Marshall Jones

You will be required to have an audit report attached to your Form 5500 that is sent to both the Internal Revenue Service and the Department of Labor. Click the link in our bio

From determining which type of audit you need to choosing the right firm, you need to follow specific steps to ensure you reach your goals. Click the link in our bio to learn more

We pride ourselves on our nonprofit accounting knowledge and expertise in audits, tax Form 990, board governance, and strategic planning. Click the link in our bio for more information.

They need to protect their tax-exempt status, file taxes, get financing for projects and charitable initiatives, keep track of incoming funds, pay workers and stay compliant with government regulations. Even though they are tax-exempt, faith-based organizations still have financial and regulatory obligations to meet, and certified public accountants from Marshall Jones can help. Click the link in our bio to learn more

Marshall Jones works with a diverse set of clients to include small business as well as growing, large scale enterprises and non-profit organizations.

Our dedication to understanding your business enables us to better serve your accounting needs. Contact us today for all of your accounting needs

Common audit adjustments you need to know about.

How to stay on top of tax rules

How to prepare for an audit in only 3 easy steps!

Have you chosen an accounting method? well, it's time!

What are outsourced accounting services?

It's time to save time in accounting through outsourcing! Here is how.

Tip of the day: Don't be afraid to consult the accounting pros when needed.

Types of audit

Why choose Marshall Jones for tax planning services?

Tax tips for starting a new business!

Need more tips? Contact us today!

Click the link in our bio

How to do nonprofit bookkeeping.

Click the link in our bio and contact us today

Savanna Joined the Marshall Jones team in January of 2021 and holds a Bachelors in Sociology from Kennesaw State University.

She has 10 years of Office Administration/Customer Support and has career goals for Human Resources. Her willingness to go above and beyond made her a great addition to the Administrative team. She enjoys learning new skills that will allow her to become a beneficial part of the Marshall Jones team.

In her free time she enjoys the great outdoors with her husband, spending time with family and friends as well as attending Atlanta Sporting Events. She and her husband will welcome their first child in May of this year!

Our consulting services. Click the link in our bio for more information

We are thankful to receive positive feedback from our clients.

Melanie Whitworth has over 35 years of experience in accounting and taxation related to small businesses and individuals with a specialization in commercial and residential real estate development, construction and management.

A summa cm laude graduate of the University of Alabama, she began her career with Arthur Andersen & Co. in Atlanta., where she was a member of the family tax and estate planning team and served on the accounts of major southeastern real estate and development companies.

In 1987, she joined Taylor & Mathis as Tax Manager and Chief Financial Analyst, a position she held for 10 years. In 1997, Melanie formed her own firm specializing in providing complex tax and financial analysis for developers, construction companies, real estate management companies, and high net worth individuals with substantial investments in real estate.

Melanie sold her firm in January 2015 and retired until 2018 when she joined Marshall Jones as a Senior Tax Manager. Melanie is responsible for a wide range of tax planning, projections, and compliance.

Her analytical skills and strong attention to detail has proven to be a great asset when working with clients.

When not working, Melanie enjoys spending time with her family and traveling.

Don’t forget about charitable donations!

Why choose us as your auditors?

Why should you outsource your bookkeeping?

Julie specializes in tax compliance and planning for corporations and individuals.

She has over 15 years of experience working with clients in a variety of industries, including manufacturing, technology, restaurants and not for profit organizations.

Prior to joining Marshall Jones and Company, Julie gained valuable experience at local Atlanta firms. Originally trained to be an engineer, Julie prefers working with people more than equipment, so she put her strong analytical and math skills to work as an accountant.

Julie enjoys helping people understand their financial position and make good tax decisions. Julie likes music, ballroom dancing and traveling all over the world.

When mixing business and personal finances, it is important to remember that these are two different things.

Lisa has been a part of the team at Marshall Jones since 2020.

Her career in accounting started early on while still in high school and quickly she realized that accounting was the best career path for her.

She has worked for many different companies and given the opportunity to learn and excel at various aspects of accounting as she worked her way up to a full charge bookkeeper. She has experience in retail, manufacturing, salons, general contracting and many more.

When not working, she lives for her two young grandsons. She will always jump at the opportunity to travel to Alabama to visit them.

Meet Kelly!

Kelly joined the tax team at Marshall Jones in 2021. Prior to joining Marshall Jones, Kelly worked for different local public accounting firms and has experience in many aspects of accounting work, specifically tax planning and tax return preparation.

Kelly graduated from the University of North Carolina at Charlotte with an MS Degree, Finance Concentration. She is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

In her spare time, Kelly enjoys watching movies and spending time with her family.