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Jeffrey B. Vert, EA, ATA, Investment Adviser Representative

Jeffrey B. Vert, EA, ATA, Investment Adviser Representative

Co-Founder and Partner

Jeff is co-founder and Treasurer of Accounting & Tax Services.  He is a 1976 graduate of the University of Washington School of Business, where he earned a Bachelor of Arts degree in Accounting.  Professionally, Jeff maintains an Enrolled Agents License (EA), which allows him to practice before the Internal Revenue Service. In addition to being an Enrolled Agent, he also maintains various securities licenses and insurance licenses for life, disability and variable lines through his affiliation with Avantax Investment ServicesSM.  Jeff is a member of the Washington Association of Accountants as well as the National Association of Enrolled Agents.

Jeff ‘s specialties include accounting, tax preparation, consulting, and business advisory services to small businesses and individuals. 

In his spare time, Jeff spends a lot of time with his wife, Tina, and their grandchildren.  He has been a soccer coach for over 40 years, is a rabid Seattle Sounders fan, and continues to play soccer twice a week.  He loves to read which feeds his passion for history.