Jason Safa is the founder of Safa Financial Team and a federally licensed Enrolled Agent (EA) with more than 15 years of experience in tax planning, compliance, and strategic advisory. He holds an MBA from Loyola Marymount University in Los Angeles, and his work focuses on helping individuals, investors, and growing businesses navigate complex financial decisions with thoughtful tax strategy.

Over the course of his career, Jason has advised a wide range of clients, including professional athletes, musicians, startup founders, physicians, dentists, and real estate investors, as well as professionals and families managing increasingly complex financial lives. His approach emphasizes proactive planning — helping clients structure decisions with long-term tax efficiency in mind rather than reacting to tax consequences after the fact.

In addition to working with high-income and entrepreneurial clients, Jason regularly helps individuals and families prepare for major financial milestones, including first-time home purchases, often guiding them years in advance to ensure their financial position is optimized before major decisions are made.

As an Enrolled Agent, Jason is authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. His advisory work combines technical expertise with practical guidance designed to help clients move forward with clarity and confidence.