November 15, 2016

Contact: Gigi Thompson Jarvis, CAE
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Washington, DC, November 15, 2016 – Seventy-four tax practitioners have earned the prestigious Fellow designation from the National Association of Enrolled Agents (NAEA), America’s tax experts, for completing the three levels of the National Tax Practice Institute™ (NTPI®). This achievement demonstrates their dedication to protecting taxpayer rights and attests to their expertise in tax.

NTPI Fellows have completed a demanding three-part curriculum that has uniquely prepared them to effectively represent their clients before all administrative levels of the IRS. Having successfully completed coursework covering all variances of examinations, audits, collections and appeals, and having studied best practices and role-playing, Fellows know the entire representation process from both the client and IRS perspective. While earning the EA license denotes competence and the right to represent taxpayers, Fellows have made the commitment to a higher level of knowledge and excellence which further sets them apart. The course, open only to enrolled agents, CPAs and tax attorneys, was developed to prepare licensed representatives to protect their clients’ rights by disseminating the most recent information about IRS laws and procedures critical to representation.

Enrolled agents (EAs) are a diverse group of independent, federally authorized tax practitioners who have demonstrated a high level of technical competence in tax and are licensed to practice by the United States government. The only federally-authorized tax practitioners with unlimited rights of representation before the IRS, EAs advise and represent taxpayers who are being examined by IRS, are unable to pay taxes or are trying to avoid or recover penalties. EAs also prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entities with tax-reporting requirements. Unlike tax attorneys and CPAs, who may or may not choose to specialize in taxation, all EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education. Enrolled agents are “America’s Tax Experts®!”

R. Lynn Pennington, EA                                          Susan A, Smith, EA
Marilyn A. Mathis, EA                                             Joseph Michael Tames, EA
Terence R. Walman, EA                                           Antonio Alvarez Jr., EA
Bobbi Carson, EA                                                   Maria O. Castillo, EA
Kathryn David, EA                                                  Gayb G. Guillermo, EA
Antonio Nava, EA                                                   Ralph E. Nelson, EA
Ray Simmons, EA                                                  Penny Fisher, EA
Todd Whalen, EA                                                    Alvaro A. Acevedo, Jr., Esq., EA, CPA
Jamie K. Bunkley, EA                                             Claire Burkard, EA
Carmen Cuenca, EA                                                Fred J. Daus, EA
Michele A. Eaton, EA                                              Edward J. Livrieri, Jr., EA
John Moraitis, EA                                                   Subash Bobby Neemar, EA
Robert D. Sharp, CPA, EA                                       Catherine Curtis Foreman, EA
Daniel H. Guarin, EA                                               Mark Kahn, EA
David L. Mead, EA                                                  Rajeev Pandit, EA
John R. Russo, EA                                                 Rick Schiffmiller, EA
Joseph Stillman, EA                                               Julie Franklin, EA
Julie Presley, EA                                                    Shueh (Snow) H. Williams, EA
Robert Michael Norris, EA                                       Patricia J. Rudofski, EA
Jay Barney, EA                                                      Anetta Shaw, EA
Milton James Fletcher, EA                                      Janis L. Detlefs, EA
Leslie Daniels Echols, EA                                       Duane Stoker, EA
Venkat S. Yanumula, EA                                         Cynthia Reeves, EA
Michael J. Morley, II, EA, CPA                                 J. David Palana, EA
Madeleine B. Lynn Winstead, EA                             Tawanda M. Connor, EA
Jacob Borash, EA                                                   Judith A. Lashinski, EA
Judith A. Lashinski, EA                                           Thomas J Steinmetz, EA
Chris W. Neu, EA                                                    Alison Flores, JD
Kate Svendsen, EA                                                 Kelly McPherson, EA
Lucia Chen, EA                                                       Anthony S. Ferrara, EA
Sarah A. Fields, EA                                                Dan Gibson, CPA, EA
Nicholas R. Karp, EA                                              Dr. Calvester C. Legister, EA
Ceasar Brian Malqui, EA, JD                                   Kevin Randall, EA 
Mitsunari Sanda, EA                                               Lucia X. Zhang, EA
Yorda Kidane, EA                                                   Juan R. Bodre, EA
Rosael Carreras-Morris, EA                                     Diana J. Sheltra, EA
René Hayes, EA                                                    Natalie Garcia, EA

About NAEA
The National Association of Enrolled Agents (NAEA) is a professional society whose members are dedicated to honest, intelligent and ethical representation of the financial position of taxpayers before the IRS. Its efforts are supported nationwide through a network of affiliated state and local chapters. Members of NAEA must fulfill continuing professional education requirements that exceed the IRS’ requirements. NAEA membership also entails stringent adherence to a Code of Ethics and Rules of Professional Conduct, as well as compliance with the Treasury Department’s Circular 230 regulations. NAEA members are experienced, well-trained tax professionals who effectively represent their clients and work to ensure the tax code is fairly applied and reasonably enforced.

To find an enrolled agent in your area, visit




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