Meet the Instructors


Our instructors are the best of the best when it comes to teaching the tax information you need. Topics from basic to advanced are taught via easy-to-understand methods designed to keep your attention. They are industry-recognized instructors who are also practitioners like you. In addition, all are licensed to represent clients before the IRS.


Chris Bixby, EA, CFP® Helen P. O'Planick, EA
Dave Du Val, EASteven (Steve) O'Rourke, EA
Susan Floyd, EA Raj Prashad EA, CFP®
Melinda Garvin, EA  Robert (Bob) Rehkamp, CPA
Marjory Howe, EA Betty Stehman, CPA, CIA, CSA
Kathryn M Keane, EA Charles E. (Chuck) Stephens, CPA
Randy Lawshé, EA, MBA Jaye Tritz, EA, CFP®
Kelly C Lent-Paul, EA CFP® Doug Yentsch, EA, MBA
Marilyn Meredith, EA Marie Young, EA
Cheryl Morse, EA Lawrence (Larry) Zimbler, MST, EA
Michael (Mike) Novick, EA, Esq


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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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