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(952) 890-6611

Partners

Jeff Robinson's Organizational Affiliations

  • Avantax Wealth Management® – As a registered representative of Avantax Investment Services℠ and investment adviser representative of Avantax Advisory Services℠, Jeff can offer you investments, financial advisory, and planning services.
  • eMoney Advisor®- eMoney is an online wealth management solution that meets the evolving needs of my business and clients.
  • Drake Software - Professional Tax Preparation Software
  • ProtectionPlus™ - Professional Audit and Tax Fraud Assistance Services
  • Certified Financial Planner® Board of Standards – As a CFP® practitioner, Jeff has met the requirements for certification and has a license to use the CFP® certification marks.
  • Kingdom Advisors – Jeff has been trained as a Certified Kingdom Advisor (CKA®). From a biblical worldview, he has committed to being a person of character who serves believers and nonbelievers with wise financial advice on meeting their goals. Jeff sees himself as a trusted steward of your financial plan and investment account. Jeff has been a charter member since its founding in 1997.
  • The 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 income tax credential the IRS awards.
  • National Association of Tax Professionals (NATP) - Jeff maintains the ethical and continuing education requirements as a member of this professional organization. In addition, they provide research on complex tax reporting issues.
  • University of Minnesota, College of Continuing and Professional Studies, Income Tax Short Course - Jeff takes this annual two-day course that provides the tools to maintain his business and stay on top of the latest tax legislation affecting tax returns for current and future years.
  • Redtail Technology CRM software - I consider Redtail a partner because I use this software all day, every day. It is my office administration engine. Every communication,  simple task, or complex workflow I complete is defined, scheduled, completed, and recorded in Redtail. It took me two whole years to migrate my data to Redtail, learn the software, and customize it to serve and implement my business model. My effort started to pay off during and immediately after the 2024 tax season. Work efficiency is up, stress is down, and I have more margin to continue enjoying this business for years.