Our Tax Seminar InstructorsAll Back to Basics Income Tax Seminars® instructors are experienced, engaging and tax professionals like you. We offer practical advice designed to help you in your everyday practice. If you attend our tax seminars, small business tax workshops, or online tax webinars, you will leave satisfied. Each instructor follows our tax course materials, which are expertly written, keep you informed, and provide excellent reference materials. James S. Hockenberry, EA Thomas G. Zoeller, Ph.D., MST, CFP, EA Jaye E. Tritz, EA, CFP®, ChFC® Mark Danielski, CPA Anthony N. Nazarowski, EA James Vanden Branden, CPA Suanne M. Cain, CPA Nellie T. Williams, EA
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Jim has over 20 years experience in income tax and financial planning. He is an Enrolled Agent and holds a Bachelor’s Degree in Business Administration from The University of Wisconsin – Eau Claire. He has worked as a tax researcher / technical writer and has served as an instructor for several tax and financial organizations. Jim has a series 6, 63, 7, 24, and 65 investment license, and has written several texts regarding income tax, estate tax and financial planning matters.
Tom is an Enrolled Agent, Certified Financial Planner (CFP®) and holds a Doctor of Philosophy in Taxation, a Master's Degree in Taxation, and a Bachelor’s Degree in Business Administration. Tom has over 27 years experience in income tax, business consulting and financial planning. Tom is also a past adjunct faculty member for The College for Financial Planning where he instructed both the Income Tax Planning and Estate Planning sections. Tom has served on several boards for The Certified Financial Planner writing exam questions that have appeared on the comprehensive final exam and served on the CFP® ethics board.
Jaye holds a B.A. degree from Northwestern University, and is currently a multi-unit franchise owner with H&R Block in the southeast Wisconsin area. She has been preparing taxes since 1992, having earned her Enrolled Agent (EA) designation in 1997. Jaye is also a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®) and is registered with the NASD, holding Series 6, 7, and 63 securities licenses and a Wisconsin insurance license. Jaye's practice provides tax preparation, representation, and financial planning for approximately 3,500 clients.
Mark has over twenty five years of accounting experience, including running his own firm for the past sixteen years. Mark's firm works primarily with small businesses and individual clients. He holds degrees in accounting and theatre from the University of Wisconsin - Whitewater. He has worked in industry for a couple of years, but his focus has been mainly in public accounting.
Anthony has been involved in tax preparation and instruction for 30 years. He is an Enrolled Agent and has an Associate Degree from the Chicago City Colleges. Anthony was Director of Premium Tax Services, north side of the City of Chicago, with H&R Block and for over 20 years. Anthony is currently with James Hamlin & Co., P.C. in Illinois where he prepares individual tax returns. For the last 13 years, he has been the resident tax professional for the Chicago television station WGN, during the morning news, and has also appeared as an income tax advisor on WMAQ television and WBBM radio in Chicago.
Jim has more than two decades of relevant tax and business experience. Jim is the owner/manager of a CPA firm which specializes in income tax preparation and planning. He started his tax career in the Milwaukee, Wisconsin tax department of one of the premier international accounting firms in 1986. He also worked for a regional CPA firm in Appleton, Wisconsin and has experience in financial planning, investments, group benefits and insurance, and retirement plans. Previously, Jim worked for the National Association of Tax Professionals (NATP) at their Appleton, Wisconsin headquarters. Jim earned a Bachelor’s Degree in accounting from University of Wisconsin – Green Bay and a Master of Accounting Science degree from Marquette University..
Suzie has over 15 years of experience in income tax and financial planning. She earned her Certified Public Accounting license in 1995 and holds a Bachelor's degree in Business Administration - Major in Accounting, from University of Wisconsin - Green Bay. She has owned and operated Cain Accounting, LLC, for the past 11 years. Suzie's emphasis is in servicing small business and individual clients. She focuses on truly servicing the individual needs of her clients. Suzie also has a series 6 and 63 investments license and Wisconsin insurance license, providing her clients with both tax and financial planning services.
Nellie is an Enrolled Agent with over 30 years' experience. She is a former IRS Tax Audit Supervisor and a frequent lecturer on individual income tax. Nellie is past-president of both the Arizona Society and Central Arizona Chapter of Enrolled Agents. She is a Graduate Fellow of the National Association of Enrolled Agents' National Tax Practice Institute. Nellie is a founding member of the Arizona Chapter of the National Association of Tax Professionals. She is very proud to have been a charter member of the Board of Directors for the Arizona Forum for Improvement of Taxation (AFIT). Ms. Williams was honored by the IRS when chosen Arizona's 1999 Exemplary Electronic Return Originator.