NATP Company
Industry: Company
DescriptionThe National Association of Tax Professionals provides support, education, products, and research services to United States tax professionals. Members of the National Association of Tax Professionals work at offices that assist over 11 million tax payers with tax preparation and planning.
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NATP Employees
Employee
Years
Job
Industry
Kelly Lent-Paul Kelly Lent-Paul's NATP Experience October 2012 - Present
Job CFP(R), EA, MBA, ChFC
Industry Financial Services
Experience
HD Vest Advisory ServicesSM December 1997 - Present
NATP October 2012 - Present
Fox Financial January 1994 - Present
Skills
Retirement Income..., Public Speaking, Teaching, Personal Income Taxation, Clergy Taxation, Estate and Trust..., Net Unrealized..., Employer Stock...
Education
Cornell University 1983 — 1987
BS, Consumer Economics
Saint Bonaventure University 1996 — 1997
MBA, Finance and Accounting
HD Vest Advisory ServicesSM December 1997 - Present
NATP October 2012 - Present
Fox Financial January 1994 - Present
Skills
Retirement Income..., Public Speaking, Teaching, Personal Income Taxation, Clergy Taxation, Estate and Trust..., Net Unrealized..., Employer Stock...
Education
Cornell University 1983 — 1987
BS, Consumer Economics
Saint Bonaventure University 1996 — 1997
MBA, Finance and Accounting
RONALD DOCHTER RONALD DOCHTER's NATP Experience April 2012 - Present
Job 2011President of Md/De/Dc chapter at NATP
Industry Accounting
Experience
www.AccountingBusinessService.com April 2012 - Present
NATP April 2012 - Present
Skills
Budgets, Leadership, Strategic Planning
Education
The Johns Hopkins University 1950 — 1963
B S, Industrail Engineering Accounting Education
www.AccountingBusinessService.com April 2012 - Present
NATP April 2012 - Present
Skills
Budgets, Leadership, Strategic Planning
Education
The Johns Hopkins University 1950 — 1963
B S, Industrail Engineering Accounting Education
Alan Bernstein Alan Bernstein's NATP Experience August 2009 - Present
Job Member at NATP
Industry Financial Services
Experience
American Portfolios March 2011 - Present
G.R.O.W January 2010 - Present
NATP August 2009 - Present
Sound Coaching Inc June 2009 - Present
Connecticut Institute of Finance October 2004 - Present
Connecticut Institute of Finance October 2004 - Present
iPEC Coaching 2009 - 2009
Pinnacle Taxx 2001 - 2004
Skills
Retirement Planning, Coaching, Small Business, Training, Finance, New Business Development, Wealth Management, Retirement, Strategic Financial..., Investments, Fixed Annuities, Mutual Funds, Series 7, Series 63, 401k, Investment Advisory, Business Planning, Equities, Tax, Portfolio Management, Asset Management, Financial Analysis, Financial Planners, Succession Planning, Financial Services, Estate Planning, Risk Management, Investment Strategies, Investment Management, Networking, Life Insurance, Securities, Asset Allocation, Wealth Management..., Fixed Income, Long-term Care, Insurance
Education
State University of New York College at Brockport 1974 — 1979
BA, Business
William Cullen Bryant High School 1970 — 1974
PS 69 1964 — 1970
American Portfolios March 2011 - Present
G.R.O.W January 2010 - Present
NATP August 2009 - Present
Sound Coaching Inc June 2009 - Present
Connecticut Institute of Finance October 2004 - Present
Connecticut Institute of Finance October 2004 - Present
iPEC Coaching 2009 - 2009
Pinnacle Taxx 2001 - 2004
Skills
Retirement Planning, Coaching, Small Business, Training, Finance, New Business Development, Wealth Management, Retirement, Strategic Financial..., Investments, Fixed Annuities, Mutual Funds, Series 7, Series 63, 401k, Investment Advisory, Business Planning, Equities, Tax, Portfolio Management, Asset Management, Financial Analysis, Financial Planners, Succession Planning, Financial Services, Estate Planning, Risk Management, Investment Strategies, Investment Management, Networking, Life Insurance, Securities, Asset Allocation, Wealth Management..., Fixed Income, Long-term Care, Insurance
Education
State University of New York College at Brockport 1974 — 1979
BA, Business
William Cullen Bryant High School 1970 — 1974
PS 69 1964 — 1970
Brad Droste Brad Droste's NATP Experience 2012 - 2013
Job Tax Accountant
Industry Accounting
Experience
Droste Tax & Accounting, Inc. August 2014 - Present
Droste Tax & Accounting, Inc. August 2014 - Present
NATP 2012 - 2013
Skills
Tax Preparation, Tax..., Working with clients..., Possess strong..., Tax Returns, Tax, Accounting, Time Management, Small Business, Tax Research, Income Tax, Tax Accounting, Corporate Tax, Tax Preparation, Auditing, Bookkeeping, Sales Tax, QuickBooks, Financial Reporting
Education
Madison Area Technical College 1995 — 1998
2 Associate Degrees, Accounting and Business/Management
Droste Tax & Accounting, Inc. August 2014 - Present
Droste Tax & Accounting, Inc. August 2014 - Present
NATP 2012 - 2013
Skills
Tax Preparation, Tax..., Working with clients..., Possess strong..., Tax Returns, Tax, Accounting, Time Management, Small Business, Tax Research, Income Tax, Tax Accounting, Corporate Tax, Tax Preparation, Auditing, Bookkeeping, Sales Tax, QuickBooks, Financial Reporting
Education
Madison Area Technical College 1995 — 1998
2 Associate Degrees, Accounting and Business/Management
Cindy Van Beckum Cindy Van Beckum's NATP Experience Publications EditorThe National Association of Tax Professionals1993 - Present
Job Publications Editor at NATP
Industry Publishing
Experience
NATP Publications EditorThe National Association of Tax Professionals1993 - Present
Education
Carroll College 1981 — 1985
BA, Communications and Art
NATP Publications EditorThe National Association of Tax Professionals1993 - Present
Education
Carroll College 1981 — 1985
BA, Communications and Art
Kevin Huston, EA, USTCP, MBA, ChFC, CLU Kevin Huston, EA, USTCP, MBA, ChFC, CLU's NATP Experience 1998 - 2007
Job Admitted to practice United States Tax Court
Industry Accounting
Experience
United States Tax Court Practitioner 2013 - Present
Independent Tax Instructor 2007 - Present
Blue Ridge Tax Advisors Inc 2003 - Present
HD Vest 1993 - Present
North Carolina Society of Enrolled Agents 2009 - 2013
NATP 1998 - 2007
Summit Financial Solutions 1988 - 2003
Marcoin Business Services 1987 - 1988
Skills
Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, Engaging Public Speaker, Continuing Education, Tax Problem Resolution, Tax Court Representation, Financial Planners, Estate Planning, Finance, Financial Advisory, Retirement Planning, Trusts, Tax Accounting, Retirement
Education
The American College 2001 — 2002
CLU, Insurance
The American College 1999 — 2002
ChFC, Financial Planning and Services
National Tax Practice Institute 1993 — 1996
Graduate Fellow, Taxpayer Representation
Washington Institute for Graduate Studies 1992 — 1995
Graduate study in Taxation
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
Master of Business Administration (MBA), International Business
Oakland University 1979 — 1983
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Alabama 1981 — 1982
Business Administration and Management, General
United States Tax Court Practitioner 2013 - Present
Independent Tax Instructor 2007 - Present
Blue Ridge Tax Advisors Inc 2003 - Present
HD Vest 1993 - Present
North Carolina Society of Enrolled Agents 2009 - 2013
NATP 1998 - 2007
Summit Financial Solutions 1988 - 2003
Marcoin Business Services 1987 - 1988
Skills
Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, Engaging Public Speaker, Continuing Education, Tax Problem Resolution, Tax Court Representation, Financial Planners, Estate Planning, Finance, Financial Advisory, Retirement Planning, Trusts, Tax Accounting, Retirement
Education
The American College 2001 — 2002
CLU, Insurance
The American College 1999 — 2002
ChFC, Financial Planning and Services
National Tax Practice Institute 1993 — 1996
Graduate Fellow, Taxpayer Representation
Washington Institute for Graduate Studies 1992 — 1995
Graduate study in Taxation
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
Master of Business Administration (MBA), International Business
Oakland University 1979 — 1983
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Alabama 1981 — 1982
Business Administration and Management, General
Mark Goetz, CFP®, ChFC, CLU, EA's NATP Experience 2013 - 2013
Job Personal FeeOnly Financial Planner
Industry Financial Services
Experience
A Narrow Road, LLC March 2007 - Present
NATP 2013 - 2013
Hantz Group January 2005 - November 2006
Hantz Group January 1998 - December 2004
American Express Financial Adivsors May 1993 - October 1997
Skills
Retirement Planning, Personal Tax Planning, Financial Planners, Estate Planning, Strategic Financial..., Asset Allocation, Investments, Tax, Retirement, Insurance, Securities, Income Tax, Risk Management, Employee Benefits, Life Insurance, Finance
Education
Chapman University 1991 — 1995
M.S., Human Resource Management Systems
Michigan Technological University 1982 — 1986
B.S., Forestry
A Narrow Road, LLC March 2007 - Present
NATP 2013 - 2013
Hantz Group January 2005 - November 2006
Hantz Group January 1998 - December 2004
American Express Financial Adivsors May 1993 - October 1997
Skills
Retirement Planning, Personal Tax Planning, Financial Planners, Estate Planning, Strategic Financial..., Asset Allocation, Investments, Tax, Retirement, Insurance, Securities, Income Tax, Risk Management, Employee Benefits, Life Insurance, Finance
Education
Chapman University 1991 — 1995
M.S., Human Resource Management Systems
Michigan Technological University 1982 — 1986
B.S., Forestry
Richard Ganong MBA EA's NATP Experience 2009 - 2011
Job National Association of Tax Professionals
Industry Accounting
Experience
National Association of Tax Professionals January 2013 - Present
Tax World Inc January 2000 - Present
Tax World, Inc. 1980 - Present
NATP 2009 - 2011
York County Community College September 1995 - December 2005
YCCC 1995 - 2005
Skills
Tax, Accounting, Payroll, Small Business, Quickbooks, Bookkeeping, Income Tax, Tax Preparation, Corporate Tax, Reconciliation, Tax Returns, Tax Compliance, Payroll Taxes, Estate Planning, Individual Taxation, Tax Accounting, Tax Advisory, Tax Audits, QuickBooks, IRS, Tax Research, Partnership Taxation, Tax Law, CPA, Auditing, Account Reconciliation
Education
Nasson College 1985 — 1986
MBA
Husson College 1983 — 1984
BS, Public Accounting
National Association of Tax Professionals January 2013 - Present
Tax World Inc January 2000 - Present
Tax World, Inc. 1980 - Present
NATP 2009 - 2011
York County Community College September 1995 - December 2005
YCCC 1995 - 2005
Skills
Tax, Accounting, Payroll, Small Business, Quickbooks, Bookkeeping, Income Tax, Tax Preparation, Corporate Tax, Reconciliation, Tax Returns, Tax Compliance, Payroll Taxes, Estate Planning, Individual Taxation, Tax Accounting, Tax Advisory, Tax Audits, QuickBooks, IRS, Tax Research, Partnership Taxation, Tax Law, CPA, Auditing, Account Reconciliation
Education
Nasson College 1985 — 1986
MBA
Husson College 1983 — 1984
BS, Public Accounting
Walter Matisewski's NATP Experience 2013 - 2014
Job Owner, Walter J Matisewski CPA
Industry Accounting
Experience
Walter J Matisewski CPA January 1985 - Present
NATP 2013 - 2014
Walter J Matisewski CPA January 1985 - August 2011
Skills
Tax Returns, Income Tax, Small Business, Accounting, Payroll, IRS, Partnership Taxation, Corporate Tax, Financial Reporting, Tax Preparation, Financial Accounting, General Ledger, Customer Service, Tax, Tax Accounting, Payroll Taxes, Auditing, CPA, QuickBooks, Bookkeeping, Strategic Financial..., Tax Advisory, Real Estate, Financial Analysis
Education
Bryant College 1978 — 1982
BS, Accounting
Walter J Matisewski CPA January 1985 - Present
NATP 2013 - 2014
Walter J Matisewski CPA January 1985 - August 2011
Skills
Tax Returns, Income Tax, Small Business, Accounting, Payroll, IRS, Partnership Taxation, Corporate Tax, Financial Reporting, Tax Preparation, Financial Accounting, General Ledger, Customer Service, Tax, Tax Accounting, Payroll Taxes, Auditing, CPA, QuickBooks, Bookkeeping, Strategic Financial..., Tax Advisory, Real Estate, Financial Analysis
Education
Bryant College 1978 — 1982
BS, Accounting
Lois Valence's NATP Experience January 1981 - August 1997
Job Tax Advisor at Quality Tax Service
Industry Accounting
Experience
Quality Tax Service January 1984 - Present
NATP January 1981 - August 1997
H&R Block September 1981 - April 1984
Skills
Communication, Teachers, Organizational..., Data Center, PowerPoint, Publishing, Coordination
Education
Marian College
Neenah High School
Quality Tax Service January 1984 - Present
NATP January 1981 - August 1997
H&R Block September 1981 - April 1984
Skills
Communication, Teachers, Organizational..., Data Center, PowerPoint, Publishing, Coordination
Education
Marian College
Neenah High School
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