Wes Jones

Education

Bachelor of business administration in accounting from University of Wisconsin—Whitewater

American Institute of Certified Public Accountants

Certified Public Accountant in the state of Wisconsin

2018 WICPA Award of Excellence in Public Accounting

Past member of Wisconsin Institute of Certified Public Accountants, Federal Tax Committee and Member Benefits and Services Committees

 

 

Overview

Wes has more than 40 years of experience serving as a business advisor for closely held businesses. He specializes in providing tax planning and compliance services for a wide variety of clients, including professional corporations, auto dealerships, contractors, real estate developers, retailers and manufacturers. Wes enjoys guiding his clients through life-changing business decisions, such as buying or selling their business or building a new facility. In addition, he has experience in the area of estate tax planning and compliance.

 

Upcoming speaking engagements

View More

Resources and event materials

View More

In the community

Waukesha Rotary Club, Chairman of Internal Audit Committee

Pretty Lake Protection and Rehabilitation District, Board of Commissioners