08/01/2026
I wanted to share some exciting news with everyone.
When I took ownership of EZ Financial Group nearly six years ago, I recognized that many of my clients needed guidance not only with their finances but also with their taxes. That inspired me to expand my knowledge and better serve them.
In the fall of 2025, I officially became an Enrolled Agent (EA), the highest tax credential awarded by the IRS. I also launched Tax Playbook Advisors to provide tax preparation, tax planning, and advisory services alongside the financial services offered through EZ Financial Group.
Today, whether you need financial guidance, tax preparation, or proactive tax planning, I'm honored to be able to help you with all of your financial and tax needs.
None of this would have been possible without the support of those around me. I want to sincerely thank my amazing wife and family for believing in me, my children for their constant encouragement, and, above all, my Lord and Savior for His guidance, grace, and countless blessings every step of the way.
Thank you to everyone who has supported me on this journey. I look forward to continuing to serve our community for many years to come.
— Jesus