Biographies of the Electronic Tax Administration Advisory Committee (ETAAC) Members

 

Luanne Brown - Brown has served as the Director of Payroll Services for Grand Valley State University for the last 13 years. For more than 20 years she has worked in varied industries including sports management, advertising, manufacturing, and higher education. In her current role at the University there has been a major emphasis on data security. She has participated on a Senior Management Cyber Security Team and helped develop new security procedures and policies in the Payroll/Finance area along with communicating to employees on how to protect their personal data from identity theft and steps to take if their information has been compromised. Brown currently serves as a Director on the American Payroll Association Board of Directors. Brown holds a master’s degree in Public Administration with an emphasis on Public Management from Grand Valley State University.

Latryna Carlton - Carlton is President of Committed Citizens of Waverly (CCOW Inc.) in Waverly, Fla., a community-based organization dedicated to self-help and volunteering. Carlton is a Volunteer Income Tax Assistance (VITA) site coordinator and trainer.

Daniel Eubanks - Eubanks is Senior Manager for Federal Government Relations at Intuit. He serves as an Industry co-lead on the Security Summit Authentication Working Group. Eubanks previously served on the Board of Directors for CERCA (the Council for Electronic Revenue Communication Advancement), as well as the Senior Executive Board of the Identity Theft Tax Refund Fraud Information Sharing and Analysis Center.

Larry Gray - Gray is a certified public accountant with his own firm, Alfermann Gray & Co. Gray serves on the Security Summit Tax Professionals Working Group.He is an instructor for the National Association of Tax Professionals (NATP) and speaks regularly at the IRS Nationwide Tax Forums.

Jenine Hallings - Hallings is a Compliance Risk Manager for Paychex. Her team is responsible for research, analysis and communication of legislative and regulatory changes impacting the company and its clients and partners, and manages Paychex' relationships with various federal and state tax agencies on behalf of clients. Hallings represents Paychex in key industry consortiums to ensure the company is abreast of regulatory trends and developments. Hallings has been at Paychex for over 20 years, and has extensive experience on a broad range of payroll tax matters. Hallings holds an MBA from the Rochester Institute of Technology.

Michael Jackman - Jackman has extensive experience in taxation, tax administration and related information systems. He currently operates a small tax practice and serves as the coordinator for two Volunteer Income Tax Assistance (VITA) sites. Over a 22-year tenure as an IRS employee he held several compliance and information technology positions, culminating in serving in the IRS National Office as the Chief of Systems Development for the original Electronic Filing System. As a consultant, he provided expertise to the IRS in the development of numerous IRS information systems including Modernized E-File, and the Customer Account Data Engine (CADE). In addition, he owned and operated several Jackson Hewitt Tax Service franchises in Maryland, after which he founded Patriot’s Choice Tax Service in Gettysburg. Jackman is an Enrolled Agent and holds an MS in Taxation from the Deming School of Business at William Howard Taft University.

John Kreger - Kreger is Director of Product Management at Sovos, where he leads the team responsible for Sovos’ 1099, ACA, and Insurance Premium Tax reporting solutions. He has experience as a software developer, solution engineer and information systems manager.

Suzanne Kruger - Kruger currently serves as the Security Specialist for the Montana Department of Revenue and is responsible for the operational security posture for all department information systems. She has served on several committees for the Montana Information Security Advisory Council (MT-ISAC) since its inception in May 2015. MT-ISAC’s mission is to recommend an integrated interagency information security strategy to enhance the state information security posture. Kruger had more than 12 years of experience working with businesses, non-profits and individuals in the accounting, tax preparation and banking fields prior to obtaining a degree in Network Security along with one in Network Administration in 2007. She obtained her Certified Information Systems Security Professional (CISSP) credential in 2014.

Laura Macca - Macca is National Director of Business Transformation at EisnerAmper. Previously, Macca led tax process, policy, digital transformation and risk management  initiatives  as Chief of Staff at Bridgewater Associates LP. She is a certified public accountant and member of the American Institute of CPAs (AICPA).

Julie Magee - Magee is Director of Tax Regulatory Affairs at Credit Karma Tax, Inc. She is a founding participant in the Security Summit and the Identity Theft Tax Refund Fraud Information Sharing and Analysis Center. She serves on several Summit working groups. Magee was previously Commissioner of the Alabama Department of Revenue and held leadership roles at the Federation of Tax Administrators, the Multistate Tax Commission, and the Southeastern Association of Tax Administrators.

Ada Navarro - Navarro is Lead Examiner for the Fraud Unit of the Connecticut Department of Revenue Services, handling both civil and criminal tax fraud cases.
Navarro is co-project manager for Connecticut’s paid preparer legislation committee. Her memberships and associations include the Identity Theft Tax Refund Fraud Information Sharing Analysis Center, the Federation of Tax Administrators, the Suspicious Filer Exchange Program, the International Association of Financial Crimes Investigators and the National White Collar Crime Center.

Kathy Pickering, EA - Pickering is the executive director of The Tax Institute (TTI) and vice president of regulatory affairs for H&R Block. With over 20 years of experience in tax administration, Kathy is responsible for the strategic direction and management of a team of the nation’s top tax experts. As head of The Tax Institute, Ms. Pickering oversees a group of 23 credentialed tax experts, with deep knowledge of the industry and regular, direct interaction with tax professionals and taxpayers. This team provides four key functions: 1) providing expert research and analysis to frontline tax professionals and taxpayers, 2) tax law and policy analysis, 3) leading the identification, communication, and integration of tax changes across H&R Block’s operations, and 4) coordination and communication among the IRS, state and local agencies on issues affecting the tax industry. In her role as H&R Block’s vice president of regulatory affairs, she leads the relationship-management strategy with the IRS and state taxing agencies. Ms. Pickering is currently focusing on the IRS Security Summit, which brings together representatives from the IRS, state tax agencies, and private industry to work on collaborative solutions to combat stolen identity refund fraud schemes.

Phillip L. Poirier, Jr. - Poirier is a volunteer tax preparer in the IRS Volunteer Income Tax Assistance (VITA) program and is active in the Taxpayer Opportunity Network, which is managed by Prosperity Now and supports VITA programs at the national level. He is also a Senior Fellow with the Center for Social Development at Washington University in St. Louis. His consulting work with academia, non-profits and foundations focuses on investigating ways to better leverage the U.S. tax system to improve individual and family financial well-being in personal finance, credit, asset building and savings, as well on improving information security. His previous employment included working as an in-house lawyer and executive in the tax software industry with Intuit Inc. and practicing law in a private firm. Mr. Poirier served in the U.S. Navy and Naval Reserve for nearly three decades, retiring as a Captain. He holds a J.D. from the University of San Diego School of Law, and a bachelor’s degree in international affairs from the United States Naval Academy.

Lynnette T. Riley - Riley was appointed the Georgia State Revenue Commissioner in January 2015. Riley comes to the Department of Revenue most recently from the Georgia General Assembly, where she served four years in office as the House District 50 (Johns Creek) Representative. While in the General Assembly, she was a member of the Ways and Means, Natural Resources and Environment, Retirement and the Metropolitan Atlanta Rapid Transit Oversight committees, was the Fulton County House Delegation Chair and an administration Floor Leader. Commissioner Riley currently serves on the Board of Trustees of the Federation of Tax Administrators, the Southeast Association of Tax Administrators, and Senior Executive Board of the Identity Theft Tax Refund Fraud Information Sharing & Analysis Center.

Cynthia Rowley - Rowley is Assistant Commissioner at the Minnesota Department of Revenue, responsible for the Department’s Individual Income and Withholding Dvision, Property Tax Division and Tax Operations Division. Rowley was previously Director of Property Tax and Director of the Tax Operations Division. She is a member of the Federation of Tax Administrators.

Gene Salo - Salo has over 25 years of experience in the tax industry, initially in tax preparation and later in tax software development. Recently, Salo has turned his focus to identity theft and tax refund fraud. He is active with the IRS, state tax agencies and tax industry members in the Security Summit, where he is a co-lead for the Tax Professional Working Group. Salo also serves as the Vice Chairman of the Board of Directors of CERCA, an association of tax industry firms that supports electronic filing. Salo earned his MBA from the University of Michigan and has a dual BA in Accounting and Finance from Oakland University. He is a veteran of the US Air Force.

John Sapp - Sapp has served a key role at Drake Software for over 20 years, with roles ranging from Chief Financial Officer to Vice President of Drake’s Sales and Marketing divisions. Today he serves as the Vice President of Strategic Development, where his role is to help shape the future and growth of one of the largest professional tax software companies in the nation. As a CPA, he has considerable experience working in public accounting in technological and private industries. He holds a bachelor’s degree in Accounting from Oral Roberts University.

Joseph Sica - Sica, Chief Public Policy Officer for Green Dot/Tax Products Group, has been affiliated with tax time financial products and combating fraud in the tax system for the last 28 years. In the earliest days of e-filing, Mr. Sica worked with the IRS to develop and pilot refund loans as an incentive for people to file electronically. Prior to IRS having increased fraud detection capabilities, he started the Fraud Service Bureau in 1994 in which banks in the tax loan industry electronically exchanged data to identify fraud and shared results with the IRS. Years ago, Mr. Sica changed his primary focus in the tax industry from technology to related policy affairs and assisted in coordination of dialog between the industry and the IRS. As such, he is a co-founding board member and past chair of the Council for Electronic Revenue Communications Advancement (CERCA). Mr. Sica is also a co-founder member and past vice-chair of the American Coalition for Taxpayer Rights (ACTR), a tax industry policy group seeking to preserve taxpayer choices. Recently, he has worked with industry, state revenue departments and the IRS in connection with establishing the IRS Security Summit taking co-lead roles in the Information Sharing and the Financial Services work groups. Mr. Sica completed Executive Development work at The Wharton School in 1996.

Mark Steber - Steber, Chief Tax Officer with Jackson Hewitt Tax Service, is responsible for several key initiatives to support overall tax service delivery and quality assurance. Mr. Steber serves as a Jackson Hewitt liaison with the Internal Revenue Service, States, other government authorities, Walmart, other retail entities, and banking partners. With over 30 years of tax experience, Mr. Steber is widely referenced as an expert on consumer income tax issues and especially electronic tax and data protection issues. Mr. Steber has been an active participant in the IRS Security Summit Initiative since the founding of the effort in early 2015. He has been involved with all the work groups including the Information Sharing Group, Authentication Work Group and Strategic Threat Assessment and Response (STARS) group and subsequent new groups including the Tax Pro Subgroup of the Security Summit. Mr. Steber is active with various industry groups, including ACTR and CERCA, and has worked directly with leadership members in many instances. In prior years, he served on the IRS Electronic Tax Administration Advisory Committee and was Chairman in 2012. Prior to joining Jackson Hewitt, he was a tax partner with Ernst and Young LLP.

Matthew Vickers - Vickers is General Product Manager for U.S.-based Xero Inc. and its publicly-listed New Zealand-based parent company Xero Limited. Xero offers online accounting and tax-filing software to small businesses.