Brad D. Messner

Brad D. Messner

Languages Spoken: English
New Stanton, Pennsylvania
EA

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.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Pennsylvania Department of Revenue

Reviews

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Customer Rating

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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

Compliant Icon

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

In Office Visits

No

Pricing & Payments

Free Consultation Free Quote Virtual Consultation
Paypal Method Paypal
Check Method Check
Cash Method Cash

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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