Jeffrey D. Barrera, EA

Jeff’s office takes pride in being accessible and responsive to your specific needs and adhering to the highest standards of service and professional ethics.  We work with you on a personal level to determine the best solution for your unique needs, and then couple it with our seasoned expertise to achieve the best possible results.

In 2011, he established Tax & Wealth Management, LLC as the formal organization for carrying the tax preparation side of the business. Jeff has been designated as an Enrolled Agent by the Internal Revenue Service, a designation requiring a comprehensive knowledge of the tax code that allows him to represent clients before the IRS. These designations provide that Jeff is held to the strictest standards in terms of knowledge, continuing education, and ethics.  Jeff is a member of the National Association of Tax Professionals.

Prior to becoming an Enrolled Agent, Jeff has been a seasoned Financial Advisor since 1997.  In 2009 he established Retirement by Design, Inc., as the formal organization for carrying on the Wealth Management and Financial Planning side of the business with a particular emphasis on retirement income planning of individuals, families, and businesses.  Jeff holds the Series 7, 6, 66, 9, 10 and 63 securities registrations, as well as life, health, disability and long-term care insurance licenses.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.