Our Team

Jeff Ross, EA, CFP is a knowledgeable and experienced financial and tax professional.

Jeff began his professional career in accounting in 1990 and became an Enrolled Agent in 1996. With over 26 years of tax experience he has developed and maintained a successful relationship with a variety of individuals and businesses, including farmers, small businesses, self employed business owners, LLC’s, S-Corporations and partnerships.

Jeff has the unique ability to take complex tax and investment concepts and explain them in easy to understand terms. He takes the time to build a relationship with his clients. Jeff believes that it is important to be proactive and that he owes it to his clients to have ongoing discussions year round. Jeff’s dedication to the client does not stop on April 15. All through the year, he keeps up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities. This year round tax planning works to minimize the client’s overall tax burden whenever and wherever possible.

Besides being an Enrolled Agent, he has been a Financial Planner since 1999 and became a Certified Financial Planner in 2013. He holds the following licenses: FA in charge, EIA, Series6, Series7. Series63, Series66, IAR, FINRA, RBO, and Insurance.

When Jeff is not in the office, he enjoys many outdoor activities including hunting, camping and fishing