FEDERAL DIRECT - Key Persons
Job Titles:
- Business Development Manager
- Member of the Management Team
Adam specializes in helping new tax office owners develop and formalize their tax business startup plans and operations. When starting your own tax office there are a lot of questions and details that have to get prioritized and evaluated. Adam assists Federal Direct partners navigate these challenging decisions and helps with making the best educated decisions for growing tax businesses. Adam's is an IRS AFSP credentialed tax preparer and is preparing for the Enrolled Agent exams. If you are hitting the books as well, give him a call; he can sympathize, and help you get your tax office headed in the right direction!
Job Titles:
- Member of the Management Team
- IT Ops Specialist
Anthony has been with Federal Direct Tax Services since 2012. He attended Ivy Tech Community College in Bloomington, IN where he earned his degree in Computer Information Systems. Anthony works alongside our partners daily setting up their office networks, hardware, and software in preparation for each tax season. Year round, Tony endeavors to make our partners' offices run smoothly and to resolve technical support issues allowing for better customer experiences throughout the entire tax filing process.
David joins the Business Development team at Federal Direct assisting both current partners and new partners along their tax office startup and growth journey. Federal Direct has many tools in the toolbox and David specializes in helping our partners navigate these opportunities one decision at a time towards a successful end goal. What software functionality, add-on tools, and training packages are right for your tax business to help you grow? David would love to have this conversation with you!
Job Titles:
- Member of the Management Team
- Continuing Education Director & Premier Accounts Manager
Along with tediously compiling the information and data for the Federal Direct IRS approved continuing education and various state level course materials, Deric is also a graphic design guru who creates most of the marketing materials available through Federal Direct. Deric is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate tax matters. Deric works with the higher level tax problems that come through Federal Direct's office and is a hands-on manager assisting Federal Direct partners better their office's tax knowledge and customer service.
Joe Rogers - Founder, President
Job Titles:
- Founder
- Member of the Management Team
- President
Joe is the founder and President of Federal Direct. His educational background comes from Indiana University where he has a bachelor's degree from the Kelley School of Business focusing on marketing and economics. He has over 17 years of hands-on industry experience and has consulted with over 1,900 independent tax offices to date. Joe is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate tax matters.
Job Titles:
- Member of the Management Team
- VP Account Development
John's educational background comes from an AA at Belleville Area College, IL, BA in Economics from Indiana University, MBA from the University of Indianapolis and Chartered Life Underwriter and Chartered Financial Consultant designations from the University of Maryland. John has spent most of his career in financial planning and sales and is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate matters. John has led the team adding and developing new offices with Federal Direct for the past 12 years along with providing high-tier complex tax support to our partners.
Job Titles:
- IT Manager
- Member of the Management Team
Joshua has worked at Federal Direct for over 10 years and spends most of his at-work hours developing time saving and business development tools to help Federal Direct partners deliver better customer service and easier access to industry tools. Joshua is also the webmaster at Federal Direct and manages our website and partner portals, along with overseeing all software and technical support to our partner offices, and their employees.
Job Titles:
- Lead Partner Trainer, Premier Account Manager
Josiah brings a wealth of tax knowledge to our Training, Continuing Education and Tax Support departments. Josiah is a tax attorney with a J.D. from Indiana University, and an L.L.M. from Boston University School of Law. With 4 years of experience with IRS VITA centers preparing hundreds to thousands of individual returns, Josiah will be a valuable resource helping you and your staff get ramped up for tax season and your hardest tax challenges. As well as assisting in the research and development of our Continuing Education materials, you will also hear Josiah being hands-on presenting many of the webinar topics.
Leah earned her Bachelor's degree majoring in public relations at Ball State University. She has joined the Federal Direct team with an experienced professional background in Digital Marketing and Media management. She has provided in-house marketing and promotional ops management for legal industry clients. Leah works with Federal Direct partners assisting with IRS and State level enrollment needs, software deployment and integration, customization, and general navigation of the Federal Direct suite of products and services. Helping partners identify the needed steps, tools, and resources to make the most out of their relationship with Federal Direct is Leah's mission!
Job Titles:
- Partner Orientation and Tax Support Specialist
Rhonda brings her long history in the tax industry to her role helping new Federal Direct Partners get onboarded and acclimated to the tax software and the ins and outs of general tax preparation. Rhonda has an MBA from Indiana Wesleyan focusing on Finance and Accounting. She comes to Federal Direct following a twelve year tour of duty with the Internal Revenue Service where she focused on individual tax compliance and assisted taxpayers navigating the intricate networks of IRS tax matter resolution. Rhonda also has owned and operated a private tax preparation firm in the Indianapolis market since 2014 and can lean on her years of tax office management when discussing and helping you deal with the growing pains of your own tax prep business!
Richard is an Enrolled Agent with 17 years of experience working in the tax industry, 2 years physically managing a retail franchise tax office, and is now in his 5 th tax season with Federal Direct. Richard heads up our up our training department assisting new offices learn how to best navigate and use our tools and resources and works to convert new users of our tax software into tax prep gurus! Richard is an Enrolled Agent and spearheads Federal Direct's IRS representation activities advocating for your clients and helping them solve big tax issues. Richard has a bachelor's degree in accounting and is pursuing his Masters in Taxation from Indiana University's Kelly School of Business.
Job Titles:
- Member of the Management Team
- Marketing Director & Premier Accounts Manager
Tina works tirelessly helping Federal Direct partners develop and implement marketing strategies and campaigns to help bring new customers to their tax businesses. Tina has a bachelor's degree from Ball State University where she majored in Marketing, and she completed her Masters in Business Administration during 2019. Tina is passionate about assisting Federal Direct offices engage immigrant and other niche markets and is a Certifying Acceptance Agent with the IRS for processing US tax return for undocumented immigrants and assisting them obtain ITIN numbers. Tina is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate tax matters. Tina heads the ITIN department at Federal Direct and is an account manager who works with our partners to help them get a better understanding of the tax industry and how profitably run and grow their tax businesses.