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Jeff "The Tax Man" Peterson
President & Chief Executive Officer

Jeff is a Christian businessman with over 40 years experience in the financial services industry. He graduated from SMU, majoring in Finance with an emphasis in Investments and Portfolio Management.

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He began his career as a stockbroker in 1980. In 1991, he and his wife ventured out to start Tax Prep Financial Services with the slogan: “Pay Yourself! Not the IRS!” Specializing in tax preparation of home-based businesses, he has become one of the foremost experts in the country on preparation of income tax returns for clients who own or operate their own cosmetics business. In fact, the tax side of the business expanded so much and so rapidly amongst Consultants and Directors that he stopped working in investments. 

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Throughout the lifespan of his company, over 90% of his clients have owned their own businesses, and approximately 90% of those clients work in cosmetics. He has prepared thousands of tax returns for cosmetics clients, with over 100 of his clients being Sales Directors to Executive National Sales Directors.

Currently, he has over 400 clients across the US. Jeff contends that there's no other tax preparer in the country who prepares as many cosmetics business tax returns as he does, and that he prepares approximately 50-100 times as many of this type of return as most preparers.

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Now, he helps Directors to National produce more Directors by teaching their Units and National Areas his success proven 1-minute per day record keeping system and showing them the tax advantages of operating a home-based cosmetics business. That's why hundreds of Directors to Executive Nationals have given him the nick name: Jeff "The Tax Man."

Mitchell Peterson
Vice President & Chief Operations Officer

Mitchell is a young, small-business entrepreneur who initially joined the Tax Prep team to help his dad make the company paperless. Throughout his first year, he quickly took initiative recommending and reforming new systems to help the company go fully digital in its operations. With each new system in place, it was found that his ideas not only helped modernize the company's operations, but also simplified them, and accelerated their efficiency.​

 

After successful implementation of his digital systems, he now oversees all of the company's financial and administrative operations. He also owns his own start-up travel agency that specializes in train travel, a photo-scanning company that digitizes physical photos into the Photos app on a person's phone, and works as a private English tutor for international students and immigrants.

 

Though he doesn't plan on replacing his dad, he remains a loyal team member to the company and plans on continuing to fine-tune its customer service operations.

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