08/19/2026
Since there are so many new followers on my page, I just wanted to take a moment to reintroduce myself.
My name is Patrice Jones, and I founded Patrice Jones & Associates in 2020 as an online boutique providing a full range of tax and accounting services, including tax preparation, tax planning, bookkeeping, virtual CFO services, and business formation. My primary focus is on reducing my clients' tax liability through strategic tax planning that begins before they file their tax return.
With 10 years of industry experience, I advise my clients on past and current tax matters and offer tax law guidance to ensure their understanding of projected future returns. I devote ample time to each client, ensuring every concern is addressed during each consultation.
I believe that the right mindset is crucial for personal growth and progression in life. That's why it is important to surround oneself with successful individuals and maintain persistence in all our endeavors.
I was born and raised in Milwaukee, WI. I earned an Applied Science Degree from Bryant & Stratton College in 2005. I am affiliated with the National Association of Tax Professionals. I hold a Fast Forward Academy Certificate of Completion from the IRS Annual Filing Season Program, am authorized to provide E-File services, and currently studying to become an Enrolled Agent, which is the highest certification one can receive from the IRS. I am a best-selling co-author of Beyond Numbers, which empowers business owners through tax planning. I am also a recipient of the presidential lifetime award.
I ran and operated my own Adult Family Home for years, so I know first hand the day to day struggles of finding appropriate staff, ensuring that your home remains compliant, your members are well taken care of, remembering to pay your staff on time, and trying to stay on top of your taxes. This is why my mission has been to help those in the healthcare field because alot of you are already overwhelmed, overworked, and just need someone to step in to relieve that much needed stress. Your tax bill keeps increasing every year and you don't have enough expenses to lower, or better yet elimate it.
There's another way, I have helped hundreds of people just like you escape the tax liability trap. How you ask, by proactivly planning, and not waiting until tax time to try and figure it all out. You do not have to continue to donate your hard-earned money to the IRS, I mean unless you want too.
There is a better way!
Follow me to see how...
