Our
Tax Team
Our Tax Team is available year-round to help you get your ducks in a row. We answer your tax-related questions and keep you informed about the potential impacts of changes to our complicated tax laws.
Chief of Tax Services
Jacob Sansom, CPA
“My main role is to make sure our Tax Team is working smoothly. I also meet with clients to review their source tax documents and tailor plans to complete their returns in a tax efficient and timely way.
Tax Professional
Nicholas Kuntz
“My role is to meet with clients, collect their source documents, and prepare the return for review before delivery back to our clients. I also serve as a liaison for clients when they call or email our office with questions."
IRS Enrolled Agent, Tax Professional
Jean Park
"I am the lead data entry professional at Cooper, Adel, Vu Tax Services. My role is to coordinate the accurate and timely data entry of all our clients information"
Tax Services Representative
Nicholas Treisch
“Being knowledgeable and empathetic to each client’s situation is key to how I approach the tax preparation process to make it less stressful for our clients.”
Tax Services Assistant
Joseph Higginbotham
"Our team of tax professionals works together seamlessly to manage the details of your tax return preparation."
Tax Services Representative
Nicholas Treisch
“Being knowledgeable and empathetic to each client’s situation is key to how I approach the tax preparation process to make it less stressful for our clients.”
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.
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.