About

Built on Experience. Driven by Results.

For over 35 years, TaxWealth has empowered clients to convert tax liabilities into reusable capital—minimizing burdens, maximizing retained wealth, and securing financial legacies with strategic precision.

What Drives Us

TaxWealth’s mission is to empower individuals, business owners, and their financial teams to preserve more of what they’ve built and to turn taxation into a strategic advantage. Our vision is to transform taxes from a passive cost into a proactive tool for growth, protection, and multigenerational wealth creation.

  • Experts in Strategic Tax Engineering
    We’re a tax solutions research firm with over 35 years of experience focused solely on turning tax liabilities into strategic financial outcomes—delivering specialized strategy design that drives measurable, long-term results.
  • Redefining What Tax Planning Can Be
    We help clients and their advisors reduce taxes on income, asset sales, and estates by identifying overlooked opportunities that protect, preserve, and extend wealth through tailored, compliant structures.
  • The Strategic Edge Advisors Rely On
    We don’t chase deductions—we engineer outcomes. TaxWealth enhances the work of tax teams by delivering specialized strategies and advanced tools that unlock value beyond traditional compliance.
TaxWealth Leadership
The team that has your back

The TaxWealth leadership team is a seasoned group of strategists, planners, and innovators who have one clear mission: to have your back. With decades of combined expertise in high-stakes tax planning, they bring the judgment, discretion, and precision needed to protect what you’ve built and help it grow—strategically, securely, and sustainably.

  • Bruce Jones

    Founder & CEO
    LinkedIn for Bruce Jones

  • Amy Davis

    Managing Director
    LinkedIn for Amy Davis

  • Chad Jones

    CTO & SVP Marketing
    LinkedIn for Chad Jones
Proven Results, Trusted by Hundreds

With over three decades of success, hundreds of clients, and millions in tax savings delivered, TaxWealth has become the behind-the-scenes partner for top-tier CPAs, EAs, wealth managers, attorneys, and financial strategists nationwide. Backed by an elite professional network and a relentless focus on outcomes, we don’t just reduce taxes—we enable advisors and their clients to protect, grow, and preserve wealth for generations.

What our clients say

A Wealth Partner for the Long Game

After building significant assets, I needed a team who could think beyond tax season. TaxWealth is proactive, forward-thinking, and understands the needs of high-net-worth individuals. Their strategic planning around trusts, investments, and generational wealth has been a game changer for my family.

From Side Hustle to Smart Finances

Freelancing gave me freedom — and a tax headache. TaxWealth helped me set up my business properly, find deductions I didn’t know I qualified for, and create a quarterly plan that removed all the guesswork. I finally feel like a real business owner, not just someone winging it.

My Income Grew — So Did My Tax Bill… Until TaxWealth Stepped In

As a physician, my time is limited and my tax situation became more complex as my income increased. TaxWealth built a custom strategy that helped reduce my liability without cutting corners. Their expertise gave me back time, confidence, and money I didn’t realize I was leaving on the table.

Peace of Mind — and Bigger Returns

The team at TaxWealth doesn’t just file taxes — they build wealth. Their white-glove service, year-round planning, and proactive advice gave me peace of mind and significantly improved my returns. They’ve earned my trust for life.

They Helped Us Unlock Hidden Wealth

My partner and I thought we had our finances under control, but TaxWealth uncovered opportunities we didn’t even know existed. From optimizing our entity structure to leveraging smart deductions, we feel more in control of our future than ever before.

Finally, a Tax Strategy That Works for Me

TaxWealth completely changed the way I think about taxes. I used to dread tax season — now I actually look forward to the planning sessions. Their strategies helped me legally save thousands and reinvest that into my business growth. It’s like having a financial secret weapon.

Karen L.
Entrepreneur & Investor
Riley J.
Freelance Designer
Dr. Samuel K.
Private Practice Physician
Elena M.
Tech Executive
Danielle & Marcus T.
Founders
James R.
Small Business Owner