About Jon Bell CPA & Associates

At Jon Bell CPA & Associates, we use our unparalleled training as a Certified Tax Coach to save successful small business owners, entrepreneurs, doctors, and professional athletes thousands of dollars in taxes every year. We know how to identify special tax credits, uncover hidden deductions, and leverage little-known loopholes to significantly reduce your tax obligations so you pay less taxes.

How can we do this for YOU? When you schedule your consultation, we’ll examine your finances and design a proactive Tax Strategy to reduce your overall tax burden. Our methods are legal, ethical, easy to implement, and incredibly effective for people making over $250,000 a year. As a special thank you for scheduling your consultation, we’ll give you our book, The Great Tax Escape* as our gift.

*The free book offer is limited to successful business owners and high net worth individuals who fit our target audience.

jon bellJon Bell, CPA, MACCT, founded his tax and accounting practice in 2010 based on the same core ideals and principles of his family department store - Bell’s Store Inc that operated in Santa Fe, NM for nearly 60 years. "You’re somebody special at Bell’s” still rings true today with all of Jon’s clients.

Professional Background: Before starting his firm, Jon worked for one year as a corporate tax accountant for Thornburg Inc. in Santa Fe and was responsible for the preparation of financial statements and tax returns for the corporation and its principal shareholders. Jon also spent three years with Atkinson and Company as an accountant in the firm’s tax and audit departments and five years as a tax preparer at HR Block.

Prior to his career in accounting, Jon founded and operated Air Award Exchange, an online broker of frequent flier miles and airline awards which served clients nationwide. He also spent six years as a table games dealer at Isleta Casino, and nine years as a Buyer and Manager for Dillard’s Department Stores Inc.

Having prepared tax returns for 12 years and from running a successful small business, Jon fully understands the complexities of small business and taxation issues. He has prepared tax returns of complicated subchapter s-corporations, limited liability companies (LLCs), and partnerships. He has also prepared complex individual returns including those containing oil and gas interests, significant real estate holdings, net operating losses, and foreign source income. Jon also has experience preparing tax returns for retirees, new homeowners, trusts, and non-profit entities.

Education: Jon holds a bachelor’s degree in General Management (BBA) and a master’s degree in Accounting (MACCT) from the University of New Mexico in Albuquerque, New Mexico.

Professional Affiliations: He is a licensed Certified Public Accountant (CPA) in the state of New Mexico. Jon is a member of the National Society of Accountants, and the New Mexico Society of CPAs.

Community Involvement: Jon is the Treasurer for the Jewish Federation of New Mexico. While attending the University of New Mexico, Jon served as the President of Hillel.

jon bell familyFamily: Jon has been happily married to Sherry Bell. They are the proud parents of their two precious boys, Alec and Aaron. Jon takes pride in being a 3rd generation New Mexican, having been born and raised in Santa Fe, New Mexico. Jon’s parents Irving and Marilyn Bell, and immigrant grandparents Morris and Ethyl Bell, owned and operated Bell’s Department Store just off the plaza in downtown Santa Fe until its untimely closing in 1984. In his spare time Jon enjoys skiing in the high-country of NM, playing tennis and golf, and is an avid fan of the Cincinnati Bengals. 

Sherry Bell

Sherry Estep Bell, Office Manager

Sherry Estep Bell is from El Paso, Texas and has lived in Albuquerque, New Mexico since 1998. She has been a part of the team at Jon Bell, CPA since the beginning. She enjoys creating and coding excel spreadsheets for the business. Sherry has a BBS in Speech and language Pathology from New Mexico State University. Additionally, she has graduated with Speech and Language Pathology credentials from the University of Texas at El Paso. Sherry also holds a Bachelor's degree in E-Business from the University of Phoenix. Sherry loves interacting with customers and providing the best customer service she can. She and her husband, Jon, have enjoyed raising their two sons, Alec and Aaron, in New Mexico. When not working, you will find Sherry spending time with her husband and sons, and going home as often as she can to visit her family in El Paso.

marissa Benton

Marissa Benton, Tax Accountant

Marissa Benton studied at UNM's Anderson School of Management where she acquired a degree in Business Administration with a concentration in accounting. The academic curriculum taught her research, analytics, finance, auditing, tax prep, advanced Excel, public speaking, and of course a wide variety of accounting principles.

While attending school, she worked as a full-charge bookkeeper where she learned the foundational skills necessary to help business of any size succeed in their accounting endeavors. From there she moved on to a public accounting firm where she gained skills over two tax seasons, helping her prepare to join our team.

Marissa continues to hone her skills under Jon Bell's careful guidance to help prepare tax returns of varying complexity. Her ambition is focused on continuing to work toward her CPA license to further her own goals she's set for herself and become an even greater asset to this firm.

In her spare time, Marissa enjoys spending time with her husband and three dogs, as well as rock climbing, playing soccer, and riding her bike around this beautiful city.

Pierre Aguilar

Pierre Aguilar, CPA, Tax Accountant

Pierre Aguilar has been a part of the Team at Jon Bell CPA since November 2021. Pierre studied at NMSU where he acquired both a Bachelor's of Accountancy and Master's of Accountancy degree.  Before graduating from NMSU and pursuing a career in accounting, he joined the U.S. Army as a combat engineer.  He served overseas in both Germany and Afghanistan before finishing four years of service in Colorado.

After graduation, Pierre worked in public accounting for a small local tax firm in Albuquerque for four years building up the necessary skills and experience in tax accounting. While working full time he completed the required exams and experience to acquire his CPA license in 2020.

Pierre is an avid football fan and movie buff who can answer most trivia questions about both subjects. In his free time, Pierre enjoys spending time with his dog, Ripley, and his family.

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Free Book Get The Great Tax Escape* with your consultation

*The free Book offer is limited to successful business owners who fit our target audience.