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.
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.
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Experts in Strategic Tax EngineeringWe’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.
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Redefining What Tax Planning Can BeWe 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.
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The Strategic Edge Advisors Rely OnWe 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.
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.
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Bruce Jones
Founder & CEOBruce Jones- Founder & CEO
Having entered the financial services industry in 1970, Bruce Jones has taught the subjects of tax management and financial strategy planning since 1974 and is Founder and CEO of TaxWealth® Inc.
Mr. Jones is Chairman of the Strategy Planning Professional Advisory Council™, an alliance of Tax and Estate Planning Attorneys, CPAs, Real Estate and other financial professionals. He is also a Board Member on various charitable non-profit organizations and is a co-founder of the Aliso Viejo (CA) Chamber of Commerce.
A contributing editor to real estate and other industry publications, Mr. Jones also writes on tax planning issues and speaks extensively on this topic at public and trade association forums and in college and university settings as an invited lecturer
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Amy Davis
Managing DirectorAmy Davis- Managing Director
Amy Davis has an extensive background in personal and business management, finance, and service. Specializing in business development and client relations, she expertly guides clients through the planning process, identifies their tax concerns and pinpoints in law effective strategies to solve the tax problems.
Focused on communication, Amy also assists in helping clients to properly implement and maintain the tax solutions. She also uses her skillset in advanced planning methods to help business owners secure a bright retirement when they exit the business world by using tax off-set strategies to efficiently transfer their wealth from the business balance sheet to their personal balance sheet. Amy understands that real success in business and life comes only by serving others.
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Chad Jones
CTO & SVP MarketingChad Jones- CTO & SVP Marketing
Chad Jones is a dynamic professional with a diverse background in business development and strategic partnerships. With over 15 years of experience, he has proven his expertise in driving growth and delivering innovative solutions across various industries. Jones has a strong track record of forging successful collaborations and building lasting relationships with key stakeholders.
Throughout his career, Jones has held leadership positions in notable organizations, demonstrating his exceptional leadership and strategic vision. He possesses a deep understanding of market trends and consumer behavior, allowing him to develop effective strategies that optimize business performance. Jones is known for his strong communication skills, which enable him to engage and influence teams, clients, and partners to achieve common objectives. His passion for innovation and his ability to navigate complex business landscapes make him a valuable asset in driving business growth and achieving sustainable success.
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.