Partners
Jeff Robinson is affiliated with each of the following organizations.
- Avantax Wealth Management® – As a registered representative of Avantax Investment Services℠ and investment adviser representative of Avantax Advisory Services℠, Jeff can offer you investments and financial advisory and planning services.
- eMoney Advisor®- Delivering wealth management solutions that meet the evolving needs of my business and my 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 been granted a license to use the CFP® certification marks.
- Kingdom Advisors – Jeff has been trained as a Certified Kingdom Advisor (CKA®). He has committed to being a person of character who, from a biblical worldview, serves the believer and nonbeliever alike 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) - As a member of this professional organization, Jeff maintains the ethical and continuing education requirements. 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.