Voting Closed
Thank you for your interest in our 2024-25 election cycle. Voting closed on Wednesday, July 24, 2024 at 5PM Eastern.
Thank you for your interest in our 2024-25 election cycle. Voting closed on Wednesday, July 24, 2024 at 5PM Eastern.
It gives me great pleasure to announce my candidacy for the National Society of Accountants' (NSA) Secretary/Treasurer position. As an entrepreneur, enrolled agent, and independent accountant/tax preparer since 1991, I have gained substantial business skills that will assist the organization in the pursuit of its mission and the execution of its strategic plan.
NSA has played an important role in my professional growth and development over the past nine years. Since joining NSA and serving on the NSA Foundation Board I have developed a professional network group and advanced in my profession from the vast amount of knowledge and education this organization provides. It would be a privilege and honor to serve this organization as its Secretary / Treasurer as well as assist other members as they engage with the organization in pursuit of their career objectives.
I appreciate your consideration of my candidacy.
DEBORAH WATSON, EA, GR
111 W. JACKSON BLVD, STE 1700
1463 Ring Road Calumet City, IL 60409
Office (312) 675-6270 • Office (708) 730-1040 • Fax (708) 730-0148
deborahwatson@ddcandassociates.net
May 30, 2024
To: Nominating Committee
The National Society of Accountants
It gives me great pleasure to announce my candidacy for the National Society of Accountants' (NSA) Secretary/Treasurer position. As an entrepreneur, enrolled agent, and independent accountant/tax preparer since 1991, I have gained substantial business skills that will assist the organization in the pursuit of its mission and the execution of its strategic plan.
NSA has played an important role in my professional growth and development over the past nine years. Since joining NSA and serving on the NSA Foundation Board I have developed a professional network group and advanced in my profession from the vast amount of knowledge and education this organization provides. It would be a privilege and honor to serve this organization as its Secretary / Treasurer as well as assist other members as they engage with the organization in pursuit of their career objectives.
I appreciate your consideration of my candidacy.
PROFESSIONAL ACHIEVEMENTS AND EDUCATION
MEMBERSHIPS
COMMITTEES
103 Scotland Street
Black Mountain, North Carolina 28711
Telephone (828)669-8784 Fax (828)669-7417
Helgreenanddalton@gmail.com
Jan Helgreen. AllisonH Allison
The National Society of Accountants has always been near and dear to me. For as long as I can remember, I traveled with my parents to National conventions. I was only 12 years old when we traveled to Spain with National, and I felt like I was already a member. My father, James N.E. Helgreen, and sister, Susan Gale H Champie were both my inspirations to follow their steps in becoming an accountant.
I have been a member of National for 30 years, and have served on Credentials for years. I learned the people and made many contacts.
When National “separated” with the states I was saddened. I served as State Director for years, and felt the connection between National and North Carolina Society of Accountants. If we are to grow, we need each other.
I would like to serve on the Foundation to get back into “the swing of things”.
Jense Creighton is going to serve National well, and I want to be there to support her as well.
Jan Ellen Helgreen was born in Asheville, NC and lives in the same house she grew up in. She graduated from Charles D. Owen High School, then attended UNC-Asheville, A-B Technical Community College, Lees McRae, Western Academy of Hair Design, and Montreat College, where she and her father earned their degrees in Accounting. She has been employed at Helgreen and Dalton Accountants since October 1983. She is now President of Helgreen and Dalton.
She joined the North Carolina Society of Accountants in May of 1988. She has chaired many of the NCSA committees and served on the Board of Directors many times. She served as Treasurer, Secretary, Vice President 2 times, and President 2 times of NCSA from 2000-2024. She is accredited in Taxation by the ACAT. Jan joined the National Society of Public Accountants in May 1994. She has served on the Western Chapter of NCSA line many times. Jan’s father and sister, James N.E. Helgreen, and Gale H. Champie both served as President of NCSA as well. Her father served as District Four Governor of NSA.
Jan has one brother left, James N.E. Helgreen Jr. who is a Doctor of Anesthesia, married to Karen and have two children in Columbus Ohio. Jan married Ricky Allison in 1983. They have two children Jason and Mandy. Jason has two children, Riley and Kasey. Mandy and Jamie Dunham have one son, Mason. Her children and grandchildren are the color to Jan’s world. Jan enjoys traveling, kayaking, and spoiling her grandchildren. She and Ricky enjoy spending time with their family at Lake James where they have a camper.
I am an experienced financial advisor and tax preparer; I am also a former securities compliance manager. I believe that my career experience can help the board to better serve its membership, especially in projects associated with advocacy, practice management, and professional networking.
I believe it is critical to be active in professional organizations. I have pursued many credentials in my career and have been involved with several Board of Directors.
I have been a member of the Board for one year and have served on the taxation committee for two years. As a Board Member, I have been on both the Audit Committee and the Membership Committee. During the 2024-2025 term period, I look forward to helping with the IRS advocacy issues associated with professional credentials and PTIN registration.
The NSA needs to grow its membership, attract younger professionals, and provide members with development and networking opportunities. We further need to assert our commitment to improving the relationship with the IRS as we share ideas with the IRS to improve its efficiency and effectiveness.
My professional resume is available at www.billschretter.com.
Summary
An experienced Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ dedicated to helping clients achieve their life, financial, and legacy goals through efficient and effective use of financial products, tax strategies, and properly documented estate plans. Experienced in production analysis, accounting, and succession planning.
Experience
Allworth Financial, Cincinnati OH - Financial & Tax Advisor May 2022 to Present
Life-Legacy Services / Life Legacy Financial Counsel, Inc.- Advisor Aug 2018 to May 2022
A comprehensive fee-only concierge organization serving clients throughout the United States. Using a team structure, we provide financial planning, investment management, elder-care, and legacy planning.
Key Private Bank- Southwest Ohio - Senior Financial Planner 2014 to Aug 2018
Raymond James Financial Services, Dayton Ohio- Financial Advisor 2012 to 2014
A CERTIFIED FINANCIAL PLANNER™ and Ohio Life Insurance Agent serving 200 families throughout the United States. Ensemble practice managing $130 million in assets under management and offering life, health, disability, and long-term care insurance products.
Capital Analysts Incorporated, Western Southern Financial Group 2007 to 2012
Compliance Manager, Cincinnati, OH
Northwestern Mutual Financial Network: The Marker Group, Dayton, Ohio 2003 to 2007
Director of Network Office Supervision, Brokerage Operations Manager, Contracting Coordinator
AIG-Pinnacle Taxx Advisors, Florence KY 2002 to 2003
Tax & Financial Consultant, OSJ Compliance Principal
Fidelity Brokerage Services, Blue Ash, Ohio 1999 to 2002
Equity Trader and Retirement Products Specialist
Internal Revenue Service, Clerk, Florence, KY 1999
Education
MBA, Finance, University of Cincinnati, Cincinnati, OH; BS, Marketing, Miami University, Oxford, OH
LSSBB, Lean Six Sigma Black Belt Certification, BPG Certification; OH Life & Health Insurance License
Professional Activities
National Society of Accountants
Statement of Interest for Vice-President
My name is Randy L. Brandt and I am submitting a request for consideration to run for the vice-president position on the board of directors of the National Society of Accountants. I previously completed a two year term as an at-large director on the board, and am currently in the middle of a second two year term in this position. I now have a desire to serve the NSA in the capacity of a higher leadership position.
Throughout the past several years, the NSA has undergone many changes. Depending on whom you speak with, some of the changes were viewed positively, while other changes were viewed negatively. In either case, it is truly hard to judge the effect of a change without the benefit of a period of time to consider the consequences of the change. It is also difficult to build momentum for any change without consistency and continuity being poured into the efforts behind the change. Recognizing this, while it is important that the board of directors of the NSA contains some new members to bring fresh ideas and energy to the board, it is also important that the board and its leadership maintain some members who have been involved with some of the more recent changes. The experience and knowledge that I have acquired while serving on the NSA board over the past three years should prove to be a valuable asset to the Organization as it proceeds forward.
Consistency, communication, and a vision for the future are attributes that are critical to a successful Organization. My experience working in public accounting for the past 28 years has played a key role in developing and refining these skills. My involvement on the board over the past three years has provided an opportunity to forge and develop relationships with other NSA leadership team members and with the CEO of the Organization. Additionally, being actively engaged in board meetings and committee meetings has provided a fuller, deeper understanding of the inner workings and the more detailed aspects of what it will take for the NSA to achieve their stated goals. I have no doubt that someone with equal or better skills could fill this role; however, the learning curve of that individual would need to be repeated. While the need for change is always present, the need for consistency and experience is of equal value. I believe that I could continue to fill an important role within NSA by bringing knowledge and experience to the higher leadership levels of the board for the next several years.
Therefore, I respectfully request your consideration and support as I submit my name as a nominee to serve as the vice-president of the National Society of Accountants. I recognize the value that this Organization has to those serving in the accounting and tax preparation fields and I desire to see its continued success into the future. This can only be done through the efforts of professionals like myself who are willing to contribute and serve as best they can and I am willing to continue to do so for the NSA.
Respectfully,
Randy L. Brandt, CPA
Manheim, PA
Randy L. Brandt, CPA is the President and owner of Brandt Accounting located in Manheim, Pennsylvania. Randy was born and raised in Lancaster County, Pennsylvania. After graduating high school, Randy attended Grove City College where he attained his bachelor’s degree in accounting. Randy began his professional career with Price Waterhouse in the Pittsburgh, Pennsylvania office. After three years in the auditing department, Randy’s interests drew him back to Lancaster County where he went to work for a local accounting office serving the needs of individual tax clients and owners of privately held businesses. In 2006, Randy was given the opportunity to purchase the practice from the retiring owner and has been the owner and President of Brandt Accounting since that time. With a team of 6 full-time staff and additional seasonal and part-time team members working as needed, Randy most enjoys the time he spends working one-on-one with business owners, helping them to understand the financial aspects of their business, and working with them to reduce their tax liability while increasing their overall net worth.
Randy and his wife Jennifer reside in Manheim and are the parents of four children, the two youngest of which still live with them. Randy recently became a grandfather for the first time this spring. He looks forward to teaching his new grandson mischief that he may not have thought of on his own. When work and family happen to allow him some free time, Randy enjoys hunting and fishing, spending time in the outdoors, and playing strategy games with friends.
Reason for wanting to serve as President of the National Society of Accountants.
For my entire accounting business career, the National Society of Accountant and the NC Society of Accountants played a large part of my success.
NSA has offered a range of programs that made me a better Accountant and Tax Preparer.
Study course for the Enrolled Agent Exam (1985), study course for the ACAT exams (1986), Leadership Conference in 1992. Networking and friendship at the annual conventions.
Many past leaders of NSA have attending our state conventions and have presented to the attendee valuable information. This is what I believe is our purpose, to help our members be successful.
I want to see NSA to continue to serve the membership with a welcoming community of members to help with profession education and networking. We now have tax talk, and we are wanting to expand on this program. We need to continue with the Federal Tax Committee and NSA staff being able to keep us updated on the latest tax information. One of my other main goals is to have the state societies and NSA to have a good working relationship.
If elected President I promise to always be available for members. You can call me anytime at 704-502-2005.
Jense Haynes Creighton is a native of North Carolina and shares her hometown of Mount Airy with NC television legend Andy Griffith. Jense has been an accountant and tax professional since 1972, first in Monroe, NC and later in Charlotte, NC with her firm employing eight staff and paraprofessionals. The firm serves clients in varied industries including construction, manufacturing, real estate, and sales.
Jense attended Wingate College (now University) and received her Degree in Accounting from Anson Community College. She received her Treasury Card and became Enrolled to Practice before the Internal Revenue Service in 1986, and at the same time received her Accreditation from the National Society of Accountants in Taxation and Accounting.
Jense has served twice as President of the NC Society of Accountants in 1994-95 and 2019-20, and on the board of directors more than 15 years. Currently she serves on various committees and as a parliamentarian and leads the Charlotte chapter of the society.
Jense has a record of service to the National Society of Accountants as a member of the Regulation and Oversight Committee (ROC) starting in 2018 and served as chairperson for two years. In addition, served as a trustee for the National Society of Accountants Scholarship Foundation, holding the office of Secretary -Treasurer, for a two-year term. This year Jense served as a board member of the ACAT Board.
Jense has served on the board of directors as Southern Regional Director for the year 2022-23, and Vice President for the 2023-24 term.
As director she also served on the federal taxation committee, grievance, convention, and membership committees.
Jense and her husband Ben enjoy frequent visits to their favorite places, Blowing Rock and Hilton Head as well as hiking and yoga as time away from work allows. Jense is a cancer survivor and is a supporter and fundraiser for the Susan G. Komen Foundation’s Charlotte Chapter.
Statement of Interest (Kaya Klotzek):
Kaya klotzek
Accounting & Tax Specialist
Contact
PHONE: +1.619.729.4234
WEBSITE: www.lifesjusttaxing.com
EMAIL: kaya@lifesjusttaxing.com
Hobbies
Traveling
Reading/Word Search
Hiking/Kayak/Scuba Diving
Credentials
NSA-ACAT
2004 - Current
CA-CTEC
2006 – Current
National Assoc. of Registered Social Security Analysts – RSSA
2022-Current
CNAP (Certified Non-Profit Accounting Professional)
2023
EA (Enrolled Agent)
2024
Life’s Just Taxing - President/CEO
2002–Current
Enrolled agent with the IRS and certified tax professional working with individuals & small businesses through-out United States. Estate, non-resident or part-year income tax filers. Sales tax between state borders. LLC’s being taxed as Corporations. Personalized organization & accounting of company start up for Profit & Non-Profit companies. Complete payroll processing and 401k reporting. Monthly/Quarterly/Annual Financial Statement production & submission. Annual/Quarterly/Monthly automated income/sales tax payments/filings. Handle IRS notices. Successfully completed 3 Offer-In-Compromises. Dissolution of Corporation processes. Intuit Tax Advisor and QuickBooks ProAdvisor. Partner with Avalara for nationwide Sales tax to assist remote sellers of Amazon, Google, and Shopify platforms. Bill.com, NetSuite, Canopy, Digits, Gusto, botkeeper, Relay, Jirav, Canva, Intuit ProConnect & QBO
Service Master by Rapid Response (Client)
Jan 2008–Dec 2018
Train staff to use QuickBooks for daily data entry, review books monthly/quarterly & process JE’s from CPA, provide all financial statements, liaison between staff, owner & CPA (Franchise Accounting) QuickBooks Premier & QBO
ClinicSource/ChiroTouch (Client Project)
Mar 2017–Nov 2017
Assist at the purchase/take-over of company in training staff while conducting audit of books. Correct starting and ending numbers to match tax returns filed (caught numerous mistakes). Work with new Staff Auditor to make books balance at month end. Transition accounting over to new staff. (Medium size Corporation-Medical Accounting) QuickBooks Enterprise
Intuit (Client Project)
2023-Current
Review the Intuit Turbo Tax Live system, processes and procedures while observing their employees (Manager, Leads, and Experts) that perform work for Intuit on a seasonal basis. Completing their online training and completing an extensive review/report/survey. Implement upgrades and proper standards for their systems and protocols. Both Individuals and Business Modules.
Beyond Identity, PingID, Credit Carma, Slack, SalesForce, Mint, Mailchimp, Turbo Tax &Workhuman