The Wisconsin Society of Enrolled Agents Advantage
Welcome to the Wisconsin Society of Enrolled Agents! We are excited that you have joined NAEA and WSEA, the only organization that specifically addresses the needs of Enrolled Agents. As a member, take advantage of the great benefits offered through state and national to improve your skills and business including:
- Top Quality Education
- Access to Networking
- Monthly Newsletter
- EA Journal
- Directory Listings
- Exclusive “Members-Only” Section of Website (NAEA)
- Savings on a WideRange of Discounts for Education, Products & Services
- Regular Meetings that Qualify for CE Credits
- Annual Tax Update Seminars
- Closed WSEA Facebook group for networking or questions
These benefits just scratch the surface. Joining WSEA aligns you with seasoned tax professionals who are here to help by providing answers to your questions, and support you through the challenging tax season. WSEA works hard to keep members up-to-date with new tax law changes. Begin growing your business today with this wide range of tools at your fingertips.
Active members help the organization grow by sharing their talents and ideas, and we invite your participation in Wisconsin with multiple opportunities to suit your needs. The invitation is open to join in any of the upcoming meetings, and lend your expertise to a committee that most interests you.
Begin planning your professional development by taking a few minutes to look over the attached list of dates for meetings, events, and continuing education. Don’t forget that as an added benefit, some of these events qualify for CE credit!
Go to for current information on affiliate activities and resources. Make your membership work for you by keeping the attached contact and meeting information handy.
Michelle D. McBride, EA (President)
N82W13494 Fond du Lac Ave,
Unit D102
Menomonee Falls, WI 53051
262-345-5386
Trish Evenstad, EA (Vice President)
Evenstad Tax Service, LLP
114 S Main St
Westby, WI 54667-1329
608-634-6887
Peg Ferkey, EA (Treasurer)
Ferkey Tax Service
1561 17th Ave S
Wisconsin Rapids, WI 54495-4041
(715) 451-4591
Michele R. Gross, EA (Secretary)
Gross Tax Service
W175N11081 Stonewood Dr Ste 205
Germantown, WI 53022-4771
262-255-1600
Jeremy Burri, EA (Director)
3140 Bellfield Dr
Oshkosh, WI 54904-9113
940-251-4862
Dave Fayram, EA,TCP (Director)
MotiffFayram, Ltd.
402 Gammon Pl Ste 320
Madison, WI 53719-1073
(608) 833-2111
Roy B. Kortz, EA(Director)
Lakeshore Accounting, Inc.
PO Box 4
King, WI54946-0004
920-684-6940
Lawrence J. Stein, EA, ABA, ATP, ATA(Executive Director)
Insta-Tax Services, Inc.
5629 W North Ave
Milwaukee, WI53208-1052
414-871-9040
Julianne Molek, EA (Immediate Past President)
Julie's Tax Service
159 S Main St PO BOX 642
Richland Center, WI 53581-0642
608-647-5764
The NAEA Advantage
We encourage you to reach out to become an active member of NAEA— your voice to the government, protecting your right to practice, and promoting sound tax policies.
NAEA earned its reputation for educational excellence by providing high quality education and essential information on tax code changes. As an NAEA member, you receive a weekly E@lert via email and the EA Journal, a bi-monthly magazine offering an opportunity to earn CE credits by passing a test at the end. Exclusive access to NAEA forums, Facebook and LinkedIn groups connect you to other members and online tools give you ready-made business resources.
You will find multiple education tracks to meet your CE needs at the National Tax Practice Institute™ (NTPI®). Developed by NAEA and its members, top national instructors provide in depth exploration of topics regarding taxpayer representation. You will find more information at or contact the education department at 202-822-6323.
Wisconsin and NAEA help you build your business with the marketing tool kit, promotions, an even gain clients through our online “Find an EA” directory, connecting you to a nationwide network of professionals. Accessing this group of professionals for answers to tough questions clients bring with out-of-state returns is just one of the valuable uses for this community network.
You’ll find savings from discounts on a variety of products and services you’re probably using regularly, such as payroll processing, insurance, software and business development materials. NAEA is a source of help when IRS licensing, CE credits and tax code change issues arise, too.
NAEA is here to help you succeed. Your involvement makes it possible for NAEA to continue offering resources that help EAs shine! Consider joining one of the many committees or task forces that can benefit from your experience and contributions.
National Headquarters
1120 Connecticut Avenue, NW, Suite 460Toll Free: 855-800-NAEA (6232)
Washington, DC 20036-3953Fax: 202-822-6270
Membership Contacts
Connie Paradise, CAE, Director, MembershipExt: 106Email:
Clarise Diggs, Membership ManagerExt: 103Email:
Maya English, Information CoordinatorExt: 116Email:
WHAT MAKES YOU SHINE?
Thank you for becoming a member of Wisconsin Society of Enrolled Agents. You have made a smart decision to become an Enrolled Agent and join our organization. Now, make your membership work for you and become an active member at both the state and national level. Your talents are needed and welcomed on the many committees and task forces supporting both organizations. Answering these questions will help us find a spot where you will truly shine.
Tell us about your interests.______
______
______
Tell us about your experiences and successes with other organizations with which you have been involved.______
______
______
Now is the time to brag. What are your special talents?
Leadership □Record Keeping □Recruiting/Advertising □
Membership □Event Coordinating □Legislative □
Financing □Web Design/Maintenance □Organizational Skills □
Writing □Governance □Public Speaking □
Other: ______
______
In which areas would you most like to be involved?______
______
______
Please Return to:
Lawrence J. Stein, EA, ABA, ATP, ATA (Executive Director)
Insta-Tax Services, Inc.
5629 W North Ave
Milwaukee, WI53208-1052
414-871-9040