Patrick Jeffries, EA
Investment Planner and Tax Consultant
Patrick joined Kelly Financial Services, Inc. in 2014. He has 20+ years’ experience as a tax professional with multiple firms, and 18+ years’ experience as an investment professional, all with Avantax Investment ServicesSM (Formerly H D Vest). He has held the Enrolled Agent designation since 2003. An Enrolled Agent is a “federally licensed tax practitioner” licensed by the U. S. Treasury.
Patrick’s duties include Tax Preparation, Representation, and Investment Planning. He also supports the Bookkeeping and Payroll functions at the firm, as well.
Patrick became a Fellow of The National Tax Practice Institute in 2018. As an Enrolled Agent, Patrick specializes in taxpayer representation before the IRS. He is a member of the National Association of Enrolled Agents (NAEA), the Pennsylvania Society of Enrolled Agents (PSEA), and the Pennsylvania Society of Tax and Accounting Professionals (PSTAP).
Patrick holds Series 6 and 63 investment licenses as well as a Life and Health Insurance license. He enjoys working with clients to ensure their tax and financial needs are met as well as to plan for any potential issues or future changes which may come along.
Originally from Western Pennsylvania, Patrick has lived in New Holland, PA since 1990. In his free time he enjoys reading, NFL football, and vacationing at the beach.