About Brad D. Messner
I am a third generation owner of M & J Tax Service and an Enrolled Agent. With over 25 years of experience in both income tax preparation and information security management, I ensure all of my tax engagements of completed to their fullest with, in todays virtual environment, also ensure that every piece of taxpayer/client information is secure. I am a national speaker on both tax topics and cybersecurity as well as a professor at a local university. I am currently pursuing a doctoral degree with a dissertation topic of, "A Critical Analysis on the Impact of Blockchain to the Security of Financial Technology Systems."
In my taxpayer representation work, I focus on both communication as well as compliance. Since becoming an Enrolled Agent, I have successfully completed taxpayer representation on tax matters savings clients tens of thousands of dollars.
In my taxpayer representation work, I focus on both communication as well as compliance. Since becoming an Enrolled Agent, I have successfully completed taxpayer representation on tax matters savings clients tens of thousands of dollars.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Pennsylvania Department of Revenue
Reviews
Problem Experience
- Unpaid Taxes
- Wage Garnishment
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Tax Preparer Penalties
- Passport Issues
- Cryptocurrency Issue
- Spousal Tax Issue
- Tax-Related Identity Theft
- Notice of Deficiency
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- Lien Discharge
- Other Tax Preparation
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- IRS Transcript Analysis
- Payment Plan (Defered Payment)
- Penalty Abatement
- Lien Release
- Individual Tax Preparation
- Levy Release or Reduction
- Tax Forgiveness
- Business Tax Preparation
- Amend Tax Returns
- Audit Defense & Support
- Tax Appeals
- Innocent Spouse Relief
- Injured Spouse Claim
- Inheritance Tax Preparation
- Tax-Related Identity Relief
- Tax Amnesty
Tax Types Serviced
Corporate Tax
Excise Tax
Alcoholic Beverage Tax
Tobacco Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Highway Use Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Fisheries Related Taxes
Oil & Gas Tax
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
12/1/2016
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Vice President & Enrolled Agent | M & J Tax Service | New Stanton, Pennsylvania | Sep 1996 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| University of Pittsburgh - Greensburg | Bachelor's Degree | 2001 |
| Indiana University of Pennsylvania | MBA | 2015 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| National Association of Enrolled Agents | Member | 2015 - Present |
| National Association of Tax Professionals | Instructor | 2012 - Present |
Contact Information
Address
133 Stan Avenue / PO Box A
New Stanton, Pennsylvania 15672
New Stanton, Pennsylvania 15672
In Office Visits
No
Pricing & Payments
Free Consultation
Free Quote
Virtual Consultation
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Speaking Engagement | NYSSEA | Entity Selection: From Tears of Pain to Tears of Joy | N/A |
| Speaking Engagement | NYSSEA | Schedule E, and Beyond! | N/A |
| Speaking Engagement | National Association of Tax Professionals | Understanding the Gramm‐Leach‐Bliley Act and Securing Digital Assets | N/A |
| Speaking Engagement | TaxCon | Cybersecurity and Protecting Digital Assets for Accountants | N/A |
| Speaking Engagement | Florida Society of Enrolled Agents | The Crossroads Between Security and Staffing an Accounting Firm | N/A |
| Speaking Engagement | Arizona Society of Enrolled Agents | Cybersecurity for the Enrolled Agent | N/A |
| Speaking Engagement | National Association of Tax Professionals | Creating a Data Security Plan for Accountants Workshop | N/A |
| Speaking Engagement | NYSSEA | Ethics – Unique Dependent Scenarios and Due Diligence | N/A |
| Speaking Engagement | NYSSEA | Data Security for Tax Professionals | N/A |
| Speaking Engagement | NYSSEA | Ethics: Fraudulent, Fancy, or Frivolous | N/A |
| Speaking Engagement | National Association of Tax Professionals | 2021 Extensions and Estimated Quarterly Payments | N/A |
| Speaking Engagement | National Association of Tax Professionals | Understanding Tax for Farmers | N/A |
| Speaking Engagement | Taxposium | Ensuring Security Compliance in the Virtual Firm | N/A |
| Speaking Engagement | Taxposium | Advanced Cybersecurity for the Tax Professional | N/A |
| Speaking Engagement | The Blockchain and Cryptocurrency Summit | Does Blockchain Create a Global, Equitable and Fair Financial Infrastructure? | N/A |
Videos & Photos
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