Jon O’Neil, CPA, brings over thirty years of expertise in taxation, specializing in aligning his clients’ personal goals with strategic tax planning to maximize after-tax income and foster generational wealth. Jon is deeply committed to his clients’ financial success, believing that everyone deserves a financially stable life.
Outside of his professional career, Jon has a rich background in community involvement, including his work with arts and educational foundations and service in his local parish.
Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and its representatives. Legal advice is offered independently of all entities listed. For advice regarding your individual circumstances, please contact CAG Tax Services or your qualified tax professional.