Shape Created with Sketch.

About Tax Wealth

Tax planning support for owners of real estate, businesses and other capital assets

Who we are…

TaxWealth is a tax analysis and solutions research company which for 32 years has served owners of real estate, privately-held businesses and other appreciated assets. We are very effective in helping to reduce, defer or even eliminate income taxes, and solve the capital gains and other tax concerns that are triggered when residential, commercial and other investment property or a business is to be sold.

We also provide value-added tax planning support to CPAs, attorneys, real estate and business brokerage professionals, and other financial advisers to help solve their clients’ tax problems. We are headquartered in Mission Viejo, California and serve our clients and professional Partners nationally.

Bruce 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.

Shape Created with Sketch.

Get Started

Are you ready to save more of your client's bottom line by taking a long term view?

Are you a CPA, enrolled agent, or financial advisor?

Are you an attorney or other legal representative?

Are you a real estate or business brokerage agent?

Are you an individual or business owner?

Let's Talk

Thanks for stopping by! We're here to help, please don't hesitate to reach out.