Jonathon Estes

Jonathon Estes is our Staff Accountant from Jefferson, Wisconsin. He holds a Bookkeeping Certificate from Intuit and brings several years of experience in tax preparation and general accounting. Jon began his career in public accounting, serving clients across firms in Waukesha and Jefferson, and is currently pursuing certification as an Enrolled Agent with the IRS.

He was drawn to Midwest Financial Group by its commitment to integrity and personalized service – values that align with his own approach to financial stewardship. Jon enjoys helping individuals and small businesses navigate their accounting and tax needs. In his current role, he supports a variety of accounting functions and contributes to tax-related responsibilities with a focus on accuracy and client care.

Jonathon lives in Jefferson with his family. Outside of work, he enjoys playing the cello, spending time with loved ones, and reading. He values collaboration and continuous learning and is always looking for ways to grow professionally and better serve his clients. Feel free to reach out to Jon for support!