Firm Profile

The Foley Group, Ltd. was founded in 1974 by Thomas L. Foley who retired in 1991 and sold the practice to his son, Thom J. Foley, CPA, CFP(r). A graduate of the University of Virginia and a CPA since 1983, Thom brings a wealth of knowledge to the firm. Thom has over 25 years experience serving clients in both public accounting and private industry. This vast experience allows us to offer quality services to many different industries including:

  • McDonalds Franchisees and other restaurant operators
  • Contractors
  • Medical/Dental Professionals
  • Repair shops
  • Real estate and other professionals
  • Retail establishments


We provide a variety of services to these and other industries including:

  • Income Tax Planning and Preparation for all types of businesses, individuals, estates and trusts
  • Business counseling to insure maximum profit potential is achieved
  • IRS and State Audit Representation
  • Payroll Reporting
  • Business startup services
  • Monthly bookkeeping
  • Financial statements - making sure your financial records are timely and accurate
  • Financial planning including investments, retirement planning, estate planning, and college funding alternatives with products offered to accomplish every goal

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

http://brokercheck.finra.org 

Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA (www.finra.org) /SIPC (www.sipc.org).  Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Thom Foley, CPA, CFP(r) is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.  Registered Representatives and Investment Advisor Representatives of may only conduct business with residents of the states and jurisdictions in which they are properly licensed, therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at (737) 434-7101

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