Real Experts. Real Guidance. Real Tax Education.

A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.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. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.Outside of his tax practice, he 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.

Amy M. Wall, EA, MBA, is retired from her private tax practice in Tucson, Arizona, where she worked with individuals, small businesses and S Corporations. Amy now spends her time teaching and writing on taxation. She teaches for several continuing education providers and has been published in a number of tax journals, including NATP’s Tax Pro Journal and Wolters Kluwer Journal of Tax Practice & Procedure. She is the author of Virtual Tax: the taxation of Cryptocurrency; Income Taxes for Real Estate Agents; Divorce and Taxes, and The Parish, a work of fiction about a tax preparer whose nighttime clients aren’t quite what they seem.

Andrea MacDonald, CPA is a currently practicing accountant with over 20 years of experience. Her firm, Steadfast Bookkeeping, provides accounting, tax, and advisory services to small and medium sized businesses in the home services, professional services, and creatives industries.In 2013, Andrea founded Pro Tax & Accounting. Ten years later, in May 2023, she acquired Steadfast Bookkeeping and merged the two firms into one. In February 2024, a third firm merged into the mix. As Steadfast’s CEO, Andrea is responsible for the firm’s vision, mission, and strategic direction.Andrea has led sessions at several conferences, with topics ranging from changing your pricing model, to firm acquisition, to providing niche specific services. She leads a weekly training session that covers varying topics related to the intersection of accounting and taxes, and she offers a mentorship for "newbie" bookkeepers, teaching technical accounting skills.You can connect with Andrea on LinkedIn, where she regularly posts insights and updates. To work with Steadfast Bookkeeping, head over to the firm’s website.

Brad is the third-generation owner of M & J Tax Service and an Enrolled Agent with over 25 years of experience in income tax preparation and information security management. In today’s virtual environment, he ensures that every tax engagement is completed with precision and that all taxpayer and client information remains secure.A national speaker on both tax topics and cybersecurity, Brad also serves as a professor at a local university. He is currently pursuing a doctoral degree, with a dissertation titled “A Critical Analysis on the Impact of Blockchain to the Security of Financial Technology Systems.”In his taxpayer representation work, Brad emphasizes clear communication and full compliance. Since becoming an Enrolled Agent, he has successfully represented clients in tax matters, saving them tens of thousands of dollars.

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.

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.