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Jeffrey Vert, EA, Investment Adviser Representative

Jeffrey Vert, EA, Investment Adviser Representative

Founder and Treasurer

Jeff is co-founder of Accounting & Tax Services and Treasurer of Maple Valley Tax Service and Accounting & Tax Services' Federal Way office. Jeff maintains an Enrolled Agents License (EA), as well as various securities and insurance licenses through his affiliation with Cetera Wealth Services. He is a 1976 graduate of University of Washington School of Business, where he earned a Bachelor of Arts degree in Accounting.

Jeff's specialties include tax preparation, small business consulting, audit representation, and retirement and investment planning.

In his spare time, Jeff enjoys studying history, playing soccer, traveling with his wife, Tina, and spending time with his seven grandchildren.