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.

Peter Barca Barca is Secretary of the Wisconsin Department of Revenue and an active member and officer of the Federation of Tax Administrators Board of Trustees. Barca has served in the Wisconsin State Assembly, the United States House of Representatives and the United States Small Business Administration. He was also a business owner and President of Aurora Associates International.

Vernon Barnett Barnett began his service as Commissioner of the Alabama Department of Revenue in May 2017. He has worked in state government for 25 years and served as a Deputy Solicitor General, Legal Advisor to the Governor, Deputy Commissioner of the Department of Corrections and Executive Counsel of the Department of Environmental Management. Barnett is current Chair of the Multistate Tax Commission and a member of the Federation of Tax Administrators Board of Trustees.

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.

Mark Godfrey Prior to joining Ernst & Young's Digital Tax Administration - Government Services practice, Godfrey served as Taxation Division Director at the Missouri Department of Revenue. During that time, the Taxation Division team implemented an integrated tax system and underwent a reorganization to capitalize on processing efficiencies. Godfrey is an attorney and a certified public accountant.

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.

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).

Jihan Jude Jude is an attorney and counselor at law with the Davey Law Group in Maitland, Fla. She previously worked with ComplyRight, where she focused on business employment tax compliance, information return reporting requirements from the IRS and Social Security Administration and labor law legal issues. Jude also reviewed company guidance for business clients who used ComplyRight's tax solutions (paper and electronic filing of tax and information returns and proprietary tax filing software).

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.

Jonathan Lunardini Lunardini is Section Manager of the California Franchise Tax Board's (FTB) Identity Theft/Fraud Program. He has been a member of the Security Summit since its inception in 2015, and has participated in its Information Sharing, Authentication and Financial Services working groups. Lunardini engages with the ISAC as a participating member of the metrics sub-team and also participates in the National Automated Clearinghouse Association and the National Association of Computerized Tax Processors. In his role with the FTB, Lunardini has partnered with the IRS, other states and industry partners on nationwide anti-fraud efforts.

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 Tax Regulatory Affairs Lead at Cash App Taxes, 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.

James Paille – Paille works for Thomson Reuters and has over 40 years of experience in the payroll industry, including front line, treasury and management experience. Paille is a member of the board of directors of the American Payroll Association and the Independent Payroll Providers Association. He is also an active member of the National Automated Clearinghouse Association, National Association of Computerized Tax Processors and the IRS Reporting Agents Forum.

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.

Terri Steenblock Steenblock is Compliance Director at the Federation of Tax Administrators. She supports state revenue agencies across the United States by providing compliance outreach, education and support to tax administrators focused on audit, collections, criminal investigations, fraud and electronic filing. Prior to working at FTA, she spent 15 years at the Minnesota Department of Revenue where she held various roles including serving as an Assistant Commissioner.

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.

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