Profile
Jeffrey D Barrera
ListedEnrolled Agent at Tax & Wealth Management LLC
About
About
Jeffrey D Barrera is associated with Tax & Wealth Management LLC, a Cypress, California tax practice. Source materials identify him as an Enrolled Agent connected to public tax preparation and tax-related services, with the ability to represent clients before the IRS.
The firm’s materials describe work with individuals, families, and businesses, including tax preparation, tax resolution, and client-facing tax resources.
Jeffrey D Barrera is associated with Tax & Wealth Management LLC, a Cypress, California tax practice. Source materials identify him as an Enrolled Agent connected to public tax preparation and tax-related services, with the ability to represent clients before the IRS.
The firm’s materials describe work with individuals, families, and businesses, including tax preparation, tax resolution, and client-facing tax resources. Listed specialty areas include business returns, estates and trusts, real estate, and sole proprietor or gig economy tax matters.
Tax & Wealth Management also provides a secure client portal using TaxDome, along with tax newsletters, calculators, IRS forms, refund tools, and appointment resources for clients who need organized support around tax filings and related questions.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax resolution | Standard | ||
| Tax services | Standard | ||
Tax focus
Tax focus
Service areas
Service areas
CYPRESS, CA
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