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 co-founder and President of Accounting & Tax Services. Tony maintains a Certified Public Accountants License (CPA) as well as various securities and insurance licenses through his affiliation with Avantax Investment ServicesSM.
Daniel is a Managing Partner in our Tukwila office. He is an accountant and maintains an Enrolled Agents License (EA), as well as various securities and insurance licenses through his affiliation with Avantax Investment ServicesSM
Jonathan Vert, EA, Investment Adviser Representative
Co-Founder and President, Maple Valley Tax Service
425-432-5451
Jon is co-founder and President of Maple Valley Tax Service. Jon maintains an Enrolled Agents License (EA), as well as various securities and insurance licenses through his affiliation with Avantax Investment ServicesSM.
Jeff is co-founder of Accounting & Tax Services and Treasurer of Maple Valley Tax Service and Accounting & Tax Services' Federal Way office. Jeffrey maintains an Enrolled Agents License (EA), as well as various securities and...
Kathryn is Managing Partner of Accounting & Tax Services in our Federal Way office. Kathryn maintains an Enrolled Agents License (EA), which allows her to practice before the Internal Revenue Service.
Maria is one of our accountants in our Tukwila office. Maria maintains an Enrolled Agents License (EA), which allows her to practice before the Internal Revenue Service.
Brehen maintains an Enrolled Agents License (EA), which allows her to practice before the Internal Revenue Service. She also is a Certified QuickBooks Pro Advisor.
Jennifer is one of our Accountants/Tax Preparers in our Maple Valley office. She has over 10 years of experience serving clients in the industry. Her specialties include individual tax preparation and tax planning.
Joel is one of our tax accountants in our Federal Way office. Joel maintains an Enrolled Agents License (EA), which allows him to practice before the Internal Revenue Service.
Anna is a tax preparer and manager in our Federal Way office. Anna's specialties include tax preparation and expertise in QuickBooks.
Traci is Administrative Manager for our Tukwila office. In addition to managing and organizing our office, she maintains various securities licenses through her affiliation with Avantax Investment ServicesSM.