Get to Know Our Coaches
The key to a vibrant and useful community is having a team of Coaches who can share their real-world experience and lessons learned along the way with other firm owners and potential firm owners.
Ish Dalal, EA
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Meet TCR's Tax Research Specialist, helping members tackle tough tax questions with research-backed insights and live coaching sessions to support smarter tax strategies.
Michael Jamison, CPA
Michael has worked in the field of in public accounting since 2007. He holds the credentials of Certified Public Accountant and Chartered Global Management Accountant.
Alex Roytenberg, CPA
Coming soon!
Katy Ayer, CPA
Coming soon!
What’s a Tax Research Specialist Anyway?
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It’s the person who tackles complex tax questions and brings back reliable, well-researched answers. They help TCR members sort through technical issues, clarify confusing topics, and offer support you can actually trust, right when you need it.
Work on Your Firm. Earn Credit Too.
For a long time we’ve thought our members should get credit for the work they’re already doing here. Inside TCR you’re not just listening to presentations. You’re showing up to sessions, sharing ideas, pressure-testing strategies, and working on your firm in real time. Soon, that work will count toward CPE for CPAs and CE for enrolled agents. Same conversations, same collaboration, just a little more value for the time you’re already investing.
The Collaboration Room (TCR) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.