17 + years as an Enrolled Agent; 30+ Years as a tax Professional
GAEA Immediate Past President & GAEA Education Chair
Elected member of NAEA Affiliate Council – Currently Chair of the Affiliate Council
2018 Recipient of the Lee T. Byrd Outstanding Volunteer Award
Appeared multiple times on Tax Talk Today as a panelist.
Former Prometic Contractor for 3 years (RTRP test development; SEE Level 3 test development)
Taught SEE 3 online for 3 years for Gleim
Member of the IRS SE Liaison Group since 2010
Former member of the GA DOR Practitioner Group.
Former Chair & current member of the NAEA Tax Track Committee
NTPI Fellow – Former NTPI Discussion Leader and NTPI Instructor
Have had multiple articles published in the EA Journal
NAEA Education Foundation Trustee since 2018
Currently serving on the Education Foundation Scholarship Committee
Bachelor’s degree in Automotive Engineering - Kettering Institute – (formerly General Motors Institute)
Master’s degrees (MIT) in Mechanical Engineering
MBA in Marketing (Wayne State University)
Have presented in-person & on-line webinars for the following organizations: GAEA, NAEA, ASTPS, NCPE Fellowship, Auburn University, Latino Tax Pros; Following State Societies: Oklahoma; Alabama; New Mexico, Iowa, New York, NC, NNE.
Present Annual Tax Updates to CDC ORISE Fellowship Awardees.
Present Annual Tax Updates to Emory Scholarship Awardees.
I currently work with troubled taxpayers
(lots of audits, representation, serial Non-Filers, assist taxpayers who have petitioned US Tax Court Pro Se).