*Jake Bergner, EA
Jake is federally licensed as an enrolled agent (EA) and holds a Bachelor’s Degree from UW Eau Claire in Economics and Accounting. Jake has been with Tax Management Services, Inc. since 2013.
An EA’s license specializes in tax-related concerns. Like CPAs, EAs can prepare taxes for any state. As an EA, Jake can represent anyone on any matter relating to taxation, collection or appeals.
Jake takes pride in saving his clients as much money as possible. Some of his strategies involve performing a multi-year evaluation or reviewing his client’s unique situation, one who may not have a filing requirement, but will benefit from filing.
When away from the office, Jake enjoys spending time with his family, fishing and camping.
*Jake is not affiliated with Woodbury Financial Services, Inc.