Jason H. Daughtry, EA
Daughtry is a co-owner of Affirmative Tax Relief in Mays Landing, New Jersey, where he works side by side with his wife who is also an enrolled agent. He enjoys spending much of his time mentoring enrolled agents and other tax professionals in representation and advocating for the taxpayer.
Justin D. Farmer, Esq., CBI
Farmer is the founder and president of Private Practice Transitions, which specializes in helping clients with strategic planning for acquisitions and succession planning. He and his team are experts in the process of purchasing or selling a business, providing a comprehensive service from the initial consultation to a successful sale.
Sheri Fronsee, CPA
Fronsee has worked in both private industry and small tax offices, never quite figuring out which she preferred until she found NATP. Currently, she works for NATP as a member of the tax content team where she attempts to write as much creative “nonfiction” as possible.
Jared Foos, EA
Foos has nine years of tax preparation experience and is a partner of Foos Garvin Accounting, LLP in Ohio. He specializes in tax planning, business consulting, representation and assisting business owners select the best tax entity. He enjoys the personal focus on people, not just their business or return, but them as individuals.
Ashley Francis, CPA
Francis is a distinguished CPA specializing in ultra-high net worth taxation, trusts and estates. With an educational foundation from Gonzaga and Golden Gate University, and an extensive background that includes roles at a hedge fund and in the Big 4, Ashley has built a formidable career. Late last year, she ventured into the domain of generative AI tools and has been sharing her insights ever since.
Eric Green, JD, LL.M
Green developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Hamilton is the Founder of SmartPath.co. He has pioneered modern pricing strategies with tax firm owners nationwide. As a speaker, writer and entrepreneur, he deeply understands the issues modern businesses face. He is passionate about implementing solutions that make life easier for tax pros and their clients.
Josie Harris-Walton, Esq.
Harris-Walton is an accomplished criminal tax attorney and the CEO and founder of The Walton Firm, a prominent law firm that specializes in criminal and civil tax matters exclusively for tax professionals. With an illustrious reputation in tax law, she is affectionately known as the "Tax Pros Attorney."
Natalie Kolodij, EA
Kolodij is an enrolled Agent and real estatetax strategist who's specialized in real estate tax matters since 2014. In 2017, she founded Kolodij Tax & Consulting to work exclusively with taxpayers who have a focus on investing in real estate through various strategies.
Kelly Lent-Paul EA, CFP®, MBA
Lent-Paul has been preparing taxes since 1994 and has her BS from Cornell University and her MBA from St. Bonaventure University. She is an active member on the board of directors of several local non-profit organizations. She lives in Western New York with her husband Jim and yellow lab, Izzy.
Timothy McCormally, JD
McCormally has served as Acting Director of the IRS Office of Professional Responsibility since September 2022. Before joining OPR as a Special Counsel in February 2021, he spent seven years as a director in KPMG's National Tax Practice, working with both the Practice, Procedure & Administration group and the Federal Legislative and Regulatory Services group.
Brad Messner, EA, MBA
Messner has over 25 years of experience specializing in corporate, farm and rental income tax. He is a third-generation owner of M&J Tax Service in Pennsylvania. After obtaining his MBA, Messner became a professor at the University of Pittsburgh where he teaches cybersecurity, computer science and data analytics.
Matt Metras, EA
Metras is the owner of MDM Financial Services in Irondequoit, New York. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He is a frequent guest on the Bitcoin Taxes podcast, is a passionate community advocate and serves on his local board of education.
Kathryn Morgan, EA, USTCP
Morgan recently retired after 25 years with H&R Block and started her own practice, Puzzled By Taxes, LLC. Her prior careers as a USAF military police officer and as a police communications officer for the Bossier City Police give her a wide variety of experience that translates into tax issues.
Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Since heading west and joining Cost Segregation Authority, Oliver has been speaking at local, regional and national events. He brings with him a passion for identifying cost savings and educating CPAs and commercial real estate owners on the benefits of cost segregation.
Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity. Podell has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor and multiple small business journals. His firm provides an outsourced solution that allows those professionals to establish and manage these types of plans for their clients.
Allan “A.J.” Reynolds, EA
Reynolds has over 30 years of experience in various areas of taxation. He brings his every day “in the trenches” experience when assisting attendees with real issues affecting tax professionals. Reynolds started his tax career in San Diego after proudly serving in the United States Navy onboard the Guided Missile Destroyer USS Callaghan.
Shibley has been communicating about risk management since beginning his career with Royal Bank of Canada, where he worked with global institutions to hedge their interest rate risk and currency risk. Ultimately, this led to him becoming involved with information risk management. Shibley holds an MBA from The Wharton School.
Jaye Tritz, EA, CFP®
Tritz holds a bachelor’s degree from Northwestern University and is currently a multi-unit franchise owner with H&R Block in southeast Wisconsin. She is registered with the NASD, holding Series 6, 7 and 63 securities licenses. Her practice provides tax preparation, representation, business services and financial planning for approximately 3,700 clients.
Penny Wade Smith, EA
Wade Smith is the second-generation owner of Wade Farm Financial Services in Mayfield, Kentucky. She has been an Enrolled Agent since 2008 and specializes in farm income taxes and tax planning, as well as estate, succession, and retirement planning. Her firm provides bookkeeping and financial reports to her farming clientele and their lenders as well as compiling farm analysis data on a controlled group.
Amy Wall, EA, MBA
Wall is part tax-geek, part money-geek and part-science geek. With a bachelor’s degree in chemistry and a second major in economics, as well as an MBA, she spent a good part of her life in the defense industry before electing to stop building bombs and make the move into tax world.