Instructors

Thomas Gorczynski

Thomas A. Gorczynski, Lead Instructor

EA, CTP, USTCP

CO-FOUNDER AND INSTRUCTOR Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is the author of the Tom Talks Taxes online newsletter, co-founder of the InCite tax community, and co-owner of Compass Tax Educators.

Tom has a weekly mastermind group, the Inner Circle with Tom, where he works with tax practitioners to solve challenging client issues, build profitable tax practices, and reclaim personal time (even during tax season!). He is an Enrolled Agent, a Certified Tax Planner, a National Tax Practice Institute Fellow, and admitted to the bar of the United States Tax Court as a non-attorney. Tom earned a Master of Science in Taxation from Golden Gate University and a Certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. He received the 2019 Excellence in Education Award from the National Association of Enrolled Agents and the 2018 Member of the Year Award from the American Institute of Certified Tax Planners. His tax practice in Phoenix, Arizona focuses on tax controversy representation and advanced tax planning strategies.

Jason Daughtry

EA

Jason Daughtry is an Enrolled Agent who began his career at H & R Block in 1995. Together with his wife, he co-owns both Affirmative Tax Relief and The Income Tax Place in Southern New Jersey. Jason has been specializing in representing tax preparers in due diligence audits since 2015.

Francis X. Degen

EA, USTCP

Frank Degen is a self-employed tax practitioner based in Setauket, NY. With degrees from Iona and Johns Hopkins Universities, he is an NTPI Fellow and is authorized to practice in the U.S. Tax Court. He has served as NAEA President and IRSAC Chair.

Claudia Hill

MBA, EA

Claudia Hill, MBA, is an Enrolled Agent and nationally recognized tax expert. She is Editor-in-Chief of the Journal of Tax Practice & Procedure, a co-author, and a frequent lecturer. Owner of Tax Mam, Inc., she has testified before Congress, contributed to IRS policy, and advocates for tax reform.

Kathryn M. Keane

EA

Kathryn M. Keane is the principal tax professional at Macanta Corporation in Brooklyn, NY. She has served on the National Board of Directors of NATP and is a three-time winner of NATP’s Chapter Person of the Year.

Natalie Kolodij

EA

Natalie Kolodij is the founder of Kolodij Tax and Consulting. Specializing in Real Estate Taxation, she helps clients build wealth through custom tax strategies. She holds a BS in Accountancy from Central Washington University.

Clarice Landreth

EA

Clarice Landreth, EA has over 23 years of experience in advanced tax resolution. She serves as the Quality Assurance Analyst at Omni and has been teaching tax resolution since 2014. She received the NAEA Excellence in Education Award in 2021.

Kelly Lent-Paul

EA, CFP®, MBA

Kelly Lent-Paul has been in the tax and financial planning industry since 1994. She holds degrees from Cornell and St Bonaventure Universities and enjoys teaching professionals in her field.

Mary Beth Lougen

EA, USTCP

Mary Beth Lougen is the COO of Expat Tax Tools and founder of American Expat Tax Services. With over 35 years of experience, she specializes in U.S. and Canadian tax preparation and compliance.

Brad Messner

EA

Brad Messner is a third-generation owner of M & J Tax Service. With 25 years of experience, he specializes in farm, rental, and corporate tax preparation. He also focuses on data security and blockchain.

Matt Metras

EA

Matt Metras is the owner of MDM Financial Services, specializing in cryptocurrency taxation. He is a frequent guest on the Bitcoin Taxes podcast and serves on his local Board of Education.

Kelly Myers

MBA, EA

Kelly Myers, a tax consultant with Myers Consulting Group, LLC, leverages 30+ years of IRS experience to provide tax seminars, advisory, and controversy services. A former Senior Technical Advisor at IRS Headquarters, he is a speaker, NSA Director, and advocate for efficient tax strategies. Kelly currently serves as an alternate member of IRS Taxpayer Advocacy Panel.

Ryan Reichert

EA, CFP®

Ryan Reichert is a practicing tax professional from San Diego, California with a financial planning and business ownership background who is equipped to handle new and often complex tax laws. Ryan has a knack for breaking tax topics into presentations that keep attendees engaged throughout the presentation.

SHERRILL L. TROVATO

MBA, MST, EA, USTCP

CO-FOUNDER AND INSTRUCTOR Sherrill L. (Gregory) Tovato, MBA, MST, EA, USTCP holds degrees in BA, Accounting, MBA (Finance), and Master of Science (Taxation). She is an enrolled agent with more than 30 years of experience, a Fellow of the National Tax Practice Institute (NTPI) and was admitted to practice as a nonattorney before the US Tax Court in 2001. Her Fountain Valley, CA firm focuses on individual and small business needs including tax preparation and controversy representation. She was a regular NTPI instructor between 2002-2017, frequently speaks at various organizations, and has authored several tax and financial articles for professional journals. Sherrill developed and began teaching Preparing to Practice before the US Tax Court after passing the exam on her first attempt; more than 81% of those passing the exam since 2002 have been her students or used her materials. Her awards include the NAEA Excellence in Education award (2004), NAEA’s Mentor of the Year award (2011), and the Founders Award (2014), NAEA’s highest award bestowed upon a member, to recognize her significant achievement and contributions on behalf of enrolled agents.

J. SUE VOTH

EA

Sue Voth, owner of V & R Accounting in Quincy, IL, has 45 years of tax preparation experience and specializes in small-business tax planning. An enrolled agent since 1983, she is a nationally recognized tax speaker, educator, and reviewer, contributing to programs for the University of Illinois, Indiana University, and the Missouri CPA Society.