Allen "Al" Beatty
is a native of Lancaster, Ohio. Al holds a Bachelor of Science
Degree in Finance and Business Management from Franklin University
in Columbus. Al worked for several years in the financial services
and tax accounting industry while in college and immediately after
graduating in 1991.
Al launched Buckeye Financial
& Income Tax Preparation Services in Lancaster in December
of 1992. Al assisted families in financial matters with a growing
emphasis in income tax preparation and planning. Al became an
authorized IRS E-file provider during the 1995 tax filing season.
Al obtained the IRS Enrolled
Designation by sitting and passing the Enrolled Agent Examination
administered by the U.S. Department of the Treasury in 1998. Enrolled
Agents are federally licensed tax practitioners who have technical
expertise in the field of taxation and are licensed to represent
taxpayers for audits, collections, and appeals before the IRS
at all administrative levels.
In 1999, Al married his best
friend, Molly, in the hamlet of Limerick in northern Jackson County.
This is where many of the Beattys trace their roots and call home.
After many return trips to Jackson
County including trips every year to the Apple Festival, Al and
Molly purchased the old Fashion Dress Shop in downtown Jackson
in 2005 and re-located his tax business there. He also changed
the business name to Apple Tax Services to reflect the
rich heritage of the Jackson area.
In May 2010, Al accomplished
one other achievement by earning the Masters in Taxation Degree
from Capital University Law School. Al studied several topics
in taxation including taxpayer representation, gift and estate
taxation, advanced income tax problems, LLC Taxation, Partnership
Taxation, Corporate Taxation, State and Local Taxation, and many
other areas of taxation.
Al is a member of the Jackson
Chamber of Commerce, the Jackson Historical Society, the Jackson
Area Writer's Group, and is a full-time Accounting Instructor
at the University of Rio Grande/Rio Grande Community College.
Al has been an Adjunct Instructor at Southern State Community
College, Wilmington College, and Daymar College. Al has also been
employed at Fortune 500 companies as PaineWebber, MetLife, JP
Morgan Chase, and CitiGroup in various financial services capacities.
He is also an Ohio Army National Guard Veteran.
Al and his wife Molly reside
in the city of Jackson.