| Meet the team of tax professionals that NATP has lined up to explain the new tax law to you. | | Chris Bixby, CFP®, EA
Williston, VT
Chris is the cofounder and owner of Bixby & Associates Financial Solutions in Williston, Vermont. He is the firm's principle financial consultant, helping clients define their unique financial goals. Chris is a 1998 Financial Management graduate from Bob Jones University. An avid learner, Chris holds multiple professional designations including NASD Series 7 and 66 securities licenses, insurance licenses, Certified Financial PlannerTM, and Enrolled Agent. He is currently pursuing a Master of Science in Administration degree from Saint Michael's College in Colchester, Vermont. Currently Chris is a board member for the Vermont Tax Preparers Association. He also serves on the University of Vermont Extension Tax School Advisory Council. | Leonard Cole, EA, CPA, CFP
Temecula, CA
Len has a large tax practice in Temecula, CA. His firm prepares income tax returns and resolves IRS problems for clients. He has taught college and university courses for several years and has authored several books in the accounting field. Len received his B.S. and M.B.A. degrees from the University of Southern California. He is also admitted to practice before the U.S. Tax Court. | | | Melinda Garvin, EA
Galion, OH
Melinda is the Founder, President and Co-Owner of Foos-Garvin Accounting, Inc., a full-service, small-town, practice serving the needs of more than 2000 clients. While Melinda has been in the tax business for more than twenty years, her greatest business accomplishment to date, came in May of 2007 when she became an enrolled agent. She has instructed various classes for local organizations and is looking forward to sharing her experience with fellow NATP members and tax professionals. | Marjory Howe, EA
Ames, IA
Marjory has a B.A. degree in accounting from Iowa State University. She has 36 years experience as a tax practitioner, specializing in individual returns involving Schedules C, D, E, and F. Marjory has taught for over 24 years, including teaching a basic tax course for new practitioners for over 5 years, and as an NATP instructor for 19 years. | | | Kathryn M Keane, EA, ABA
Brooklyn, NY
Kathryn owns and operates Macanta Business Services, a small tax and related services practice located in Brooklyn, NY, serving over 710 individual clients and 50 businesses and holds a Series 6 and 63 licenses. In December 2006, Kathryn completed two three-year terms on the National Board of Directors of NATP and was awarded Chapter Person of the Year for 2002 for her volunteer service to the community at large as well as to NATP. In addition to serving as an officer on the NY NATP Board, she currently serves as Chair of the IRS Tri Boro Practitioner Liaison Committee, and President of the Queens Chapter of the New York Society of Independent Accountants as well as their Statewide 2nd Vice President. Kathryn is a member of the National Society of Accountants, National Association of Enrolled Agents and their New York affiliates, as well as the Better Business Bureau of NYC. Kathryn has a B.S. degree from Brooklyn College. | Randy Lawshé, EA
Mandeville, LA
Randy Lawshé is an Enrolled Agent (EA) who holds a B.A. degree in management and an M.B.A. degree with a concentration in marketing and finance from Southeastern Louisiana University. After working for H&R Block, Inc., she now owns two H&R franchises where she is also licensed for mortgages and financial services. Randy serves on the Board for the Louisiana Chapter of NATP, as well as holding leadership positions in other business organizations. | | | Les A. Marti, EA
Gibson City, IL
Les Marti earned his B.S. from the University of Illinois. He has been in the income tax planning and preparation business since 1987 and formed his own practice, Marti Consulting, in 1997. His firm, located in Gibson City, Illinois, specializes in farm and small business returns. A career-long member of NATP, Les is also active with the Illinois Chapter. He has been a board member since 2000, and currently serves as the Chapter President. | Marilyn Meredith, EA
Port Huron, MI
Marilyn owns Meredith Tax Service, Meredith Financial Research, and Much & More Income Tax Workshops, with offices in Port Huron, St. Clair, and Marine City in the state of Michigan. Marilyn has been in the tax business for 40 years. She has been an Enrolled Agent (EA) since 1979, has a Series 7 license, and is on the Board of the Michigan Chapter of NATP. She has also served on LRPAC, SEEAC, and Cut-Score study as NATP representative as well as other NATP committees. | | | Cheryl Morse, EA
North Easton, MA
Cheryl has been a tax practitioner since 1982 and an Enrolled Agent since 1996. She is a manager for Emerging Business Partners, Incorporated, which prepares over 1500 tax returns in three offices. Cheryl received a degree in accounting from Bentley College in Waltham, MA. She has completed a term of office on the Massachusetts NATP Chapter Board, where she served as treasurer. She currently serves as an alternate on the Taxpayer Advocacy Panel, and is a contributor to the development of the IRS EA Examination. | Helen P. O'Planick, EA
Manchester, PA
Helen P. O'Planick began her tax career as a VITA/TCE volunteer in Kingman, Arizona, in 1984. She became an enrolled agent in 1994, and owns HELJAN Associates, LLC, in York, Pennsylvania. HELJAN serves business and individual clients with write-up, payroll, tax preparation, financial, and representative services. Helen also teaches for professional organizations including the IRS, and serves PA as an IRS electronic filing guru. Helen served on ETAAC, the Electronic Tax Administration Advisory Committee, and is currently team leader of "Tax Experts" on AOL. She is treasurer and past president of the PA Society of Enrolled Agents and was an NAEA director. Helen is a registered representative with Series 6/63 licenses. | | | Steven O'Rourke, EA
Oshkosh, WI
Steve is an Enrolled Agent (EA) and earned his B.B.A. degree in accounting from the University of Wisconsin-Oshkosh. He has over 20 years of teaching experience for NATP and other organizations, 30 years experience in tax preparation and related fields, and is licensed to sell securities. He owns and operates a tax and accounting practice which currently serves over 2,600 clients. In 2002, Steve completed serving a three-year term on the NATP Board of Directors. | Thomas O'Saben, EA, CFP
Maryville, IL
Tom graduated from Southern Illinois University at Edwardsville in 1982 with degrees in political science and finance. He has been a Certified Financial Planner (CFP) since 1993 and an Enrolled Agent (EA) since 1994. Along with a staff of four, Tom's practice (established in 1992) provides tax, accounting, and financial planning services for approximately 1,000 clients. In November 2003, Tom merged his practice with FCB Banks, a group of nine locations in Southern Illinois, mostly located in the St. Louis, Missouri metropolitan area to provide his clientele with additional services, as well as to provide tax and accounting services to the customer base of the bank. Tom also provides Quickbooks training and has given numerous educational presentations on a wide variety of tax and financial planning issues. | | | Ronald Olson, EA
Laguna Vista, TX
Ron Olson began his tax preparation business in Troy, NY in 1983 and has been an enrolled agent since 1987. At the peak of his activity he prepared approximately 1,100 individual, corporation, partnership, fiduciary and exempt organization returns annually. In late 2005, Ron entered semi-retirement, and moved to Laguna Vista, TX (near the Gulf of Mexico) where he continues to prepare returns for about 40% of his New York clients. Before entering the tax preparation business, he worked as a survey statistician for the US Census Bureau. | Alice Orzechowski, CPA, EA, CMA
Frederick, MD
Alice, a certified public accountant since 1976, is also a certified management accountant and an enrolled agent. Alice holds degrees in economics and accounting from the University of Maryland and a master's in administration and management from Hood College. During her 30 years of tax experience, Alice's opinion has been interviewed and quoted by various news sources including The Washington Post, Wall Street Journal Radio, and CNN. | | | Robert (Bob) Rehkamp, CPA
Columbia Heights, MN
Bob has over 28 years experience in both public accounting and industry, serving businesses and individuals in the areas of taxation, accounting, and business consulting. He is a Certified Public Accountant (CPA) with a B.S. degree in accounting from Marquette University in Milwaukee, WI. He owns his own tax and accounting practice in Minneapolis, MN. | Betty Kohls Stehman, CPA, C.I.A., CSA
Calverton, MD
Betty Stehman has over 30 years as an experienced accountant and tax professional. Ten of these years were in the corporate environment serving as an internal auditor in a mega bank, and a Fortune 500 company. Betty began her tax practice in 1989 which has grown to prepare approximately 300 returns per year with a concentration on small businesses in many industries. Her practice also does audit representation and collection representation as well as part-time CFO work for her clients. She received her Certified Internal Auditor designation in 1984, her CPA designation in 1994, and her Certified Senior Advisor designation in 2006. She serves as an instructor at a local community college and just completed a three-year term on the Maryland Society of Accountants Board of Directors. She received her BA in Accounting from Minnesota State University, Winona. | | | Charles E. (Chuck) Stephens, CPA
Franklin, GA
Chuck is a Certified Public Accountant (CPA) with over 20 years of public accounting experience. He is president of Stephens & Stephens, CPA's, a tax and accounting firm in Franklin, GA. Chuck is licensed in insurance and securities and provides financial and estate planning services and non-traditional services such as asset protection and investments. | Gwynneth Tigner, EA
Chautauqua, NY
Gwynneth has been a tax practitioner for over 30 years and an NATP instructor for over 15 years. She acquired her education at the College of Wooster (B.A.), the University of Toledo (M.A.), and the University of Michigan. Gwynneth has taught as a graduate assistant at the Universities of Toledo and Michigan, has been an adjunct professor at Lourdes College in Sylvania, OH, and has been an instructor for the College for Financial Planning. | | | Jaye E. Tritz, EA, CFP®
Twin Lakes, WI
Jaye holds a B.A. degree from Northwestern University, and is currently a multi-unit franchise owner with H&R Block in the southeast Wisconsin area. She has been preparing taxes since 1992, having earned her enrolled agent (EA) designation in 1997. Jaye is also a certified financial planner (CFP®) and is registered with the NASD, holding Series 6, 7, and 63 securities licenses and a Wisconsin insurance license. Jaye's practice provides tax preparation, representation, business services, and financial planning for approximately 3,500 clients. Jaye has been a career-long member of NATP. | Richard Waits, EA
Rapid City, SD
Richard has a B.S. degree in education from Black Hills State University of South Dakota. He established his tax preparation and small business counseling business in 1981 and became an Enrolled Agent (EA) in 1997. Richard's practice includes preparation of over 300 individual and business returns. He also provides payroll and bookkeeping services to various small businesses throughout the year, as well as doing business and individual representation work. | | | Doug Yentsch, EA, MBA, BS
Janesville, MN
As an owner and operator of his own consulting and tax business, Douglas has assisted both business owners and individuals for more than nine years, in matters of business start-ups, business expansion, accounting, and income tax. In addition, he is enrolled to practice before the Internal Revenue Service. Douglas is a recent graduate of the Executive MBA program at Southwest State University–Marshall and a graduate of Minnesota State University–Mankato. He is also an instructor in the accounting program with South Central College, Mankato, Minnesota and for the Center for Financial Training, Norwich, Connecticut. | Lawrence Zimbler, MST, EA
Flint, MI
Lawrence Zimbler, MST, EA holds BS in Math and MS in Taxation degrees. He successfully completed the Uniform CPA Exam. He is a supervisory securities principal (OSJ) and holds licenses in insurance and mortgages. He has taught undergraduate tax classes at University of Michigan, Flint and Detroit College of Business. Thirty years of tax experience include IRS; professional tax software support and development; and private practice in accounting, tax and financial services. |
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