Mission Society of Enrolled Agents


Torie Charvez, EA President
Contact Me	Torie has been preparing taxes since 1990 and earned her EA in 2005. She became a member of NAEA, CSEA and Mission September 2005. Torie is one of our SEE class instructors. She also does a variety of other speaking/teaching engagements, including speaking on taxable scholarships and stipends to the Graduate Students at Stanford. She was honored top receive EA of the Year 2008-2009, and has proudly served the members of Mission as a Director, Vice-President and President Elect. She is also currently working on her Masters in Taxation at Golden Gate University in San Francisco.

Robert Davi, EA
President Elect

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Bob brings the understanding and experience of over 30 years in key positions at both large & small, leading-edge technology companies, including a ‘start-up’ to Initial Public Offering.

Combined with over 8 years in Tax, Business Planning & Consulting, Bob has a unique ability to assist Silicon Valley Businesses and Individual clients with their Tax, Business Planning and Financial Services needs.

Education: BSEE Santa Clara University [SCU]; MBA Courses [SCU & SMU]; EA Certification; & Registered Investment Representative

Membership: NAEA, CSEA, MSEA [Director: 2008-11, Vice President 2010-11], IEEE Life Member.


Cynthia Leachmoore, EA Vice President
Contact Me	Cynthia passed the EA exam in 1998, and became an NTPI fellow in 2001. I addition to tax preparation and representation, Cynthia lectures and has published articles on Registered Domestic Partner taxation. She also teaches workshops for the IRS in Santa Cruz County. Cynthia shares a practice with her husband in Soquel.


Connie Wei, EA Secretary
Contact Me	Connie became an Enrolled Agent in 2007 and joined MSEA in April 2008. She became a MSEA Board of Director in 2009 and currently serves as Secretary. Connie is also the current Chair of the MSEA Membership Committee. She is honored to have the opportunity to serve MSEA. Connie is a full-time employee of Intel Corporation with over 10 years experience in the Expatriate Tax Department in Santa Clara, California.


Linda Kolakosky, EA Treasurer
Contact Me	Linda worked in government accounting for 10 years before moving to California and becoming an Enrolled Agent in 2006. After having met MSEA members at the test site, she became a member of MSEA, NAEA, and CSEA soon after. She participates on the Education Committee and recently became the CPE Administrator for education events. Linda is employed by Welkley & Tucker, Inc. where, in addition to individual and business tax preparation, as a QuickBooks ProAdvisor, she provides business clients with QuickBooks bookkeeping and support.


Jessie Singh, EA Immediate Past President
Contact Me	Jaswant S Jessie, EA after working many years in leading-edge technology companies in Silicon Valley, started his Tax Consulting Business in 1993, Jessie Tax Services in Sunnyvale, CA. Over the period, he added additional services, Bookkeeping, Payroll, Sales & Use Tax and Audit Representation to Individual and Businesses. Since 2001, he start working full time with additional staff and with a unique ability to help Individual Clients (Including International Incomes) and Businesses with their Taxes. Jessie specializes in Individual and Business planning and complex tax issues, and can be reached at Jessie@Jessietax.com. He worked on various MSEA Committees and was Chairperson for the Mini-Seminars events for many years. He taught IRS/ EDD payroll seminars, VITA Classes and Basic CTEC class. Jessie also volunteered his time to other community services. He was Chairperson for San Jose Punjabi Community 2008 & 2009. Jaswant S. Jessie passed the EA exam in 1996 and joined the Mission Society of Enrolled Agents in 1999. In 2003 he became a member of the MSEA Board of Directors, later becoming Secretary in 2007, prior to becoming Vice President, President Elect [2009-2010], and served as President [2010-2011], of the very distinguished Chapter MSEA.


Jill Mendenhall, EA CSEA Director
Contact Me	Jill became an Enrolled Agent in 2006 and has been a member MSEA, CSEA, and NAEA since 2004. She currently participates on the Membership and Public Information and Awareness (PIA) committees at both the chapter and state level. In 2007, Jill was elected to the MSEA Board of Directors and currently serves on the CSEA Board of Directors. She is honored to have received the 2007-2008 MSEA Enrolled Agent of the Year and NAEA Outstanding Volunteer Award. Jill presents small business seminars for the IRS in Santa Clara County and has a tax practice in Mountain View where she offers tax preparation, planning and audit services to individuals and small businesses.


Richard DeVaney, EA Director (2nd Yr of 2 year term)
Contact Me	Richard DeVaney became an Enrolled Agent after 20+ years in accounting, tax and finance positions with high technology companies. In addition, he has owned and operated small businesses and regularly consults with small business owners and prospective owners. As a real estate investor, he also advises in matters of rental investments. His tax practice in Campbell includes individuals and small business services. Education: BS- Accounting and Finance from Cal Poly, San Luis Obispo; MBA Santa Clara University Memberships include MSEA, CSEA,and NAEA


Marie Sairy, EA Director (2nd year of 2 year term)
Contact Me	Marie has been preparing taxes since 1997. She became an Enrolled Agent in 2001 and joined MSEA right away. Marie is active on the Membership Committee since 2005. She is currently managing her tax practice, providing tax preparation and consulting for individuals and small businesses. Marie is also working with clients having international tax issues.


Nancy Pyzel, EA Director (2nd Yr of 2 year term)
Contact Me	Nancy is an EA with 20 years tax experience. She has a BA in finance, M.B.A. in financial planning, Series 7 and 66 licenses, and California Insurance license. Nancy founded her Cupertino firm, A Life Well Spent, in June 2008.


Ilse Beck, EA Director (Fullfilling 2nd Yr of 2 year term)
Contact Me	Ilse became an EA in 2001 and has been a member of Mission since then. Her business is located in San Jose/Willow Glen area. She forcuses primarily on individual tax returns. In addition, Ilse also has a bookkeeping practice serving the Bay Area, and belongs to an accounting group. An active member of MSEA, she is also involved with coordinating the SEE classes for MSEA and is an instructor for the VITA Program.

Myra Thompson, EA
Director (1st Year of 2 Year Term)

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Myra became an Enrolled Agent in 1981, and joined MSEA, CSEA and NAEA the same year. She is currently MSEA Education Chair.

Received Enrolled Agent of the Year 2010-2011 Award
Obtained IRS EA designation 1981
Currently MSEA Director and Education Committee Chair
Past MSEA President-Elect, 1st VP, CSEA director & Membership Committee Chair
Author MSEA website article “IRS Fresno Service Center Tour”
Past instructor for Vita, SEE & CTEC classes
Past Speaker at CSEA on behalf of MSEA & Event Planner for MSEA

In addition to managing a small individual tax practice she works as a Senior Tax Analyst for Intel Corporation in their Expatriate Tax Department.


Larry Behage, EA Director (1st Yr of 2 year term)
Contact Me	Larry Behage became an Enrolled Agent in 1998. He has been preparing taxes for 15 years, with a focus on small businesses, rental real estate and trusts. Larry has also been representing taxpayers before the IRS since 1999. He has a degree in accounting and earned a certificate in personal financial planning from UC Santa Cruz. Larry earned the Certified Financial Planner designation in 2004.


Melinda Meyers, EA Director (1st Yr of 2 year term)
Contact Me	Melinda (Mindy) Meyers started working for Bob Metcalf in 1973 while still in high school. Bob was one of the early Enrolled Agents in San Jose. Mindy got her EA in 1981 and has been doing taxes ever since. She inherited Metcalf’s tax practice in 2009 and continues on in his stead. Her practice is approximately 400 returns and she mainly does individual taxes.


Jack C. Borok, EA Director (1st Yr of 2 year term)
Contact Me	Jack Borok owns a tax practice in Sunnyvale, CA. and specializes in individual tax preparation, especially for home bound clients. He became an enrolled agent in 2003. Jack passed his licensing exams as a CPA, real estate agent, stockbroker, and Certified Financial Planner and is a well rounded financial professional. Immediately prior to working in the tax field, Jack was a financial manager at Intel Corp, a controller at a software company, and consulted with a variety of electronics firms.