Contact
Kaci W. Jones, CPA, PFS
Shareholder, Vice President
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Firm Positions
- Chairman of Technology Committee
Years of Experience
- 36 years
Areas of Specialization
- Tax Compliance
- Tax Planning
- Business Planning
- Estate Planning
Relevant Experience
Brown, Graham & Company, P.C. 1977 - Present
- Admitted as Shareholder 1980
- Manager of Tulia Office 1982 – 2003
- Manager of Central Texas Offices 2007- 2011
- Manage and perform all aspects of tax preparation and consulting
- Perform tax, business and estate planning for clients
- Assess and assign staffing requirements for professional staff
- Supervise, train, manage professional staff
- Assess continuing education needs for professional staff and assist HR with training plan
- Client development and cross-sell firm services for firm growth
BGC Financial Services PLLC 2000- Present
Professional/Civic Affiliations
- Texas State Board of Public Accountancy - 1978
- American Institute of Certified Public Accountants (AICPA) - 1979
- Texas Society of CPAs (TSCPA) – 1979
- Central Texas Construction Financial Management Association
- Board of Directors - Treasurer 2007-2010
- Central Texas Subcontractors Association
- Board of Directors – Treasurer 2010-Present
- AICPA Tax Section 1985 – Present
- AICPA Personal Financial Planning Section 2010 – Present
Accomplishments
- Admitted as Shareholder 1980
- Client Service Center Tulia – Manager 1982
- Client Service Center Central Texas – Manager 2007
- Personal Financial Specialist (PFS) 2010
- Kansas City Life Insurance Company
- Rookie of the Year 2001
- Top Hatter 2001
- President’s Club 2002
Education
- BBA Accounting, West Texas State University
- Canyon, Texas
Professional Certifications
- Certified Public Accountant (CPA) 1978
- FINRA General Securities Representative 2000
- Texas Life and Health Agent 2000
- FINRA General Securities Principal 2001
- Personal Financial Specialist (PFS) 2010
