Meet the principals

Derrick Winke

Education, Licenses, & Designations: • NTPI Fellow, National Tax Practice Institute (NTPI®), November 2018 • Doctoral Candidate, University of Bradford, England, September 2003 - 2005 • Master of Science (MSc), University of Bradford, England, 2005 • Master of Business Administration (MBA), Wayne State University, 1990 • Bachelor of Business Administration (BBA), Western Michigan University, 1986 • Wylie E. Groves High School, Birmingham, Michigan 1982 • Enrolled Agent - Enrolled & Licensed to Practice before the Internal Revenue Service - U.S. Treasury Department. • Certifying Acceptance Agent - Internal Revenue Service • Accredited Tax Advisor (ATA) - Accreditation Council for Accountancy & Taxation Inc. • Accredited Tax Preparer (ATP) - Accreditation Council for Accountancy & Taxation Inc. • Domestic Relations Mediator • Notary Public - Oakland County Michigan Work History: Wink Accounting Services, Inc. / Wink Inc. / Wink Tax Services - 1986 - present Wink Financial Services Inc. 1986 - present Sigma Financial Corp - 1992 - present Sigma Planning Corp - 2003 - present Horizon Financial Planning Corp. 1986 - 2003 Crisis Counselor - Volunteer, Common Ground Sanctuary 2002 - 2017 Holiday Trees Inc. - 1979 - 1983. Memberships: American Bar Association - ABA - Taxation Group American Society of Tax Problem Solvers - ASTPS National Society of Enrolled Agents - NAEA National Society of Accountants - NSA National Association of Tax Professionals - NATP Michigan Society of Enrolled Agents - MISEA Michigan Tax & Accounting Professionals - MTAP

David Palmer

Education & Licenses & Designations: • Bachelor of Accounting Process, (BA) Walsh College, 2014 • Associate Business Administration, (ABA) Oakland Community College, 2008 Summa Cum Laude, Honor Graduate. • Wylie E. Groves High School, Birmingham, Michigan 1982 • Enrolled Agent - Enrolled & Licensed to Practice before the Internal Revenue Service - U.S. Treasury Department. • Certified Senior Advisor - CSA - Society of Certified Senior Advisors. • Licensed Insurance Agent, Life, Accident, Health. • Notary Public - Livingston County Michigan Work History: Wink Accounting Services, Inc. / Wink Inc. / Wink Tax Services - 2002 - present Service Merchandise Inc. - 1983 - 2001 Memberships: National Society of Accountants - NSA Michigan Tax & Accounting Professionals - MTAP

Natali Asic

Education: • Associate of Applied Science (AAS), Davenport University, 2000 • High School Diploma, St. Florian High School, 1997 • Annual Filing Season Program [AFSP], Limited practice rights before the Internal Revenue Service - U.S. Treasury Department • Notary Public - Macomb County Michigan

Shyam “Sam” Kaiti

Education: • Master of Science in Accountancy, Walsh College, 2018 to present • Master of Science in Business (MBS), Finance - Tribhuvan Univeristy, 2017 • Bachelor of Accountancy (BBS), Accounting - Tribhuvan University, 2012 Memberships: • Michigan Association of CPA’s

Joslyn Steck

Education: • Certificate in Paralegal Studies, University of Michigan - Flint, 2020 • Bachelor of Science in Interdiscipilnary Studies with concentrations in Counseling and Religion (B.S.), Liberty University, 2014 • Notary Public - Oakland County Michigan

The Principals

Derrick Winke, ATA, ATP, CAA, EA,

MBA, MSc, NTPI Fellow , Notary Public

Derrick is the primary tax expert.

David Palmer, EA, Notary

Public

David is the primary accounting process expert.

W

Natali Asic, AFSP

Tax Advisor, Notary Public

Natali is the office manager and tax advisor.

Shyam “Sam” Kaiti

Sam is an accountant and tax preparer

Joslyn Steck

Joslyn is the executive assistant