Personal Finance Insider's tax review board
From choosing tax-filing software to maximizing deductions to tracking your refund, Personal Finance Insider is here to guide you through tax season.
We've put together a tax review board for 2021, a group of experts who review our tax stories to make sure you're getting the most helpful and accurate information.
Each of the experts is a certified public accountant (CPA) or Enrolled Agent (EA). You can read more about them below.
Michele Cagan is a CPA, author, and financial mentor. With more than 20 years of experience, she offers unique insights into personal financial planning, from breaking out of debt and minimizing taxes to maximizing income and building wealth. Michele has written numerous articles and books about personal finance, investing, and accounting, including "The Infographic Guide to Personal Finance,"Retirement 101," and "Debt 101."
In addition to her financial know-how, Michele has a not-so-secret love of painting, Star Wars, and chocolate. She lives in Maryland with her son, dogs, cats, and koi. Get more financial guidance from Michele by visiting her website.
Scott Hoppe is an award-winning CPA based in San Francisco and principal at Why Blu. He has a Doctorate in Accounting and a Master's in Taxation. Scott specializes in complex individual tax planning and small business ($1 million to $20 million in revenue) taxes.
The People's CPA, Sheneya Wilson, is a serial entrepreneur, CPA, real-estate investor, and educator. She is the founder and CEO of Fola Financial LLC, a firm dedicated to assisting individuals and businesses with navigating their financial journeys by providing bookkeeping, tax planning, and tax preparation services. She is also the founder of the Tax Essentials Learning Program (T.E.L.P), where she educates aspiring tax professionals on the tax code and teaches them how to build their own tax practices.
Additionally, Sheneya is pursuing a PhD in Accounting Information Systems, while serving as an accounting professor. Committed to using her accumulated skills and knowledge to impact the lives of those who seek financial guidance, she truly believes that "education is the most powerful tool which you could use to change the world," (Nelson Mandela).
Luis Rosa is a CFP and Enrolled Agent. Luis came to the US at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the "On My Way to Wealth" podcast.
Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine's 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020. From participating as an FPA NexGen Ambassador and Host, to speaking at the CFP Board's Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.
Lisa Niser has been doing taxes for 25 years, first with Big Four accounting firms and for the past 18 years, on her own. She helps individuals and small business owners feel in control of their taxes throughout the year so they have the confidence to make informed decisions.
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