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Jaye E. Tritz, EA, CFP®

 

 

Jaye holds a B.A. degree from Northwestern University, and is currently a multi-unit franchise owner with H&R Block in the southeast Wisconsin area. She has been preparing taxes since 1992, having earned her enrolled agent (EA) designation in 1997. She became an NTPI Fellow in 2010. Jaye is also a Certified Financial Planner (CFP®) and is registered with the NASD, holding Series 6, 7, and 63 securities licenses. Jaye's practice provides tax preparation, representation, business services, and financial planning for approximately 3,700 clients. Jaye has been a career-long member of NATP.

 Available Courses

 

 

Form 1041: The Basics & Income - Part IEstatesOn Demand Webinar Course11110
Form 1041: Put it all Together & the Schedule K-1 Webinar - Part IIIEstatesLive Webinar Course22220Wednesday, June 24 at 3 p.m. ET / 2 p.m. CT / 1 p.m. MT / 12 p.m. PT
Form 1041: Deductions - Part II - Available JuneEstatesOn Demand Webinar Course22220
Form 1041: Put it all Together & the Schedule K-1 - Part III - Available JulyEstatesOn Demand Webinar Course22220
1040 Workshops - Lisle, IL - October 19-20, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Oct 19 - 20
1040 Workshops - Rapid City, SD - October 22-23, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Oct 22 - 23
1040 Workshops - Grand Rapids, MI - November 4-5, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Nov 4 - 5
1040 Workshops - Lancaster, PA - November 16-17, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Nov 16 - 17
1040 Workshops - Hasbrouck Heights, IL - November 18-19, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Nov 18 - 19
1040 Workshops - Jamaica, NY - November 20-21, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Nov 20 - 21

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

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