Loretta Rivers, EA

Loretta's 33 year IRS career included positions in taxpayer services and collections as well as 26 years in examinations as an auditor and case reviewer. Loretta holds Bachelor's degrees in both Business Administration and Education. She has taught tax law courses for both the IRS and at the college level. Loretta has been an Enrolled Agent since 1999 and is a member of JK Harris’ Corporate Tax Preparation Team.

Catherine Boags, EA

Catherine’s 32-year IRS career included six years as a Revenue Agent Group Manager and 26 years as a Revenue Agent. Catherine holds a Bachelor of Science degree from New York University in Accounting. She has been with JK Harris & Company since January of 2000 and is currently a Licensed Taxpayer Representative. She has been an Enrolled Agent since 1999. She is a member of the National Association of Enrolled Agents. Catherine is also a member of the local chapter of the South Carolina Enrolled Agents and serves on its Board of Directors.

Bob J. Mickey │ Technical Advisor Emeritus, Retired

After his 30-year career with the IRS, Bob retired to Charleston, S.C., and began his own small practice as an Enrolled Agent representing individuals and businesses before the IRS. After closing his business, Bob came to work at JK Harris & Company. During Bob's career with the IRS, he served in numerous management positions retiring as Division Chief of Collection for the Tennessee District. While working with the IRS, he was able to obtain valuable experience in the operations in the Criminal and Audit Divisions. Bob earned a Bachelor of Science degree in Business Administration from High Point College (High Point, N.C.).

Bill Wandel, EA

Bill has over 30 years of combined experience in private and public accounting. He has been associated with JK Harris since 2001, serving the company as a Licensed Taxpayer Representative. He holds a Bachelor Degree in Economics with a minor in Accounting from Loyola University in Chicago. For 12 years, Bill worked in the private sector, serving in various capacities including positions as a Cost Accountant, Controller and Business Analyst. He became an Enrolled Agent in 1990 and, in 1999 became a CPA in the state of Texas. Bill has worked 18 years as a taxpayer advocate.

John E. Shoop, JD

John graduated from Kent State University in 1968 with a bachelor's degree in Psychology. He obtained his Juris Doctor degree from Cleveland State University in 1971. John was admitted to the Bar by the Supreme Courts of the State of Ohio and the State of South Carolina. John has been a practicing attorney for more than 35 years, 18 of which were spent in public service with 16 years as a Prosecuting Attorney and two as a Public Defender. In his private practice he concentrated on Estate Planning, Probate and Trust work augmenting these areas with licenses in Insurance and Financial Services. John is most proud of his two successful arguments before the Supreme Court of the United States of America.

Troy Sholl, JD

Troy earned a Bachelor of Arts degree from the University of Notre Dame and a Master of Science degree from the University of London. He received a Juris Doctorate from the University of Pittsburgh. Troy is a member of the Florida Bar and has served as an Adjudications Officer with Immigration and Naturalization Services. Troy was the Editor of a Commerce Clearing House, Inc., publication.

Jeremy Klebes, JD

Jeremy earned a Bachelor of Arts degree from Dickinson College. He received his Juris Doctorate from the University of Pittsburgh School of Law. Before working at JK Harris, Jeremy worked in real estate and tort law for private practice.

Cheryl Drum, EA

Cheryl is in her second stint at JK Harris. She first came to JK Harris in 2003 when she joined the staff as Licensed Taxpayer Representative in the Special Assistance Group. She left the company in 2006 to start a family. Cheryl returned in 2008 as the company’s Corporate, Tax and Production Trainer. She is in charge of designing, developing and implementing education programs related to both general taxation and specific production operations and will be involved in all aspects of training for JK Harris. She has been an Enrolled Agent since 2002. She is a graduate of Clemson University where she earned a Bachelor of Science degree in Industrial Management. Prior to joining JK Harris initially, Cheryl worked as a Tax Specialist, Trainer and Office Manager in the Charleston office of a nationwide tax company.

Mary C. Rivera, EA

Ms. Rivera has served in various capacities with JK Harris and Company, most recently as Manager of the Audit Department. Mary has been an Enrolled Agent since 2004. Along with 17 years of management experience, she has worked in the Tax Representation field for eleven years and has had success in negotiating many disputes with the IRS and state tax agencies. She is a member of both the National Association of Enrolled Agents and the Charleston Chapter of the South Carolina Association of Enrolled Agents, of which she has held the office of Secretary from 2006 to 2008. Mary also holds an Associates Degree in Business Administration.

Charles D. Infinger, EA

Charles came to JK Harris in 2004 as a Case Specialist. He became an Enrolled Agent in 2006 and works as a Licensed Taxpayer Representative. Charles has served in JK Harris' Audit Department and has three years of audit representation experience. He is a member of the National Association of Enrolled Agents and the South Carolina Chapter of Enrolled Agents. Charles majored in Accounting at Charleston Southern University.

William Lawitzke, EA │ Vice President -- JK Harris Small Business Services, LLC

Bill was named Vice President of JK Harris Small Business Services, LLC, in January of 2008. He began his stint with JK Harris in 2003 in Small Business Services as an Accounting Specialist and was promoted to Supervisor early in 2007. He became an Enrolled Agent in 2007. Prior to coming to JK Harris, he was a Comptroller with two other companies. Bill attended the University of Michigan and the University of Detroit, majoring in Business Administration with a concentration on accounting.

Teresa Thomas, EA

Teresa has been with JK Harris since 1999 and worked her way up from Case Specialist to Tax Preparer to Audit Case Specialist and became an Enrolled Agent in 2007. She also worked as a tax preparer for a major tax preparation company for 25 years. Teresa is a member of the National Association of Enrolled Agents as well as the South Carolina Chapter of Enrolled Agents.

Samuel Trotter, EA

Samuel is currently the Senior LTR on the Emergency Management Team. He came to JK Harris in the spring of 2003 as a Case Specialist. Holding a number of positions during his tenure, Sam advanced from Case Specialist to Tax Resolution Supervisor to Special Assistance Group Supervisor before becoming an Enrolled Agent, passing the exam in the winter of 2006. Prior to joining the JK Harris Tax Team, Samuel had over 15 years management experience including operating his own restaurant. Sam has an Associate Degree in Middle Management from Pellissippi State Technical Community College in Tennessee and is an Associate Member of the National Association of Enrolled Agents.

Kelly L. Scott, EA, CPLP™

Kelly is a graduate of Southern Wesleyan University where she earned a Bachelor of Science in Business Management. She is an Enrolled Agent and a Certified Professional in Learning and Performance. She is a member of the American Society for Training and Development, the National Association of Enrolled Agents, the National Association of Tax Professionals, and the South Carolina Tax Council.

Michael Kabealo, EA

Michael has been with JK Harris since November of 2005. He started as a Case Specialist and worked his way through the ranks as a Tax Preparer, Audit Case Specialist and now is a Licensed Taxpayer Representative. He earned his Enrolled Agent card in 2007. Prior to joining JK Harris, Michael was a Senior Internet Consultant in California and a Project Manager for a liquidation company in Ohio. He has a Bachelor of Arts degree in Geography from Ohio University.

Leah McLaughlin, EA

Leah has been with JK Harris since 2003. She began as a Case Specialist and worked her way up to Lead Case Specialist for the Special Assistance Group, Case Specialist for the Audit Department and then Case Specialist for the Abatement of Penalties team before becoming an Enrolled Agent in 2008. She has a degree from Ivy Tech State College in Indiana, and previously worked in the collections department for a credit card company. She is currently a member of the National Association of Enrolled Agents and the South Carolina Association of Enrolled Agents.

Ron Rotzko, EA

Ron came to JK Harris in 2006 as a Tax Preparation Specialist. He became an Enrolled Agent in 2009 and works as a Licensed Taxpayer Representative. Ron is a member of the National Association of Enrolled Agents and the South Carolina Chapter of Enrolled Agents. Ron retired from the US Air Force and has since worked in various managerial positions prior to joining our team of professionals.

John Harman, JD

John Harman received his Bachelor of Arts degree from Wake Forest University and his Juris Doctorate from West Virginia University. Beginning in 2007, John has been eligible to represent taxpayers before the IRS and various state revenue agencies. John has assisted clients for JK Harris & Company as a Licensed Taxpayer Representative since 2008.

Robert Cheyne, EA

Bob joined J.K. Harris Advisors, LLC as a Financial Planner in 2008. He now works as a Senior Tax Advisor and Business Valuation Specialist for JK Harris & Company, LLC. Bob earned his Bachelor of Science degree in Chemistry from Merrimack College, North Andover, MA. He earned the Chartered Financial Consultant (ChFC) professional designation from the American College in 2008, and the CERTIFIED FINANCIAL PLANNER professional designation in 2009. In 2010, following successful completion of the required IRS examinations, he became an Enrolled Agent, licensed to represent taxpayers before the IRS. Prior to joining J.K. Harris, Bob spent five years in the financial services industry, working for American Express Financial Advisors, Ameriprise Financial, and Carolina Capital Management. He has significant experience advising clients on the best ways to resolve IRS problems and minimize future taxation.

Stephen Nettles, EA

Stephen has been with JK Harris since September of 2008. He earned his Enrolled Agent card in 2010. Stephen has over 20 years of executive financial management experience in the quasi-governmental and non-profit fields. He has five years of banking and financing experience as well as numerous years of tax preparation experience. Stephen is a graduate of Williamsburg College with a degree in Business Management.

Pecolia Mitchell, EA

Pecolia has been with JK Harris since August 2003. She has began as a Case Specialist and worked her way up to Lead Case Specialist, Supervisor of Primary Tax Service and her current position, Tax Analyst. She became an Enrolled Agent in 2010. She earned her Associates degree in Accounting from Trident Technical College and Bachelors in Accounting from Strayer University. She is a member of the National Honors Society.

Frank Hutto, EA

Frank Hutto joined JK Harris & Company in 2001 as a Financial Planner. Prior to joining JK Harris, he was a Registered Representative and Agent for New York Life Insurance Company and NYLIFE Securities for three years. Before that, he was a branch manager and Assistant Vice President with First National Bank of SC and First Citizens Bank in Charleston for 25 years. He has a Bachelor of Science degree in Business Management from Charleston Southern University and is a graduate of the South Carolina Bankers School at the University of South Carolina. He completed the CERTIFIED FINANCIAL PLANNER™ Certification Education Program at the College of Charleston. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2005 and an Enrolled Agent since 2009.

April Cantor, EA

April has a Bachelor of Business Administration with a major in accounting and a minor in finance.  Before coming to JK Harris, April’s experience includes management, sales, bookkeeping and tax preparation.  She received her Enrolled Agent designation and became a member of the National Association of Enrolled Agents in 2011. April has worked at JK Harris & Company for three years.

James Wise, EA

 James began his career with JK Harris & Company in the Data Processing department in 2005. In 2005, he moved to the Tax Resolution department and later the Enforced Collections department. In 2008, he began preparing Federal and State Individual Tax Returns while studying for the Enrolled Agents Exam. James is currently a Licensed Taxpayer Representative after becoming an Enrolled Agent with the Internal Revenue Service in 2011.

Jessica Rush, EA

Jessica Rush is an alumnus of the University of Central Florida in Orlando, Florida. She holds a Bachelor of Science Degree in Biology. Prior to coming to JK Harris, she taught High School Science and was a small business owner. Jessica has been with JK Harris and Company since 2007. She is currently a Licensed Taxpayer Representative. She is an active Enrolled Agent and has worked for JK Harris in a number of different capacities, including Tax Resolution, Tax Analysis, and Tax Audit.

Kristen Balkham, EA

Kristen is a graduate of the College of Charleston and holds a Bachelors of Arts degree. She has worked for JK Harris & Company in a variety of capacities and has experience assisting clients with every type of resolution available to them. Kristen obtained her Enrolled Agent designation by successfully passing all three parts of the IRS' rigorous examinations. She regularly attends continuing education seminars and events and is in continuous pursuit of knowledge of new tax laws and information to assist her clients in resolving their tax problems.