PTS Tax Advisors, LLC

About Us










Richard W. Schank, CFP®, ChFC, CLU, CFS, RHU, REBC, EA


Richard has been an Enrolled Agent with the IRS for years and is an active member of the National Association of Enrolled Agents (NAEA). He has extensive experience in accounting and tax preparation and teaches several advanced tax courses at Professional Training Services. His expertise in finance, investments, and the US Tax Code is wide ranging.





















Brad W. Schank, EA


Brad graduated from Rutgers University in 2009 with a BA in Economics and has been actively engaged in the finance industry since graduation. He has been an Enrolled Agent with the IRS since 2011.



















Jeremy J. Schank, EA

Jeremy graduated from Drexel University in 2009 with a BS in Business Administration, with a dual concentration in finance and legal studies. Since graduation he has been actively engaged in the finance industry and has been an Enrolled Agent with the IRS since 2011.
 

 

 

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