Our strength and credibility as a income tax planning, income tax preparation, financial planning*, and professional money management company can be attributed, in large part, to our extensive training and the partners that help us provide best-in-class service to our clients.
- Certified Financial Planner® Board of Standards – As a CFP®, Jeff is trained to communicate with your other professional advisors to help you protect and provide for what matters most to you.
- United States Internal Revenue Service (IRS) – As an Enrolled Agent (E.A.), Jeff is an IRS licensed tax professional that can be trusted to provide up to date tax preparation and guidance in light of your financial decisions.
- Kingdom Advisors – Endorsed by Kingdom Advisors as Qualified (QKA), Jeff has a proven desire and ability to help integrate your finances with your life and manage them with a biblical perspective.
- HD Vest Advisory Services – Financial advisory and planning services are offered by Jeffry Robinson through HD Vest Advisory Services.SM
- National Association of Tax Professionals (NATP) and the National Association of Enrolled Agents (NAEA) - Providing access to professional tax research, education, and the latest tax updates.
- First Clearing, LLC - Providing account statements, trade confirms and other record-keeping, operational, clearing and custodial services.