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From choosing tax-filing software to maximizing deductions to tracking your refund, Personal Finance Insider is here to guide you through tax season.
We’ve put together a tax review board for 2022, a group of experts who review our tax stories to make sure you’re getting the most helpful and accurate information.
Each of the experts is a certified public accountant (CPA) or Enrolled Agent (EA). You can read more about them below.
Michele Cagan
Michele Cagan is a CPA, author, and financial mentor. With more than 20 years of experience, she offers unique insights into personal financial planning, from breaking out of debt and minimizing taxes to maximizing income and building wealth. Michele has written numerous articles and books about personal finance, investing, and accounting, including “The Financial Recovery Workbook,” “Retirement 101,” and “Debt 101.”
In addition to her financial know-how, Michele has a not-so-secret love of painting, Star Wars, and chocolate. She lives in Maryland with her son, dogs, cats, and koi. Get more financial guidance from Michele by visiting her website.
Lisa Niser
Lisa Niser has been doing taxes for 25 years, first with Big Four accounting firms and for the past 19 years, on her own. She helps individuals and small business owners feel in control of their taxes throughout the year so they have the confidence to make informed decisions.
Luis F. Rosa, CFP®, EA
Luis Rosa is the founder of Build a Better Financial Future LLC. He came to the US at age 11 from the Dominican Republic. Growing up in New York City and now living in California, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.
From participating as an FPA NexGen and CFP Board ambassador, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry.
He is the host of the “On My Way to Wealth” podcast and cofounder of the BlatinX (BLX) Internship Program and LatinXcellence, an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020 and 2021 and one of 8 Hispanic Personal Finance Influencers to Follow for Money Advice by The Penny Hoarder.
Luis has reviewed the following articles:
Sheneya Wilson, MS, MBA
The People’s CPA, Sheneya Wilson, MS, MBA, is a serial social entrepreneur, investor, and wealth educator. She is the founder and CEO of Fola Financial LLC, a financial services firm dedicated to empowering others through the use of financial education and economic enrichment, the Tax Essential Learning Program (T.E.L.P), an IRS-certified tax education program, and a private fintech company.
As a CPA for the people, she prides herself in educating and providing exceptional financial services to creative entrepreneurs, small business owners, investors, and affluent professionals, all while training and developing the next generation of elite accounting advisors and tax professionals.
She has been a featured tax expert in The New York Times, Forbes, Pix11, CNBC’s Squawk Box, and currently serves on Business Insider’s Tax Review Board. To her, “Education is the most powerful weapon you can use to change the world.” – Nelson Mandela.
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