Meet the principals

Derrick Winke, EA

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 Producer: • Executive Producer: No Agenda Podcast - Episode 1465: Satheist - July 3rd, 2022 • Executive Producer: No Agenda Podcast - Episode 1228: Stunning - March 26th, 2020

David Palmer, EA

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 Reveue 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

Anthony “Tony” Schultz

Education: • Bachelor of Accountancy (BA) - Walsh College 1985 • Annual Filing Season Program [AFSP], Limited practice rights before the Internal Revenue Service - U.S. Treasury Department • Notary Public - Macomb County Michigan Work History • Schultz Enterprises Inc. 1990 to 2022

Lisa R. Norris

Education & Licenses & Designations: • Bachelor of Arts, University of Michigan - Dearborn, 1995 • Associates Degree, Grambling State University, 1990 • Annual Filing Season Program [AFSP], Limited practice rights before the Internal Revenue Service - U.S. Treasury Department • Real Estate Agent - Licensed in Michigan. o Seniors Real Estate Specialist SRES® Certified o Accredited Buyer’s Representative ABR® designation o Real Estate Staging Association RESA o Short Sales and Foreclosure Resource SFR® certification o Sellers Representative Specialist SRS o HUD Certified Housing Counselor o New Construction Specialist - NCS • Notary Public, Oakland County Michigan • Memberships: o NAR - National Associatin of Realtors o NOCBOR - North Oakland County Board of Realtors

Daniel Munro

Education & Licenses & Designations: • Masters of Arts in Accountancy, Rutgers University, 2019 • Bachelor of Fine Arts in Film and Television. New York University, Tisch School of the Arts, New York, 2011 • Notary Public - Oakland County Michigan

Mary Patterson

Education: • Notary Public - Oakland County Michigan Please call us at (248) 816-1220 or 800-276-8319 to set up a free consultation. Or Book Your Consultation here: We service clients worldwide.

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.

Natali Asic, AFSP

Tax Advisor, Notary Public

Natali is an accountant and tax preparer.

Lisa Norris, AFSP

Tax Advisor, Notary Public

Lisa is a tax preparer and real estate agent. Daniel Munro, Notary Public Daniel is an accountant and tax preparer

Mary Patterson, Notary Public

Mary is the executive assistant. Anthony “Tony” Schultz, AFSP. Tony is an accountant and tax preparer.