Officers/Directors

David Hatt, EA – President

David Hatt has been an Enrolled Agent Since 1993.
He has an undergraduate degree in finance from San Diego State University and a masters in taxation from Cal State East Bay, writing his thesis on “When Mary Met Sally: The Application of the Internal Revenue Code to Domestic Partners.”
He is also an NTPI Fellow.
David has been active in his profession by attending CSEA and NAEA annual meetings for at least 15 consecutive years.
He is past president of NAEA (2008-2009) and Mission Society.
David started his practice June 1993 in Menlo Park with fellow EA’s Marti Norberg (Golden Gate) and the late Sally Schwerin (Mission). David’s office is still in Menlo Park.
In his spare time, David loves to travel. In fact on one passport, he visited all seven continents.

 

Dr. Colin J. Ford, EA – President Elect

Colin received his EA certification in 1982 and has a small solo practice in the Evergreen area of San Jose.

He also has a real estate license and in addition is currently Senior Pastor at Alum Rock Christian Church in San Jose.

Website

Virginia Justus, EA – Vice President

Virginia Justus comes from a family of accountants. In high school, she began working in her mother’s accounting office, Izumo and Company, which was begun by her grandparents, Koto and Akira Izumo. She continued working there during her college years and after graduating from the University of California, Santa Cruz, where she studied Philosophy and Molecular, Cellular, and Developmental Biology.

A few years later, while working for TRA Environmental Sciences in Menlo Park, she implemented new billing and bookkeeping systems and began to work on the company’s books. Finding she enjoyed the work and seeing it working well with her life as a mother, she then decided to follow in the entrepreneurial footsteps of her family and begin her own tax and accounting business. She became an Enrolled Agent in 2015.

In addition to her role as Vice President, Virginia serves on the education committee and is Mission Society’s Office Liaison. In her free time, Ms. Justus enjoys running, camping, and playing with her husband, her son, and her Labrador, Sparky. Her other hobbies include swimming and cooking for her family.

Website

Rico Delodovici, EA – Secretary and Immediate Past President

Rico has been practicing as an Enrolled Agent for more then 20 years.

He is a past president of the Golden Gate Society of Enrolled Agents, and was elected to the Golden Gate Society’s Hall of Fame in 2016.

Rico has sat on the Board of Directors of the California Society of Enrolled Agents, and has chaired several committees, including Public Information and Awareness, and Political Action.

Rico was a member of the Franchise Tax Board Advisory Council – a group that advises FTB on tax issues and how they affect the tax-paying public.

He currently practices in Burlingame.

Website

Susan Amaral, EA – Treasurer

Susan has been preparing her own taxes since she was 15 years young, after obtaining her very first paying job!

She often helped friends and family with tax pep over the years. She has earned an Associates Degree in Liberal Studies, with a background in administrative marketing and small business management. She has been preparing tax returns professionally since 2004, after accepting employment with H&R Block. She quickly advanced within this franchise as Tax Instructor, Office Manager, and Marketing Director for 3 adjoining districts.

Susan advanced her worth by earning the Enrolled Agent designation with the IRS in 2011. Susan now operates her own company, Amaral Tax Group LLC, with two other business partners.

Susan and her husband, Michael, have raised 3 sons and two dogs to date. They are a family of mountain bikers; their cycling research and engineering has resulted in product development and enjoyable mountain bike rides!

She also enjoys hiking in the redwood forests whenever possible.

Website

Elizabeth “Liz” DiTullio, EA – Director (2nd Year of 2 Year Term)

Passed SEE Exam in 2010
MSEA Secretary 2016-2017 & 2017-2018
EA of the Year 2016-2017
Past President of MSEA 2019-2020
CSEA Director
NTPI Fellow
Self employed owner of Redwood Tax Service since 2000
Graduated from San Jose State University with a Bachelor’s Degree in Political Science

Andrea Ruiz, EA – Director (2nd Year of 2 Year Term)

Andrea is a self-employed tax consultant  and licensed  Enrolled Agent since 2012.
She is a graduate of San Jose State University with a Bachelor’s Degree in Business Administration, concentration in Accounting.
This is her second year serving on the Board for Mission Society of Enrolled Agents and Co-Chair of the Education Committee.

David Kibrick, EA – Director (2nd Year of 2 Year Term)

Website

David Kibrick is an Enrolled Agent and business/nonprofit consultant, with a background in taxation, accounting, IT, and nonprofit development.
He is the owner of the tax business Dollars and Sense in Santa Cruz, California.
David also serves on the board of FishWise, a national fishery sustainability nonprofit, and is the webmaster for KSQD 90.7 FM Community Radio.

Website

Philip Levine, EA – Director (1st Year of 2 Year Term)

Philip co-owns Padgett Business Services—Silicon Valley West, which is based in Los Gatos, CA, with his wife Susan.

After receiving his MBA from Duke University’s Fuqua School of Business, Philip spent over twenty years in the semiconductor industry, with an emphasis on international marketing, for companies such as Intel, Zilog, and Fairchild.

Philip is currently a Director but previously served as the MSEA President and Vice-President.  Phil is also an NTPI Fellow.
The main focus of their practice is offering tax and CFO/Controller services to small to medium-sized technology-based businesses and their owners, many of which are foreign-owned corporations. Philip also thrives on the challenges of resolving client collections and audit issues with the IRS and the CA FTB.

Website

Dennis Noss, RIA, MSc., EA – Director (1st Year of 2 Year Term)

Dennis Noss is the CEO of Cayman Capital Inc. His tax practice is limited to Tax Representation Before the IRS and he is a Business Tax Planning and Retirement Tax Strategist. As an Investment Advisor and EA he specializes in Financial Strategies that can provide greater income without a greater income tax, from your business income, investments and savings.

Tax Representation before the IRS includes Debt Relief, Settlement Agreements, OIC, Liens, Penalty Abatement, CDP Hearings, Tax Deficiency Notices, etc. Dennis studied Federal Taxation and Tax Law Controversies at the Tax Law Institute in Washington, D.C. He also has a Masters in Finance and Accounting from the University of Leicester in England.

Dana Grijalva, EA – Director (1st Year of 2 Year Term)

Dana has over 30 years of accounting experience and joined the family tax business in 2011 and became an EA in 2012. As part of a family-owned business, Dana enjoys seeing the many long-time clients who return each year and using her varied experience working with commercial real estate, CPA/Forensic accounting firms, and corporations to provide clients a well-rounded perspective that allows them to manage their finances to optimize their tax planning and budgeting.

In her off time, Dana enjoys spending time with family and friends traveling, attending festivals and enjoying time together. Dana believes that every day is an opportunity to learn. In the words of Dr. Seuss: “The more that you read, the more things you will know. The more that you learn, the more places you’ll go.

Lynn Telford, EA – Director (1st Year of 2 Year Term)

Lynn has been a long time member of Enrolled Agent professional organizations, joining as soon as obtaining the EA status. When she took the EA exam (in paper and pencil days), she achieved one of the top 20 scores in the country.

A UC Berkeley grad, her first job out of school was for the IRS. A memorable basic learning experience, but a long-term stay was not what she chose. Her employment after that has always been in the tax world: a trust officer in a major SF bank and many years in several well-known local CPA firms where she held positions of Sr. Tax Manager and as Director of Tax.

Her areas of expertise include estate, trust, gift and fiduciary tax planning and compliance as well as an individual tax practice. A major satisfaction despite the increasing stresses of frequent tax law changes and a huge number of complex new laws has been working with very long time clients.

Lynn has been a member and on the Board of a number of professional organizations, and is currently the Chair of El Camino Health Foundation’s Planned Giving Council. She has done presentations for a variety of professional organizations (including MSEA some years ago). This is actually a return to the MSEA Board on which she held various positions in the past.

Jaswant S. Jessie, EA – Director (1st Year of 2 Year Term)

Ming (Daisy) Ming Liang, EA – Director (1st Year of 2 Year Term)

Board Position Descriptions and Responsibilities