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.

President

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."

Scott Gebele, CPA

"My role is to deliver a quality tax return to our clients and build their confidence in our work".

IRS Enrolled Agent, 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 Services Representative

Jackson Heffernan

“Our clients expect us to know taxes, but more than that, they expect us to interact with them in a way that makes them feel comfortable, valued and secure."

IRS Enrolled Agent, Tax Services Representative

Kaylie Crouch

"A key aspect of my role with Cooper, Adel, Vu Tax is communicating complex tax information to our clients in a clear and empathetic way."

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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