. To know their accounting or their tax return is accurate and complete. For our monthly clients, we won’t send you 50 pages of reports. We know that these will end up in the trash can. We will send you a simple, easy to read report that will give you clarity on your business. We find that simple reports are the best way to give actionable steps/items that you can integrate into your business each month.
Strategic Tax Solutions
To us, tax planning is THE foundation for long-term success. Often overlooked, many clients that come to Sarah Jones CPA Firm as overpaying in tax. We are extremely passionate about tax savings! Again, no work at Sarah Jones CPA is outsourced; every tax return is processed by our internal team, reviewed and approved by Sarah Jones, CPA, EA and CTP. All tax planning clients work directly with Sarah Jones. Again, we strongly feel we are called to be different. Our tax planning is an area we really shine and are set apart from other CPA Firms.
Our Team
Sarah Jones
CEO
Sarah Jones is a long-time Willis resident (Go Kats!) and is a WHS graduate. She is a Certified Public Accountant in the state of Texas and is an Enrolled Agent; licensed with the IRS in all 50 states. She holds a Master of Business Administration, Master of Science in Accountancy, and a Master of Science In Finance. She also holds a Certificate in Financial Management from Cornell University. Sarah also holds the prestigious designation of Certified Tax Planner, available only to CPA's, EA's, and Attorneys. Her passion is tax planning and strategically setting her clients up for long-term success in building their dreams, protecting their assets, and growing their legacy. She has been married to Phil Jones for 10 years and together they have four children: Devyn Conner, a resident of Louisiana; Kloe Bailey, a student at Dallas Baptist University; Taylor Jones, a student at Texas A&M University, and Phil Jones III, a spunky 7 year old who gets spoiled by his older sisters. They are members of Over Under Fellowship and enjoy traveling, working out, and spending time with family.
Andrea Gray
Financial Controller
Hey there! I'm Andrea Gray. I am the Financial Controller at Sarah Jones CPA. I have a Bachelor's Degree in Banking and Financial Institutions and over ten years of full-cycle accounting. I'm an SHSU alumni (Eat 'Em Up Kats!) and I am a total nerd about numbers! I love working with companies to review the books and create a prosperous financial future and building friendships along the way. In my time off, my family is all about softball and hanging out with the kiddos.
Brittni Douglas
Office Manager
Hi! I am Brittni Douglas. I am the Office Manager at Sarah Jones CPA. I obtained a Bachelor of Arts in Political Science from Sam Houston State University and a Master of Arts in Social Services Counseling from Liberty University. Prior to becoming a mother, I worked at various customer service related jobs and was honored to receive the President's Award for Excellence in Customer Service. In my free time, I enjoy spending time with my kids, watching sports, being an advocate for Autism and Mental Health, and attending Christian events.
Colleen Shannon
Client Manager
Hi! I'm Colleen Shannon. I have five years experience and currently oversee client payroll, onboarding, bookkeeping and monthly reports. I have been married for 19 years and have three wonderful girls ages 15, 10 and 6. In my free time I enjoy being outdoors with my family-riding bikes and going to the park.
Emily Elliott
Client Project Manager
Hi! I'm Emily Elliott. I am the Client Project Manager at Sarah Jones CPA. I handle client projects, onboarding and sales tax/franchise tax. I have an amazing husband of 9 years and 2 beautiful children. In my free time, I enjoy spending time with my family outdoors out on the lake.
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