Jeffrey Brooks, AFSP

About Jeffrey Brooks, AFSP

Jeffrey Brooks, AFSP is a IRS Annual Filing Season Program serving clients in Buffalo, New York and the surrounding region. With 7 years of professional experience, the firm of Brooks & Davis Bookkeeping & Tax handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As an Annual Filing Season Program participant in good standing with the IRS, Jeffrey Brooks, AFSP is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. AFSP participants have limited representation rights before the IRS for returns they prepared and signed.

Specialties

• S-corporation returns (Form 1120-S)
• FBAR / FATCA filings
• Real estate professional status
• Retirement plan rollovers
• Clergy tax preparation

Service area

Primary office in Buffalo, NY (ZIP 10244). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on New York. Virtual consultations are offered for clients outside the immediate Buffalo metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the New York Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the New York State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.