20+ Years of Service
Jeff has more than 20 years of tax and management advisory experience and has been with Erpelding, Voigt & Co., L.L.P. since 2000. He works with a variety of industries including agriculture, construction, health care, consulting, financial, manufacturing, non-profit, professional services, wholesale and retail. As the managing partner, Jeff oversees firm management while maintaining all of his client relationships.
Jeff is responsible for corporate, partnership and individual income tax preparation and consulting, estate planning, financial planning, financial statement preparation, general business consulting and management services, strategic planning and ownership and succession management. Jeff is also an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.
He graduated from North Iowa Area Community College and graduated from the University of Northern Iowa with a Bachelor of Arts degree in Accounting.
Jeff is a member of the Knights of Columbus and Rotary International. Jeff is a member of the Iowa Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Erpelding, Voigt & Co., L.L.P. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.