Broker Check

Tax Planning

CPAs

CPAs

Our skilled network of outsourced CPAs can collaborate directly with your accountant to meticulously review your most recent tax returns. Through this thorough examination, we can uncover potential avenues for savings and opportunities for strategic restructuring, equipping you with proactive strategies to maximize your financial efficiency and savings in the future. Below is the information on our preferred partners.


None of the individuals, or third-party entities, listed below are affiliated with Owenby Jones Wealth Management or LPL Financial. 

Jeff Rayman

 jeff@raymanfinancial.com 

CPA at Rayman Financial Solutions

Brandon Rash

brash@kstecpa.com

Kelley Sammons Toole & Ellison 

Blake Schaper

taxmindful.com  

Brookhaven Tax & Accounting Professionals

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn More

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