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Jonathan Vert, EA, Investment Adviser Representative

Jonathan Vert, EA, Investment Adviser Representative

Co-Founder and President, Maple Valley Tax Service

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. Professionally, Jon 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.  Jon currently is a member of the Maple Valley Black Diamond Chamber of Commerce, National Association of Enrolled Agents and Washington Association of Accountants.

Jon’s specialties include income tax preparation, small business consulting, audit representation and retirement planning.

In his spare time, Jon enjoys the outdoors and spending time with his wife, Jennifer, and their two daughters, Kaitlyn and Emily.