Biographies of the Electronic Tax Administration Advisory Committee (ETAAC) Members
John Ams - Mr. Ams is the Executive Vice President and Chief Operating Officer of the National Society of Accountants in Alexandria, VA. He has over 40 years of experience in the federal tax arena with expertise providing legislative and regulatory representation in accounting and federal tax matters to a variety of constituencies including individuals, non-profit organizations, and corporations. At NSA, a professional society whose members practice in the areas of accounting and taxation, he is responsible for all operations and provides information, education and guidance to his membership regarding tax legislation, tax and accounting regulations, and administrative concerns. He has presented testimony to IRS and Congress on numerous occasions and served as a member of the IRS Advisory Council from 2012-14, where he was the 2014 chair of the Professional Responsibility Subgroup. Mr. Ams is a Certified Association Executive, a member of the D.C Bar Association, and a member of Phi Beta Kappa. He holds a J.D. from the Georgetown University Law Center and a BA, magna cum laude, from Michigan State University, East Lansing, MI.
Robert Barr - Mr. Barr began working with Accenture six years ago (in a now integrated acquisition) after compiling a thirty-one year career in progressively responsible technology sales, marketing and delivery roles. During his first career, Bob had the great fortune to lead several highly successful U.S. based B2B and B2C digital businesses for organizations in consumer software, media and entertainment, manufacturing, financial services and both federal (IRS) and state (SC Department of Revenue) government. Today, as a Global Managing Director, Bob is responsible for assuring Accenture is positioned to provide industry leading digital transformation and operational support to global enterprises across all customer segments. Academically, Bob earned his B.S. from the University of South Carolina (Magna Cum Laude, Phi Beta Kappa), his M.B.A. from The Wharton School at the University of Pennsylvania and attended the Advanced Management Program at Harvard Business School.
Shannon Bond - Ms. Bonds association with the tax industry started in 2001 with an entrepreneurial franchise company in Jacksonville, Florida. Over the course of the past 15 years she has engaged with hundreds of tax professionals, assisted new preparers in setting up their first tax office, worked with growing firms to establish best practices around compliance and workflow, and convened customer advisory boards to understand how their software can assist them in serving their clients. She has had the opportunity to work with professionals across the industry ranging from individual owners, multi-office operators, VITA locations, franchise systems and larger CPA firms to understand the needs of their business and the client’s they support. She is a board member of CERCA, past secretary of ACTR and co-lead of the Tax Professional Working Group for the Security Summit.
John Breyault - Mr. Breyault joined the National Consumers League in September 2008. Breyault’s focus at NCL is on advocating for stronger consumer protections before Congress and federal agencies on issues related to telecommunications, fraud, technology, and other consumer concerns. In addition, Breyault manages NCL’s Fraud Center and coordinates the Alliance Against Fraud coalition. John is also Research Director for the Telecommunications Research and Action Center (TRAC), a project of NCL. In his role with TRAC, Breyault advocates on behalf of residential consumers of wireline, wireless, VoIP, and other IP-enabled communications services. Prior to coming to NCL, Breyault spent five years as director of research at Amplify Public Affairs, where he helped launch the firm’s Web 2.0-based public affairs practice and focused on producing actionable public policy research. Breyault was a member of the FCC’s Consumer Advisory Committee from 2005 to 2007 and served on the Board of the Arlington-Alexandria Coalition for the Homeless. He is a graduate of George Mason University, where he received a bachelor’s degree in International Relations.
Angela Camp - Ms. Camp has 20 years of experience in the tax industry. Camp has worked for IRS, where she spent time managing relationships and working issues for individual and small business taxpayers, as well as payroll providers. She worked with the electronic tax administration, where she was responsible for managing IRS relationships with software industry partners, States, and the Federation of Tax Administrators and ETAAC to advance electronic filing for businesses and individuals, Free File, and Federal/State electronic initiatives. Camp joined Intuit five years ago to pursue an opportunity in which her focus is to drive tax administration and policy from the point of view of a software provider. Over the past year and a half, Camp has been the key point of contact for Intuit within the IRS Security Summit and working both internally and externally on implementation of the Summit working group initiatives. Camp is also a board member for the NACTP.
John Craig - Mr. Craig is a non-profit consultant specializing in strategy and technical support for Volunteer Income Tax Assistance (VITA) programs. He has more than 15 years of experience in managing and advising on VITA programs across the nation, with diverse expertise in service delivery, consumer advocacy, and use of tax credits to build financial stability among low-income taxpayers. He has worked extensively with the IRS, corporations, and non-profits on electronic filing implementation and improvement. In 2014, he led the Corporation for Enterprise Development’s successful launch of the Taxpayer Opportunity Network, a more than 800-member coalition that promotes delivery of free high quality tax services, protects rights, and promotes financial empowerment of low-income taxpayers. Mr. Craig was also instrumental to the creation of TON’s predecessor, the National Community Tax Coalition and served on its steering committee from 2001-2006. He has managed high-volume VITA tax service programs at the Chicago-based Center for Economic Progress and at Community Tax Aid in the Washington D.C. area, generating more than 100,000 tax returns during his tenure. Mr. Craig holds a B.A. from Earlham College and an M.A. from the Earlham School of Religion, graduating with honors.
Jacob Dubreuil - Mr. Dubreuil is a Consulting Manager for Revenue Solutions, Inc. Mr. Dubreuil has worked with several tax and revenue agencies over the last 10 years in implementing modernized Integrated Tax Systems (ITS), Modernized E-file (MeF), non-filer compliance campaigns, refund fraud detection and streamlining processes for efficiency. For the last 7 years, Mr. Dubreuil has provided technical analyst support to the Federation of Tax Administrators E-Standards Group under contract with the FTA. This group is responsible for guiding States on the MeF platform using best practices and schema standards set forth by the States, IRS and Industry.
Thomas Lorek - Mr. Lorek is the Deputy Chief Information Officer at the Indiana Department of Revenue. Mr. Lorek, in his ninth year with the Department, is responsible for the day to day operations of the IT department covering application development, production support, and data warehousing. He was the solution architect for the Department's individual income tax fraud program, which launched in 2014, and has to date stopped over $100 million in fraudulent refund requests from being distributed. He holds a Bachelor of Science degree from Loras College in Dubuque, IA, and an MBA from Anderson University in Anderson, IN.
Julie Magee - Ms. Magee was appointed Alabama Revenue Commissioner by Gov. Robert Bentley in January 2011, overseeing the collection of $9.8 billion in revenue annually. During her tenure as Commissioner, Magee has had the distinction of serving in leadership roles in the Federation of Tax Administrators, the Multistate Tax Commission, and the Southeastern Association of Tax Administrators. Magee's service to taxpayers and the business community also includes her work with several significant commissions, task forces, and advisory councils, and she provided expert testimony to the U.S. House Judiciary Committee's Subcommittee on Regulatory Reform, Commercial and Antitrust Law in June 2015. She is also an active participant on the Authentication and the Financial Services workgroups that are part of the IRS Security Summit, working with the IRS and industry partners to prevent ID theft and tax fraud. As head of the Department of Revenue, Magee serves on the Governor’s Emergency Relief Fund, helping families and individuals across the state recover from devastating storms. Prior to her appointment as revenue commissioner, Magee was vice president of the Mobile-based InsTrust Insurance Group. Her 20-year career in the business community focused largely on competitive sales and market expansion in the insurance industry.
Kathy Pickering - Ms. Pickering is the executive director of The Tax Institute (TTI) and vice president of regulatory affairs for H&R Block. With almost 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, Kathy 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 corporate structure, 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, Kathy leads the relationship-management strategy with the IRS and state taxing agencies. Kathy 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 Poirier - Mr. Poirier is a Volunteer and Consultant with the Center for Enterprise Development (CFED). He is also Senior Fellow at the Center for Social Development at Washington University in St. Louis. His work 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. He is also a volunteer tax preparer in the IRS Volunteer Income Tax Assistance (VITA) program. He previously served as a Vice President at Intuit Inc., where his responsibilities included policy development and public private partnerships, and as acting general counsel for the company. Mr. Poirier also served in the U.S. Navy and Naval Reserve for nearly three decades, retiring as a captain, and was former chair of the IRS Electronic Tax Administration Advisory Committee (ETAAC), a congressionally mandated IRS advisory board. 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.
John Sapp - Mr. Sapp has served a key role at Drake Software since 1995, with roles ranging from Chief Financial Officer to Vice President of Drake’s Sales, Marketing, and Education 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, and he has been a Certified Public Accountant since 1987.
Deborah Sawyer - Ms. Sawyer’s background includes 15 years in the banking industry as a Personal Trust Administrator, and 19 years as a Tax Advisor for H&R Block. She currently runs two businesses which include Your Tech Girl, which specializes in computer repair and security, and Your Tax Girl, a tax preparation service.
Joseph Sica - Mr. 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 working groups. Mr. Sica completed Executive Development work at The Wharton School in 1996.
Mark Steber - Mr. 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 working groups including the Information Sharing Group, Authentication Working 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.
Atilla Taluy - Mr. Taluy founded FileYourTaxes.com in 1995 as the original cloud based tax software provider to individuals and subsequently, to the tax professionals. In addition to his duties with FileYourTaxes.com, Atilla contributes as an architect of policy and technology for the electronic tax industry. He has been and is an active participant in the current Security Summit process and is an active member of CERCA, FS-ISAC, NACTP, OASIS, and other industry and government committees. He served as a director of CERCA, and a charter member of the Executive Committee of the Free File Alliance, Inc. Atilla, simultaneously obtained Bachelor of Science degrees in Mechanical and Electrical Engineering and performed his Masters work at Oklahoma State University.
Doreen Warren - Ms. Warren is the Idaho State Tax Commission’s Public Information Director, in charge of the newly formed Taxpayer Resources Unit. She began her career at the Tax Commission in 1990, and joined Revenue Operations in 1996 as the motor fuels subject matter expert and project coordinator for many division projects including the implementation of the state’s Modernized e-Filing program in conjunction with the IRS. Doreen was hired as the Revenue Operations administrator in 2008. She started her position as the Public Information Director in July, 2016. In addition to her duties for the Tax Commission, she currently represents state interests on a number of IRS Security Summit fraud working groups. Doreen’s education includes an associate degree in computer science, bachelor’s degree in business, and a master’s degree in business administration.