Eric Carlson, AGT - Ameriprise Financial

Jackson Hewitt is one of the largest federal income tax preparation services in the United States. The firm operates approximately 6,800 franchised and company-owned offices that specialize in electronic filing of tax return. It provides full-service individual federal and state income tax preparation services, as well as facilitates related financial products. Jackson Hewitt offers Tax Advantage Partner Program, which is an employee discount program. The firm provides IRS direct and assisted refund programs. It also offers option of refund anticipation and money now loans. Jackson Hewitt maintains a location in Parsippany, N.J.

Schneider Financial Management LLC, located in Maplewood and Morristown, NJ, offers comprehensive support for individuals and families as they navigate complex financial decisions. Their experienced advisory team focuses on helping clients achieve their financial goals while enjoying the present moment. Dedicated to fostering financial security, Schneider Financial provides a range of services, including investment advisory, tax preparation, and insurance products. With a commitment to personalized financial guidance, they ensure that families can plan for retirement, education, and other significant life events. Generated from the website

Headquartered in New York City, Viewpointe is a privately held firm that was formed in 2001 by Bank of America, JPMorgan Chase and IBM. It provides check image exchange and archive services in the United State. Its clients include BancorpSouth, Bank of America, Bremer Financial Corporation, Colonial Bank Harris Bank, HSBC Bank USA, J.P. Morgan Chase & Company and National City Corporation. The firm provides image exchange on demand through ImageShare and bank-to-bank image exchange through Pointe2Pointe. With one of its locations in Parsippany, N.J., Viewpointe also maintains offices in Houston, Charlotte, N.C.