Meet the Instructors

​Our instructors are the best of the best when it comes to presenting you with the tax information you need. Topics ranging from basic to advanced are taught in a compelling, easy-to-understand and thorough manner. Our instructors are all industry-recognized practitioners who are ​licensed to represent clients before the IRS.

Dave Du Val, EA
Susan Floyd, EA
Melinda Garvin, EA
Kathryn M Keane, EA
Randy Lawshe, EA MBA
Kelly C Lent-Paul, EA CFP®
Les Marti, EA
Marilyn Meredith, EA
Cheryl Morse, EA
Helen P O'Planick, EA
Steve O'Rourke, EA
Tom O'Saben, EA, CFP®
Raj Prashad, EA CFP®
Bob Rehkamp, CPA
Betty Stehman, CPA CIA CSA
Chuck Stephens, CPA
Laura Strombom, EA MBA NTPI Fellow
Jaye Tritz, EA CFP®
Marie Young, EA
Larry Zimbler, MST EA

​Join Our Instructor Team

If you’re energetic, outgoing and have a broad knowledge of federal tax issues, we want you to be part of our team! We are looking for experienced instructors to present our workshop material nationwide​.

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Contact Us

PO Box 8002
Appleton, WI 54912-8002

W6390 Quality Dr.
Greenville, WI 54942

Phone: 800.558.3402
Fax: 800.747.0001

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