Financial Experts Introduce New Book on Tax Strategy for Wealth Building
January 8th, 2026 8:00 AM
By: Newsworthy Staff
Financial experts Sarah and Phil Jones have released "Tax Free Millionaire," a book that provides strategies for using tax dollars to build generational wealth through personalized financial planning.

Financial experts Sarah and Phil Jones have collaborated to release their new book, "Tax Free Millionaire: Use Your Tax Dollars to Become a Millionaire." The book aims to provide readers with practical strategies for leveraging tax planning to build wealth. Sarah Jones, a Certified Public Accountant in Texas and an Enrolled Agent licensed by the IRS in all 50 states, brings extensive credentials including an MBA in Finance, an MS in Accountancy, and an MS in Finance, along with a Certificate in Financial Management from Cornell University. She is also a Certified CFO, Certified Tax Planner, and Certified Exit Planning Advisor, and previously authored "Fire My CPA." Phil D. Jones Jr. contributes with a background in financial planning, ministry, and coaching, holding a BBA in Finance from Sam Houston State University and a Master of Divinity from Liberty University.
The book challenges conventional approaches to personal finance by framing tax strategy as a tool for wealth accumulation rather than merely a compliance obligation. According to the authors, "Tax Free Millionaire" is designed to help readers redirect money typically overpaid in taxes into investments that generate tax-free, generational wealth. This approach is presented as accessible to individuals at various income levels, emphasizing that becoming a millionaire does not require extreme frugality or delayed retirement. The book has already garnered positive reviews from readers across the United States, highlighting its practical advice and motivational tone.
Sarah and Phil Jones stress the importance of mindset, teamwork, and proper financial tools in achieving wealth goals. They argue that many Americans overlook opportunities to optimize their tax situations, which can significantly impact long-term financial security. The book serves as a resource for those seeking to build personalized wealth strategies, legally retain more of their earnings, and invest savings into lasting legacies. Published by Lucid Books, an independent hybrid publisher in the Houston area, the book is part of a growing trend of financial literature focused on proactive tax planning. Lucid Books operates as a partnership publisher, combining traditional publishing expertise with author involvement, and more information is available at https://lucidbookspublishing.com.
The release of "Tax Free Millionaire" comes at a time when economic uncertainty and tax policy changes are prompting increased public interest in financial education. The book's emphasis on tax efficiency as a wealth-building mechanism addresses a gap in mainstream financial advice, which often separates tax planning from investment strategies. By integrating these elements, the authors aim to empower readers to take control of their financial futures without compromising their lifestyles. This work contributes to broader conversations about financial literacy, wealth inequality, and the role of tax systems in shaping economic outcomes, making it a relevant resource for individuals navigating complex financial landscapes.
Source Statement
This news article relied primarily on a press release disributed by 24-7 Press Release. You can read the source press release here,
