Wendy L. Jones
Owner @Keystone Tax Service
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WORK HISTORY
Owner @Keystone Tax Service
Philadelphia, PA, US
Keystone Tax Service offers a full range of services for business and individual clients. We can also identify tax planning opportunities and assist with tax notices. We treat every tax situation as if it were our own and strive to achieve the best possible tax result.
EDUCATION
Philadelphia University
MBA/MST
SKILLS
ABOUT WENDY L. JONES
I specialize in working with individuals and families, privately-owned family businesses, family offices and their advisors. I have a strong multi-disciplinary appreciation for the diverse dynamics of family business and private wealth, and I apply this knowledge to help you build on the positive aspects of your private wealth and family enterprise. I feel you’ll be in a better position to anticipate and mitigate risks and conflicts if you have an advisor that can explain the whole picture to you and one that listens to your goals.
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