Chester, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.
John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States. The Firm prepares the occasional cannabis industry and crypto currency tax return.
Tanya is a nationally recognized tax professional and frequent speaker on a variety of tax topics and representation. She has been an Enrolled Agent with the IRS since 2006 and received her Bachelor’s degree in Public Accounting and Business Administration from Colorado Mesa University. Tanya founded Tax Edge, an accounting, tax, and representation firm in her hometown of Grand Junction CO, expanded it to a second office in Delta CO and has been practicing over 30 years now, giving her a wide range of knowledge and experience to draw from. She helps guide clients across the US and even a few internationally in the areas of accounting and payroll, personal, business, and non-profit tax preparation, planning, consulting and representation as well as solving their complex tax problems.
Tanya is a CTRS – Certified Tax Resolution Specialist, a NTPI Fellow, and is a member in good standing of the National Association of Enrolled Agents (NAEA), National Society of Accountants (NSA), The American Society of Tax Problem Solvers (ASTPS), the National Society of Tax Professionals (NSTP), and the National Association of Tax Professionals (NATP). She also serves on the board of directors for a variety of local and national non-profits and volunteers with Search and Rescue in Mesa County to give back to her community
She first encountered tax issues in a course on forest economics at Oregon State University where she was a teen-aged forestry major. A few educational twists and turns brought her to Temple Law School inPhiladelphia, where she discovered tax law for real. She joined the tax section of a large Philadelphia law firm, Morgan Lewis, but was quickly drafted to become an adjunct law professor, which resulted in a 23-year full-time teaching career.
She now holds the title of Emerita Professor of Law at Mitchell Hamline School of Law in St. Paul, MN, where she was a full-time law professor for a long time. (Emerita means they still liked her when she left.) Although originally hired to teach tax courses, she also taught Property, Estates and Trusts, andFood Law. She began preparing returns as a volunteer way back before computers.Today, Donna owns Ash Creek Tax & Legal Services LLC in Monmouth, Oregon, where she has provided tax preparation, estate planning, and taxpayer representation since 2016. She can be reached email@example.com.
Marc Dombrowski, EA specializes in tax resolution services, including: IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured to other Tax Professionals since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states
Kevin has been a Tax Problem Solver since 1987. He is an Enrolled Agent (EA) and a United States Tax Court Practitioner (USTCP), admitted to represent taxpayers at all administrative levels of the IRS as well as the United States Tax Court. He holds an MBA in International Business from Georgia State University, and a Bachelor of Science degree in Management from Oakland University in Rochester, Michigan. Kevin teaches other tax professionals (CPAs, EAs, attorneys, and professional tax preparers) all over the US the complicated things that they need to understand in order to help their clients. In his spare time, Kevin enjoys hiking and camping with his dog.
Kathryn M. Keane, EA, NTPI Fellow is the principal tax professional at Macanta Corporation, a small family owned tax and related services practice located in Brooklyn, NY, serving over 1015 individual clients and 86 businesses, along with many non-profits. Kathryn served two three-year terms on the National Board of Directors of NATP. Kathryn M. Keane, EA teaches for many tax organizations and associations and has been published in various tax publications.
Bob is an enrolled agent who brings to the table significant public sector, trade association, and private sector experience in tax administration, tax policy, and public policy.
During a dozen years at the Internal Revenue Service (IRS), he held a variety of positions both in the agency’s Washington, DC headquarters and in its Chicago, IL district office. While in the Service’s artificial intelligence labs, he led two nationwide electronic filing pilot programs, which required an understanding of and coordination between multiple functional areas. He also served in a professional staff position on the U.S. Senate Finance Committee, where he helped Senator Grassley provide IRS oversight on issues ranging from private debt collection to relocation expenses.
His experience with the National Association of Enrolled Agents and H&R Block provides him a deep tax professional perspective. He served as NAEA’s chief advocate for more than a decade, acted as primary spokesman to both tax and general media, founded its political action committee, and subsequently served as head of office.
Add an answer to this iRuth’s work includes advising U.S. persons who hold foreign assets, helping U.S. persons to receive gifts in a tax-efficient manner, advising non-U.S. persons regarding how to hold U.S. real property, and administering multinational estates and trusts. All of Ruth’s advice is focused on U.S. planning. This can include the creative use of domestic or foreign trusts and business entities to accomplish client goals. Ruth enjoys working with local families on purely domestic plans as well.
Ruth frequently collaborates with other advisors to develop a plan that works in all relevant jurisdictions. They have advised U.S. beneficiaries of foreign trusts regarding their U.S. tax positions and reporting requirements. Ruth works with foreign counsel to resolve problems that arise for foreign beneficiaries of U.S. trusts. Ruth advises families regarding gifts from non-U.S. persons to U.S. beneficiaries. Ruth also advises U.S. persons and trustees worldwide regarding information reporting obligations including the Foreign Account Tax Compliance Act (FATCA), Foreign Investment in Real Property Tax Act (FIRPTA), Forms 3520 and 3520-A, and the Foreign Bank Account Report (FBAR). Ruth also advises local families and business owners regarding tax-efficient gifting strategies.
Ruth is a lecturer at Boston University School of Law’s Graduate Tax Program and co-developed a new course on U.S. information reporting. Ruth frequently writes and speaks on topics related to international estate planning and U.S. taxation. In their spare time they enjoy travel, comedy, and learning foreign languages. Ruth has lived in Warsaw, Poland and in Oxford, England and has a working knowledge of Polish, Spanish, and German.tem.
Kathryn Morgan has 26 years in Law Enforcement (13 in the Air Force and 13 at the Bossier City PD), 30 years doing income taxes professionally. Freelance writing of technical manuals and articles. Teaching all levels of basic tax preparation and upper level continuing education classes in the income tax profession. Representation of clients at all levels of audit from the IRS, all states and in front of the United States Tax Court.
"My goals now are to spend many years being my 4 grandchildren's MeeMaw, taking the absolute best care of my clients as possible, and continually learning new things."
Ellie Nava-Jones believes that her role as an Enrolled Agent is akin to Ariadne in the labyrinth (although, perhaps the IRS is less monstrous than the minotaur waiting at the end). An advocate, with more constancy, and a threader who can weave her way through complexities. She has a Masters of Library Science and a Masters in English. She teaches for various organizations and has been published in trade magazines and journals, as well as selections in tax compendiums. In her spare time, she writes fiction which has been published, both in short and long form. Her tax interests lie in individuals, small businesses, and tax representation.
A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation.
Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a
portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele,
too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his
time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted
income tax issues.
A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple
organizations to assist attendees with real issues affecting tax professionals.
A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five
years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. While
onboard the destroyer, the ship executed many missions in the Straits of Hormuz off the coast
Outside of his tax practice, A.J. is a member of the Diocese of Sioux City Priests’ Pension &
Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time
is spent in various activities, including traveling with his wife and their two children.
Rita leads Wolf’s International Tax Services Practice, where she focuses on tax planning and compliance for international holdings. Rita has extensive experience advising clients on the tax aspects of cross-border business activities, structuring international investments, and the United States compliance obligations relating to these activities and investments for both entities and individuals. Rita also works with other tax professionals as a trusted advisor to identify necessary reporting, advise on filings, or review work papers and prepared forms to ensure accuracy in this evolving international compliance landscape.
Prior to joining Wolf, Rita was an Associate Attorney at the law firm of Vacovec, Mayotte & Singer, LLP where she focused in the areas of international and domestic taxation, estate planning, and tax controversy.
Rita is an Adjunct Professor at the Graduate Tax Program at Boston University School of Law where she co-founded and co-teaches “Foreign Information Reporting and Withholding.”
Rita also teaches various other international tax topics for Strafford Publications, Tax Practice Pros, and Wolters Kluwer.
Jessica L. Smith, EA is a speaker and educator with more than a decade of experience helping small business owners overcome their tax problems and leveraging the federal tax code to save thousands in income taxes. As an Enrolled Agent, she has earned the privilege of representing taxpayers before the Internal Revenue Service. She is a candidate for admission to practice before the United State Tax Court as a non-attorney. Jessica earned a Bachelor of Science in Accounting, summa cum laude from California College. She is a member of the National Association of Enrolled Agents, the National Association of Tax Professionals, and the Idaho Association of Tax Consultants. Jessica's practice focuses on implementing tax reduction strategies and representing taxpayers before the Internal Revenue Service. In 2022, she founded The 100K EA where she guides enrolled tax practitioners through the ins and outs of resolving complex tax problems.
Amy loves preparing tax returns, which is baffling to friends and family. She feels that paying taxes should be as painless as possible. Amy enjoys client education, and works hard to help her clients understand their particular tax situations and prepare for the future.
In addition to working with individuals, Amy enjoys helping small business owners succeed. Her interest in small business stems from both her personal life (she grew up in a small business family) and from her education (she has a Master’s degree in Business Administration). Having had rentals and flipped houses earlier in her life, she’s also interested in real estate; she teaches income tax strategies to real estate agents and brokers at Hogan School of Real Estate.
Amy is interested in virtual currency and works with both individuals and businesses to help them accurately report virtual currency transactions. Her book, Virtual Tax: The taxation of virtual currency, is a must-read for anyone considering investing in virtual currency. She has taught virtual currency taxation at national tax conferences and has been published in the Wolters Kluwer Journal of Tax Practice & Procedure.
Amy Wall is a registered member of National Association of Enrolled Agents, the Southern Arizona Chapter of Enrolled Agents and the National Association of Tax Professionals. She is also a National Tax Practice Institute Fellow.
Married to her high school sweetheart, Amy is the proud mom of a son (graduated from University of Redlands and now working at Intuit) and a daughter (graduate of University of Maryland and now in Cornell Law School).