Meet the Team
At Federal Direct Tax we are committed to ensuring you receive the best service and support you need when owning your own tax return office. We’re people like you, as we like to get to know you, learn about us and put a face to the name…
Management
Joe Rogers, EA
President
Joe is the founder and President of Federal Direct. His educational background comes from Indiana University where he has a bachelor’s degree from the Kelley School of Business focusing on marketing and economics. He has over 17 years of hands-on industry experience and has consulted with over 1,900 independent tax offices to date. Joe is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate tax matters.
John Rogers, EA
VP Account Development
John’s educational background comes from an AA at Belleville Area College, IL, BA in Economics from Indiana University, MBA from the University of Indianapolis and Chartered Life Underwriter and Chartered Financial Consultant designations from the University of Maryland. John has spent most of his career in financial planning and sales and is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate matters. John has led the team adding and developing new offices with Federal Direct for the past 12 years along with providing high-tier complex tax support to our partners.
Joshua Long
IT Manager
Joshua has worked at Federal Direct for over 10 years and spends most of his at-work hours developing time saving and business development tools to help Federal Direct partners deliver better customer service and easier access to industry tools. Joshua is also the webmaster at Federal Direct and manages our website and partner portals, along with overseeing all software and technical support to our partner offices, and their employees.
Tina Harvey, EA
Marketing Director & Premier Accounts Manager
Tina works tirelessly helping Federal Direct partners develop and implement marketing strategies and campaigns to help bring new customers to their tax businesses. Tina has a bachelor’s degree from Ball State University where she majored in Marketing, and she completed her Masters in Business Administration during 2019. Tina is passionate about assisting Federal Direct offices engage immigrant and other niche markets and is a Certifying Acceptance Agent with the IRS for processing US tax return for undocumented immigrants and assisting them obtain ITIN numbers. Tina is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate tax matters. Tina heads the ITIN department at Federal Direct and is an account manager who works with our partners to help them get a better understanding of the tax industry and how profitably run and grow their tax businesses.
Deric North, EA
Continuing Education Director & Premier Accounts Manager
Along with tediously compiling the information and data for the Federal Direct IRS approved continuing education and various state level course materials, Deric is also a graphic design guru who creates most of the marketing materials available through Federal Direct. Deric is an Enrolled Agent and is licensed to practice and represent clients before the IRS in both individual and corporate tax matters. Deric works with the higher level tax problems that come through Federal Direct’s office and is a hands-on manager assisting Federal Direct partners better their office’s tax knowledge and customer service.
Anthony Berryman
IT Ops Specialist
Anthony has been with Federal Direct Tax Services since 2012. He attended Ivy Tech Community College in Bloomington, IN where he earned his degree in Computer Information Systems. Anthony works alongside our partners daily setting up their office networks, hardware, and software in preparation for each tax season. Year round, Tony endeavors to make our partners’ offices run smoothly and to resolve technical support issues allowing for better customer experiences throughout the entire tax filing process.
Richard Coffey, EA
Tax Support
Richard is an Enrolled Agent with 17 years of experience working in the tax industry, 2 years physically managing a retail franchise tax office, and is now in his 5th tax season with Federal Direct. Richard heads up our up our training department assisting new offices learn how to best navigate and use our tools and resources and works to convert new users of our tax software into tax prep gurus! Richard is an Enrolled Agent and spearheads Federal Direct’s IRS representation activities advocating for your clients and helping them solve big tax issues. Richard has a bachelor’s degree in accounting and is pursuing his Masters in Taxation from Indiana University’s Kelly School of Business.
Adam Wade
Business Development Manager
Adam specializes in helping new tax office owners develop and formalize their tax business startup plans and operations. When starting your own tax office there are a lot of questions and details that have to get prioritized and evaluated. Adam assists Federal Direct partners navigate these challenging decisions and helps with making the best educated decisions for growing tax businesses. Adam’s is an IRS AFSP credentialed tax preparer and is preparing for the Enrolled Agent exams. If you are hitting the books as well, give him a call; he can sympathize, and help you get your tax office headed in the right direction!
Leah Beatty
Partner Operations
Leah earned her Bachelor’s degree majoring in public relations at Ball State University. She has joined the Federal Direct team with an experienced professional background in Digital Marketing and Media management. She has provided in-house marketing and promotional ops management for legal industry clients. Leah works with Federal Direct partners assisting with IRS and State level enrollment needs, software deployment and integration, customization, and general navigation of the Federal Direct suite of products and services. Helping partners identify the needed steps, tools, and resources to make the most out of their relationship with Federal Direct is Leah’s mission!
David Cuffel
Account Executive
David joins the Business Development team at Federal Direct assisting both current partners and new partners along their tax office startup and growth journey. Federal Direct has many tools in the toolbox and David specializes in helping our partners navigate these opportunities one decision at a time towards a successful end goal. What software functionality, add-on tools, and training packages are right for your tax business to help you grow? David would love to have this conversation with you!
Rhonda Long
Partner Orientation & Tax Support Specialist
Rhonda brings her long history in the tax industry to her role helping new Federal Direct Partners get onboarded and acclimated to the tax software and the ins and outs of general tax preparation. Rhonda has an MBA from Indiana Wesleyan focusing on Finance and Accounting. She comes to Federal Direct following a twelve year tour of duty with the Internal Revenue Service where she focused on individual tax compliance and assisted taxpayers navigating the intricate networks of IRS tax matter resolution. Rhonda also has owned and operated a private tax preparation firm in the Indianapolis market since 2014 and can lean on her years of tax office management when discussing and helping you deal with the growing pains of your own tax prep business!
Dr. Brian Perryman
Tax Support Specialist
Brian is an IRS Enrolled Agent and a certified Tax Resolution Consultant. He holds a Bachelor’s degree in Finance, an MBA in Management and a Doctorate in Aviation and Space Education. Dr. Perryman brings a wealth of experience to the Federal Direct tax and continuing education team spanning a variety of industries, 20+ years of college level teaching, as well as multiple entrepreneurial ventures in the tax and education industry. Brian got his start in the Tax industry as a Federal Direct Partner in 2014 before joining the in-house tax support team. Don’t hesitate discussing challenging situations you come across running your own tax office with Brian; he has been exactly in your shoes!