Carolyn Jones

CAROLYN A. JONES, CPA, MBA, MST, QKA is a shareholder and the Director of Taxation at Croskey, Lanni and Company as well as heading up the retirement planning and administration division Barclay Planning Group, LLC.  Carolyn has been employed with the firm since 1994 and became a shareholder in 2000.  Carolyn provides consulting, accounting, and a wide range of tax services including compliance work, trust and estate planning and representation before the Internal Revenue Service on a variety of tax matters.  In addition, Carolyn oversees the personnel function at Croskey, Lanni. & Co.  

Carolyn was born and raised in Pennsylvania.  After high school she attended Muhlenberg College in Allentown, PA where she received a Bachelor of Arts degree in Accounting and Business Administration.  Carolyn has obtained her Masters in Business Administration from the University of Pittsburgh and a Masters of Taxation from Walsh College.  Carolyn began her accounting career in the tax department at Peat Marwick, Mitchell & Co., now known as KPMG and has over twenty years experience in public accounting. 

Carolyn became licensed in 1985 as a Certified Public Accountant and received her Qualified 401K Administrator certification in 2007.  Carolyn is an active member in the American Institute of Public Accountants, Michigan Association of Public Accountants, and American Society of Pension Professionals and Actuaries.  She also is member of the Employee Benefits Committee, a division of the MACPA and the Rochester Chamber of Commerce.

Carolyn resides in Clarkston with her husband Jeff and two children. Carolyn can be reached at (248) 659-5300 ext. 221 or cjones@croskeylanni.com