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

 

Dmitri Alexeev – Alexeev is a Tax Partner at BPM LLP and has worked with private and public companies in the financial services, life science and technology industries for over two decades. Along with his tax advisory and compliance experience, Alexeev co-leads BPM's Blockchain and Digital Assets practice and is the Chair of the Accounting Blockchain Coalition's Taxation Working Group.

Jared Ballew – Ballew is Government & Industry Liaison at Drake Software, where he has developed his tax industry experience over 17 years. He is actively engaged in the Security Summit and Council for Electronic Revenue Communications Advancement (CERCA). Ballew currently serves as the Vice President for the National Association of Computerized Tax Processors (NACTP), working to promote standardization and simplification between government tax agencies and the tax processing industry. He holds a Master of Business Administration from East Carolina University.

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.

Eric Inkrott – Inkrott is Tax Risk Officer at Green Dot, where his key role is combatting stolen identity tax refund fraud. Inkrott is engaged with the IRS Security Summit and partners with the IRS, state departments of revenue and the tax industry to develop new tools and strategies against identity theft and refund fraud. He is a member of the Senior Executive Board of the Identity Theft Tax Refund Fraud Information Sharing and Analysis Center (IDTTRF ISAC).

Courtney Kay-Decker – Kay-Decker is of counsel at Lane & Waterman LLP. She served as Director of the Iowa Department of Revenue from 2011 until 2019. In January 2020, Kay-Decker became a VITA site coordinator. She has previously served as state co-chair of the Identity Theft Tax Refund Fraud Information Sharing and Analysis Center (IDTTRF ISAC). Kay-Decker received her Bachelor of Arts in Economics from Northwestern University. She holds a Doctor of Jurisprudence with distinction from the University of Iowa College of Law. She served as a member of the quasi-judicial Iowa State Board of Tax Review from 2000-2007; and was Chair of the Board from 2003-2007.

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.

Carlos Lopez – Lopez is founder and President of Lopez Tax Service and the Latino Tax Professionals Association located in Salinas, California. He holds a Bachelor of Arts from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Andersen School of Management. He has completed the Stanford Latino Entrepreneur Initiative from the Stanford Graduate School of Business. He has been active in tax preparation and representation before the IRS for more than 36 years. Lopez has been a lecturer and presenter for the IRS Nationwide Tax Forums.

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.

Sherice McCarthy-Hill – McCarthy-Hill is Director of Payroll at Dartmouth College in Hanover, N.H. She manages a payroll department of four payroll professionals and compensates approximately 10,000 faculty, staff and students. She holds a Master of Business Administration in Systems Management from Baldwin Wallace College, a Bachelor of Arts in Accounting with a Minor in Information Systems from Notre Dame College. Also, she holds a Human Resources Professional Development Certificate. McCarthy-Hill belongs to the American Payroll Association, Society of Human Resource Management and Higher Education User Group.

Kimberly Pederzani – Pederzani is Compliance Manager for the Employee Cloud business unit at Toast, Inc. and serves on several subcommittees for the American Payroll Association. She holds a law degree from Florida Coastal School of Law, a bachelor's degree in Legal Studies with certifications in Criminal Profiling and Women's Studies from the University of Central Florida. She has received numerous awards for public speaking, assistance with non-profit organizations and for providing pro bono services to underprivileged individuals.

Andrew Phillips – Phillips is Director, Agency & Industry Relations and Tax Law & Policy Analysis, at The Tax Institute at H&R Block. Phillips is active in the Security Summit and the Identity Theft Tax Refund Fraud Information Sharing and Analysis Center (IDTTRF ISAC), serving as an industry co-lead on the Authentication Working Group and as a member of the ISAC Metrics Committee. Phillips is also active in tax industry associations, serving as a co-lead of the CERCA Legislative Implementation Working group, which focuses on integrating tax law changes across the entire tax ecosystem. In his personal time, Phillips serves on the Avila University Alumni Association Board.

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 Division, 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.

Timur Taluy – Taluy is CEO and co-owner of FileYourTaxes.com. Taluy is currently on the Board and a member of the Executive Committee of the Board of the Council for Electronic Revenue Communications Advancement (CERCA) and is co-chair of the Strategic Threat Assessment and Response (STAR) workgroup within the IRS Security Summit. He holds a Bachelor of Science in Electrical Engineering from USC.

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.

Lindsey West – West is a former aerospace and Navy F/A-18 flight test engineer who founded Track1099.com 10 years ago. She works on the development of 1099-MISC e-filing options for the public. West received her doctorate in Aeronautics and Astronautics from Stanford University.