Jessica DeBold began her career in the financial services industry in 2006. As a child, Jessica was inspired to be a part of this industry by watching her father work with his employees and coach them on the steps that needed to be taken to achieve their retirement goals. Jessica is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Enrolled Agent, holds an Ohio life & health insurance license, has passed her Series 66 license exam, and is currently pursuing a Master’s Degree in Financial Planning. Throughout her career, Jessica has developed a passion for tax planning and believes that it is an integral, and often overlooked, part of the holistic financial planning process.
Jessica spends her spare time with her husband and daughters who are very involved in 4-H — a U.S.-based network of youth organizations — and the livestock industry. Additionally, she is passionate about supporting our nation’s veterans by volunteering for Operation Cherrybend, a non-profit organization that benefits combat-wounded veterans with events and networking opportunities.
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230.
Jessica spends her spare time with her husband and daughters who are very involved in 4-H — a U.S.-based network of youth organizations — and the livestock industry. Additionally, she is passionate about supporting our nation’s veterans by volunteering for Operation Cherrybend, a non-profit organization that benefits combat-wounded veterans with events and networking opportunities.
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