Jason Barnes

Vice Chairman @Tax Prep Advocates

Indianapolis, IN, US
EMAILS
j••••••••@taxprepadvocates.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Vice Chairman @Tax Prep Advocates

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IN, US

With a reputation of excellence in the industry, our company boasts a sophisticated proprietary software and advanced tech stack that set industry standards for filing the limited program Employee Retention Credit. Our commitment to outstanding client interaction is demonstrated through seamless daily communication channels, utilizing both automated systems and our dedicated Onboarding Specialists. Their expertise ensures a top-tier service, optimizing the client journey.Our skilled team, armed with the ability to track client files in real time, has played a pivotal role in assisting numerous businesses. Their efforts have resulted in securing hundreds of millions of dollars in stimulus funding, empowering countless organizations to access the financial support they deserve. At the forefront of innovation, we take pride in our role in facilitating businesses\' growth and success through strategic financial solutions.

EDUCATION

N/A

Taylor University

Philosophy

SKILLS

Fixed AnnuitiesRetirement Planning, Life Insurance, Wealth Accumulation, Team LeadershipFinancial ServicesInvestmentsInsuranceLife Insurance

ABOUT JASON BARNES

I have been in the Financial Services Industry for over a decade, starting my career as a…

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