Jaye E Tritz, EA, CFP® holds a bachelor’s degree from Northwestern University and has recently retired from active tax practice. She was formerly a multi-unit franchise owner with H&R Block, having been twice honored as National Franchisee of the Year by that company. During her thirty-one-year career as a tax preparer, she earned her Enrolled Agent designation in 1997 and became an NTPI Fellow in 2010. Jaye is also a Certified Financial Planner and holds Series 6, 7, and 63 securities licenses. Jaye has been a nationally recognized instructor and presenter for over 15 years.