Jeffrey R. Zaginailoff

Jeffrey (Jeff) graduated from the Wharton School, University of Pennsylvania, with a Bachelor of Science Degree in Economics, and a dual-major in Finance and Organizational Management. He began his career with State Street Bank and was an assistant Vice President with Putnam Investments.  Jeff currently is employed at Fidelity Investments as Director of Holdings Disclosure Policy.

Jeff is a Registered Tax Return Preparer and has designed several spreadsheet models useful at our practice for tracking and accounting for self-employed clients and for various tax scenarios encountered at our practice.  Many of Jeff’s clients find their appointments with him to be not only efficient and productive, but also informative and enlightening.

Jeff was born in Melrose, grew up in Beverly, and currently resides on Revere Beach. His interests include fishing, skiing, music (he plays the guitar and keyboards) and Civil War history.

Contact Jeff at JeffZ@taxshop38.com.