Broker Check

Partners

Our strength and credibility as a income tax planningincome tax preparationfinancial services company can be attributed to my experience and training. I am affiliated with each of the following organizations.

  • Certified Financial Planner® Board of Standards – As a CFP® practitioner, Jeff has met the requirements for certification and has been granted license to use the CFP® certification marks.
  • United States Internal Revenue Service (IRS) – As an Enrolled Agent (E.A.)Jeff has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards..
  • Kingdom Advisors – As a Certified Kingdom Advisor (CKA®)Jeff has been trained and has committed to be a person of character who, from a biblical worldview, serves you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances that He has entrusted to you.
  • HD Vest Financial Services Services – As a registered representative and investment advisor representative, Jeff is able to offer you investments and financial advisory and planning services.
  • National Association of Tax Professionals (NATP) and the National Association of Enrolled Agents (NAEA) - As a member of these professional organizations, Jeff is held to maintain ethical and continuing education requirements.