Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Click here to be directed to the contact information for our Administrative & Accounting Staff

 

Tony is the co-founder of Accounting & Tax Services and serves as president of the firm. He is a graduate of the University of Washington School of Business and a member of the Washington Society of Certified Public Accountants.

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Jeff is the co-founder of Accounting & Tax Services and serves as the Treasurer of the firm. He is a 1976 graduate of the University of Washington School of Business with a BA in Accounting.

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Jonathan Vert, EA

Tukwila Office | Maple Valley Office

425.432.5450

Jon is co-founder and President of Maple Valley Tax Service. He is a 2001 graduate of Western Washington University, College of Business and Economics, where he earned a Bachelor of Arts degree.

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Kathy serves as managing partner in our Federal Way office. She has over 20 years of experience in the tax preparation industry and is an Enrolled Agent before the Internal Revenue service. 

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Linda is a 1985 graduate of Central Washington University with a BS in Accounting. She has been in the income tax profession since 1980 and is Enrolled to Practice before the Internal Revenue Service.

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Rose has been a fixture at ATS since 1984. As a Registered Tax Return Preparer (RTRP), Rose specializes in small business and individual taxes. She also specializes in small business accounting and QuickBooks setups.

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Maria is licensed as a Registered Tax Return Preparer (RTRP), specializing in small business and individual taxes. She is also one of our QuickBooks experts, helping our small business clients with their QuickBooks setups and accounting. 

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Daniel is one of our expert accountants and is a small business and individual tax professional. He is experienced with QuickBooks and small business consulting . Daniel is also an Enrolled Agent. 

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 Joel joined in 2016 and is enrolled to practice before the IRS as an Enrolled Agent (EA). He maintains Series 66 and Series 7 securities licenses and is registered as an investment advisor with the State of Washington.

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Mark joined Accounting and Tax Services in late 2018. He is enrolled to practice before the IRS as an Enrolled Agent (EA). Mark is also a certified QuickBooks pro-advisor.

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