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Jennifer James, EA, MST

Jennifer James, EA, MST

Advisory Representative, Tax Advisor

Jennifer James is an Enrolled Agent, tax advisor, and Advisory Representative with HD Vest Investment ServicesSM and has been a member of the team since 2011. She specializes in complex tax returns, including individual, alternative families, corporate and entity, multi-states, partnerships, and trusts. As an Enrolled Agent, she also has experience with debt negotiation and audit representation before the IRS.

Jennifer received her Masters in Taxation from Golden Gate University in San Francisco. Outside of the office, she enjoys spending time with her daughter, swimming, and surfing.