ABOUT JEFF

Jeff is a nationally recognized subject matter expert in the area of the Empowerment Zone Employment Credit (EZEC) and the Renewal Community Employment Credit (RCEC), the Work Opportunity Tax Credit (WOTC) and the Welfare to Work Tax Credit (WTW).  His company provides the processing and analysis work that is necessary for his clients to accurately claim their WOTC, EZEC and RCEC tax credits.  For his work with Empowerment Zones and Renewal Communities, he was named as a ‘Registered Partner’ of the US Department of Housing and Urban Development. 

Jeff has appeared as a contributing columnist to Cheklist magazine, PEO Insider magazine, The Administrator’s Advantage magazine, and various trade publications.  Jeff has lectured to various CPA organizations, civic groups and business seminars. His most recent keynote addresses were for the Michigan Association of CPA’s, speaking on “EZ, RC, and WOTC- A Missed Opportunity” (November, 2003) and the Detroit Empowerment Zone, speaking on “Tax Incentives for Businesses” (June, 2003).

Jeff regularly attends National and Regional WOTC conventions where he stays current on all key issues relating to WOTC. His time spent with WOTC coordinators from around the country, representatives of the IRS and Department of Labor allow him to stay close with the key people that generate WOTC certifications. Jeff also maintains frequent contact with Empowerment Zone and Renewal Community Directors. All of this time dedicated to keeping in contact with key people has allowed him to develop and successfully service clients anywhere in the United States.

His primary interest is making these ‘complex’ tax incentives available to a broad range of small and medium sized companies.  His forte is discovering various sources of ‘found money’ that exist for companies located in low-income communities and companies that hire people that have had barriers to employment.  The people include food stamp and welfare recipients, recent ex-felons, and residents of Federal Empowerment Zones or Renewal Communities.

Jeff’s Workers’ Compensation Audit service is designed to find overcharges and provide refunds to his clients.  A highly sophisticated technique is used to uncover errors that are made when a company renews their insurance or changes carriers.

R. Jeffrey & Associates, Inc. was founded in 1998.