Our

IRS Enrolled Agents

Under the umbrella of the Cooper, Adel, Vu companies, IRS Enrolled Agents from our law firm and financial company provide auxiliary support to get your returns out as quickly and efficiently as possible. The Enrolled Agent license is the highest credential the IRS awards. For more information, download the brochure below or visit the IRS website.

IRS Enrolled Agent

Sam Dixius, Esq.

Bachelor of Arts, University of Kentucky Juris Doctor, University of Cincinnati College of Law
Associate Attorney, Cooper, Adel, Vu & Associates, LPA

IRS Enrolled Agent

Dylan Schalmo*

Bachelors of Science, Otterbein University
Completed Series 7 & 66 Securities Registrations
Passed Level 1 of the Chartered Financial Analyst Program
Licensed for Life, Accident & Health Insurance
Director of Trading &
Financial Advisor, Cooper, Adel Vu Financial, LLC

IRS Enrolled Agent

Daniel Weingartner*

Bachelor of Science, Miami University at Oxford, Ohio Certified Financial Planner ™
Director of Financial Operations &
Financial Advisor, Cooper, Adel, Vu Financial, LLC

IRS Enrolled Agent

Andrew Kizewic, Esq

Bachelor's degree in Accounting, The University of Toledo Juris Doctor, University of Toledo College of Law
Senior Associate Attorney,
Cooper, Adel, Vu & Associates, LPA

IRS Enrolled Agent

Luke Ross*, Esq.

Bachelor of Arts, The Ohio State University
Juris Doctor, University of Akron
Securities Registrations Series 66 & 7 
Financial Advisor, Cooper, Adel, Vu Financial, LLC

IRS Enrolled Agent

Dylan Bateman, Esq.

Bachelor's Degree, The Ohio State University
Juris Doctor, University of Colorado Law School
Associate Attorney, Cooper, Adel, Vu & Associates, LPA

DOWNLOAD IRS
ENROLLED AGENT BROCHURE

DOWNLOAD IRS
ENROLLED AGENT BROCHURE

Locations

Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney

+1 888-488-9955

*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are partially owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.

**Jacob Sansom, Dylan Schalmo, Luke Ross and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Jacob Sansom, Dylan Schalmo, Luke Ross and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Information obtained on this website does not constitute professional advice nor does it create a professional relationship with Cooper, Adel, Vu Tax Services, LLC.

 

The content is developed from sources believed to be provide accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

 

Links to third-party websites are being provided for informational purposes only. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Locations

Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney

+1 888-488-9955

*Cooper, Adel, Vu Tax Services, LLC, and Cooper, Adel, Vu Financial, LLC, are a wholly owned subsidiaries of Cooper, Adel, Vu & Associates, LPA.


**Dylan Schalmo and Daniel Weingartner are registered representatives of and conduct securities transactions through CoreCap Investments, LCC. Dylan Schalmo and Daniel Weingartner are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Cooper, Adel, Vu Financial, LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Information obtained on this website does not constitute professional advice nor does it create a professional relationship with Cooper, Adel, Vu Tax Services, LLC.

 

The content is developed from sources believed to be provide accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

 

Links to third-party websites are being provided for informational purposes only. Cooper, Adel, Vu is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Cooper, Adel, Vu is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

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