Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has

extensive experience in helping clients solve their IRS problems, and clients say he does it with

patience and, as one client put it, “without making me feel dumb.”

Charles has spent his 50 plus year career in public accounting, and 43 of those years running his own firm. He is a licensed CPA in New Jersey, a Certified Tax Resolution Specialist and a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and is a member of the Cannabis Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and The Tax Resolution Academy.

He regularly consults with other practitioners in the Tax Resolution area in addition to being a referral source for clients of practitioners that are in over their head.

He also develops and presents CPE courses for other tax practitioners to improve their skills. He presently has twenty such courses. He enjoys passing on the skills he has learned to other

practitioners.

Charles earned his accounting degree from Rutgers University. When he is not working, he enjoys baseball, watching the Phillies and football, following both the Philadelphia Eagles and the Rutgers

team. He also enjoys fishing, traveling, golf, reading, his vacation home at the New Jersey shore and spending time with his family. He’s been married for 53 years to the best wife in the world and has

two daughters, a son-in-law and two grandsons.

He and his wife relocated to Lakeland, Florida in 2022. He enjoys playing golf with his friends and

especially the Tuesday night get togethers where they sit around the fire pit and smoke good cigars,

drink good whiskey and tell lots of lies!

Ms. Kosnik has worked in public accounting since 1996. She opened her Metro Detroit firm, BBTA Tax Advisors, Inc. in 2001. She has taught continuing education with the National Tax Practice Institute (NTPI) and has completed a rigorous three year fellowship run by the National Association of Enrolled Agents at their annual conference in Las Vegas. She is a past director on the board of the Michigan Chapter of the NAEA and has been involved with the national level of the NAEA. She has participated in Fly In Day, joining other Enrolled Agents in Washington DC to walk the halls of Congress and meet with Congressional members and their staff in an attempt to educate them on various areas of the Tax Code and its impact on taxpayers. She recently co-authored a chapter on taxation of trusts in the book: Administering the California Special Needs Trust, by Kevin Urbatsch, and Administering the Michigan Special Needs Trust, by Michelle Fuller. Ms. Kosnik taught for two years at the Special Needs Planning Symposium in Napa, California. In 2021, Ms. Kosnik opened her second tax practice in Ann Arbor Michigan.

Dan Henn is a seasoned Tax Professional, Financial Coach, Entreprenuer, and Speaker who is basedin Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years. Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PAOriginally from Land O’ Lakes, FL, Dan’s love of the industry began during college. During his business studies, Dan quickly discovered his knack for numbers. This ultimately paved the path to his present career, where he is infinitely dedicated to helping people (especially new business owners) save money and expand their business. In addition to saving on taxes, Dan strives to protect his valued clients from the IRS so they can sleep better at night. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.When Dan was a young and budding tax professional, he had the unfortunate incident of seeing a family member go to jail over unfiled and unpaid taxes. At the time, having just graduated 2 years earlier from college, his knowledge and experience left him helpless to assist in the defense. This is why he is an advocate to teach other tax pros how to help people get out of some bad tax situations. Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne. Furthermore, Dan holds a Bachelor of Science Business Administration and Master’s Degree in Accountancy from the University of South Florida.

David graduated from Cal Poly Pomona in 2001 and spent 20 years as a knight at Medieval Times before swapping his sword for a calculator in 2009. These days, instead of defending castles, he defends taxpayer rights, representing clients before the IRS and other agencies with over 25 years of management and customer service experience.A champion of tax professionals, David loves mentoring and teaching, sharing strategies to help others thrive in the industry. His passion for service has seen him volunteer for nearly every leadership role in the California Society of Enrolled Agents, proving once you’re in, you’re never really out—even as Immediate Past President.As Director of Tax at Chatterton and Associates, Inc., David channels this same energy into guiding a team of tax professionals. When not riding to clients’ rescue, he enjoys time with his wife, Patricia, their three kids, and their golden retriever, Montana.

Enrolled Agent, Admitted to United States Tax Court. Nearly 25 years tax preparation experience. Graduate of Northeastern University with a master's degree in taxation. Specializes in individual, partnership, corporate, fiduciary taxation, and tax controversy.

Deltrease has 30+ years of accounting and tax experience. She specializes in providing accounting and tax services to small businesses and their owners. In her practice, D. Hart Accounting, she focuses on providing Tax Resolution and Advisory services. D. Hart Accounting provides tax problem help services that include representation, wage garnishments/bank levies, liens, audits and more. Deltrease’s extensive training in the field of Tax Resolution allows her to lend her expertise to not only her clients, but also to other tax professionals and attorneys across the United States.Prior to going into private practice full-time, Deltrease spent over 10 years in accounting and finance departments at the corporate level for various Fortune 500 companies. While full-time in Corporate America, she also spent 10 years part-time preparing taxes and teaching for the largest retail tax preparation company in the U.S. She earned her BS in Accounting from South Carolina State University and MS in Taxation from Strayer University. She is a serial entrepreneur with a passion for real estate investing. She’s a frequent speaker on tax and small business topics where she shares her expertise and real-life experience with her peers of other tax professionals, real estate investors and small business owners. Deltrease is also an adjunct accounting professor, podcaster and small business advocate. She is a governor appointed board member of the South Carolina Board of Accountancy. Deltrease is a proud alumni of Goldman Sachs 10k Small Business and NASDAQ Milestone Circles programs. In her spare time, she enjoys watching NBA games (preferably attending live) with her husband and playing Sudoku.

Donna first encountered tax issues as a teenage forestry major in a forest economics course at Oregon State University. A few educational twists and turns eventually led her to Temple Law School in Philadelphia, where she discovered her passion for tax law. She joined the tax section of a large Philadelphia law firm, Morgan Lewis, and was quickly recruited to serve as an adjunct law professor—launching 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 taught tax courses as well as Property, Estates and Trusts, and Food Law. (Emerita signifies she left on good terms and remains respected by the institution.) Donna began preparing tax returns as a volunteer long before computers were common in the office. Today, she owns Ash Creek Tax & Legal Services LLC in Monmouth, Oregon, providing tax preparation, estate planning, and taxpayer representation since 2016.

Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr.Minniti is a Certified Public Accountant, Certified Forensic Accountant,Certified Fraud Examiner, Certified Valuation Analyst, Certified in FinancialForensics, Master Analyst in Financial Forensics, Chartered Global ManagementAccountant, and is a licensed private investigator in the state of Arizona. Dr.Minniti received his doctoral degree in business administration from WaldenUniversity, received his MBA degree and Graduate Certificate in Accounting fromDeVry University’s Keller Graduate School of Management, and received hisBachelor of Science in Business Administration degree from the University ofPhoenix. Dr. Minniti taught graduate and undergraduate courses in forensicaccounting at DeVry University, Grand Canyon University, Kaplan University, NorthwesternUniversity, and the University of Phoenix. He designed graduate andundergraduate courses for Grand Canyon University, Northwestern University, andAnthem College. He is a writer and public speaker. He has experience in forensicaccounting, fraud examinations, financial audits, internal audits, complianceaudits, real estate valuations, business valuations, internal controldevelopment, business continuation planning, risk management, cyber security, privacylaws, data security, Sarbanes-Oxley compliance work and business consulting. Inaddition to his practice Dr. Minniti is an instructor teaching continuingprofessional education classes for the American Institute of Certified PublicAccountants, ACI Training, Compliance Online, Wolters Kluwer CPE Link/CCH,AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, CPEWarehouse, My-CPE, Canopy CPE, BankersWeb, Global CPE, WebCon60, VACO, BraboAccounting, The Institute of Management Accountants, the National Associationof Valuators and Analysts, the Association of Certified Fraud Examiners, theInstitute of Internal Auditors, various state CPA Societies, and corporate CPEtraining. Dr. Minniti is currently serving as a committee member on the Arizona State Board of Accountancy's ContinuingProfessional Education Advisory Committee and previously served on the Board’s LawReview Advisory Committee. Dr. Minniti also served two terms on the NationalAssociation of Valuators and Analysts’ Litigation Forensics Board and served onthe Board of the Institute of Management Accountants’ Valley of the SunChapter.

‍

Edward Mendlowitz, CPA is emeritus partner with Withum, on Forbes Top 200 CPAs in America list, one of Accounting Today’s 100 Most Influential People, an adjunct professor at Fairleigh Dickinson University and Baruch College and the author of 32 books including many books on reviewing tax returns and managing tax season. He has testified twice at the House Ways and Means Committee on Tax Policy.

Ellie views her role as an Enrolled Agent much like Ariadne in the labyrinth—an advocate guiding clients through the complexities of the tax world with clarity and consistency. She holds a Master of Library Science and a Master’s in English, and she teaches for various tax organizations while contributing to trade magazines, journals, and tax compendiums. In her spare time, Ellie writes fiction, both short and long form, that has been published. Her professional focus includes individuals, small businesses, and tax representation, helping clients navigate tax challenges with expertise and care.

Eve Davis, EA, LTC is an Oregon licensed Tax Consultant and an Enrolled Agent. She started her career as a tax preparer in 1996. In 1999, she and her husband Peter opened In or Out TaxService Inc. in Portland, Oregon. In the last 5 years, both of their twin daughters joined the firm, making it a true family business. In or Out Tax Service Inc. prepares over 900 returns annually. The clientele includes individuals, small businesses and hundreds of pass-through entities such as S-corporations and Partnerships.

Frank Agostino is one of the most accomplished tax controversy attorneys in the country, with more than four decades of litigation experience and a string of landmark victories that have reshaped IRS enforcement and Tax Court procedure — including Commissioner v. Zuch before the U.S. Supreme Court (2025) and Chai v. Commissioner in the Second Circuit (2017).

Because of Frank’s stellar reputation in the tax bar, he has been ranked in Chambers in Band 1 for Tax: Fraud Nationwide (USA) and in Band 1 for High Net Worth Private Client: Tax.

A former IRS District Counsel attorney and Special Assistant U.S. Attorney, Frank has also taught tax controversy at Seton Hall and Rutgers Law, and currently serves on the Advisory Board of the Journal of Tax Practice and Procedure.