About Jones and Kolb
<p>Founded in 1976, Jones and Kolb is a CPA firm in Atlanta’s Buckhead area that handles audit and accounting work for organizations across the greater Atlanta metro.</p> <p>The firm provides Audit & Attest services along with Tax Services, Advisory Services, and Managed Accounting Solutions. Jones and Kolb works with industries that include Professional Services, Privately Held Businesses, Construction, Healthcare, and Real Estate.</p> <p>Jones and Kolb’s differentiator is its blend of local-firm accessibility with the know-how and resources more often associated with larger firms, which can be useful for companies that want hands-on support without giving up depth of expertise.</p> <p>Office: 3475 Piedmont Road NE, Suite 1500, Atlanta, GA 30305. Phone: 404-262-7920.</p> <ul> <li>Audit & Attest services (including retirement plan audit support as needed)</li> <li>Tax Services for individuals and businesses</li> <li>Advisory Services for planning and financial strategy</li> <li>Managed Accounting Solutions for ongoing accounting operations</li> </ul>
Website: https://www.joneskolb.com/
Founded: 1976
Employees: 35
Office Locations
- Atlanta, GA
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $191.6M
- 401(k): 11 plans, $191.6M AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | NILES BOLTON ASSOCIATES, INC., GA | $42M | 126 |
| ATLANTA SPEECH SCHOOL, INC. RETIREMENT PLAN | ATLANTA SPEECH SCHOOL, INC., GA | $36M | 240 |
| ASHRAE SAVINGS AND INVESTMENT PLAN | AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC., GA | $31M | 113 |
| JABIAN, LLC 401(K) PLAN | JABIAN, LLC, GA | $22M | 99 |
| RULE JOY TRAMMELL & RUBIO 401(K) RETIREMENT PLAN | RULE JOY TRAMMELL & RUBIO, LLC, GA | $16M | 82 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $15M | 355 |
| 403(b) Retirement Plan | Manufacturing Sponsor, GA | $11M | 172 |
| 403(b) Retirement Plan | Professional Services Sponsor, GA | $7M | 172 |
| 403(b) Retirement Plan | Technology Sponsor, GA | $6M | 193 |
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