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Meet Jeff

Using advanced tax strategies and tax planning, we’ve saved clients hundreds of thousands of dollars by working with us. Many of these strategies have previously only been available to major corporations. Our team of experts brings that knowledge to consultants, attorneys, and small business owners.

Jeff has over 15 years of experience in accounting and tax. Over the last 2 years, he has worked with some of the most elite attorneys, financial advisors and CPA’s in the country to develop advanced strategies for tax reduction and wealth creation. He has run Alpha Mark Tax, Wealth, & Tax since 2010, helping clients create wealth.

We can help you:

✓ Pay Less Tax with annually re-usable strategies
✓ Create advanced tax strategies for wealth creation
✓ Combine business exit strategies with low tax tactics
✓ Create Wealth thru tax-advantaged investing
✓ Protect your assets thru advanced asset protection techniques
✓ Protect your assets and family with smart estate planning

To discuss your needs, contact Jeff here, or Book a Consultation.

Jeff has the following professional licenses:

  • North Carolina Law License: License Number 39598
  • North Carolina Certified Public Accountant: License Number 35058
  • Licensed Investment Advisor: Series 65, FINRA CRD# 6366670
  • North Carolina Life Insurance License: License Number: 19562566
  • Member: American Bar Association (ABA)
  • Member: American Institute of Certified Public Accountants (AICPA)

I have served on the American Academy of Estate Planning Attorney’s Board of Governors, from 2015-2018.

Jeff is married to his wife, Natalie, of 15 years, and has three children, 8, 5, and 2.  Jeff comes from a family of entrepreneurs – his father owns a telecom services business. Jeff is the oldest of 9 siblings. Three of whom are attorneys, two are doctors, one is an engineer, one owns a trucking company, and another owns a recycling company.

Jeff lives in Asheville, North Carolina; he is the founder and CEO of Alpha Mark Tax, Wealth, and Tax and works with business owners and entrepreneurs from all over the United States.

Jeff is a frequently requested speaker on business best-practices, tax reduction, estate planning, and asset protection.