Broker Check
Gary J. Pankonien, EA

Gary J. Pankonien, EA

Senior Tax Advisor and Investment Advisor Representative

Gary J. Pankonien has been a Senior Tax Advisor at Alt Tax and Financial Services since 2003 and is in our office on a year-round basis to help assist clients with tax and financial matters.  Gary is a graduate of the University of Wisconsin with a Bachelor of Business Administration Degree in Finance and has been preparing tax returns for over thirty years. He received his Enrolled Agent license in 2014 and is able to represent taxpayers before the IRS. In 2015 Gary passed his Series 65 - NASAA-Investment Advisors Law Exam 2 where he is now able to offer Advisory platform products as an Investment Advisor Representative along with offering clients opportunities in stocks, bonds, mutual funds, insurance and other investment products through his affiliation with Avantax Investment ServicesSM. His varied background includes tax planning, consulting and preparation for individuals and small businesses.  Gary has participated in and completed the necessary IRS continuing education requirements related to Form 1040 series federal tax issues, ethics, and other Federal tax laws for the 2015 (AFSP) Annual Filing Season Program. He will be able to provide for the Federal and State tax preparation needs of all individual income tax clients.