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
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.
**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.
Copyright © 2023 by Cooper, Adel, Vu Tax Services, LLC
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.
Copyright © 2023 by Cooper, Adel, Vu Tax Services, LLC
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.