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Generational Wealth Financial Solutions

A minority owned, virtual financial solutions firm that offers a range of valuable tax & accounting services to individuals and small businesses. Our firm is client – focused and result driven, with an overall goal of using our knowledge & resources to improve our client's financial health for generations to come!

Our Services

Our services are unique as we are creating a life long relationship! As life changes, we want to be there in every step of the process, offering our ever expanding services and areas of expertise to assist our clients with managing their finances. In that way, we are able to see the whole picture & possible plans and dreams, and help our clients with a plan to manage it all!

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Tax Planning

the analysis and arrangement of a person's financial situation in order to maximize tax breaks ...

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Tax Preparation

process of preparing tax returns, often income tax returns, often for a person other than the...

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Tax Resolution

the umbrella term for services that aid taxpayers when they run afoul of the IRS.

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Bookkeeping

involves the recording, on a regular basis, of a company’s financial transactions.

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About

Originally from Panama City, Fl, Kevin Jones graduated at the top of his class. He went on to earn his Bachelors degree in Business Administration (Florida A&M University) & Masters in Accounting & Financial Management (Keller Graduate School of Management - Devry). Kevin has over 20 years of experience in various accounting roles, from accounting analyst to assistant district accountant. Personally, he loves to help and see people succeed. He sees the possibilities in each and every person, and strives his best to use everything that he has to help others be their best!

We Take Pride in Our Numbers

19

Years of Experience in

Accounting & Finance

24

Years of Experience in

Customer Service

2

Business

Partners

Our Partners

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Are You Ready to Accelerate Your Business?
 

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