Lead Instructor
Anita Monrroy, CPA, EA, MST

Anita Monrroy, CPA, EA, MST

Meet Anita, a driven and accomplished accounting professional who began her career after graduating from California State University, Northridge with a Bachelor of Science in Accountancy. With a strong foundation in tax, Anita honed her skills working at Ernst & Young, a Big Four accounting firm.

From there, she moved on to work with various small to mid-sized accounting firms where she focused on audits and tax returns for a diverse set of clients. As a CPA and Enrolled Agent, Anita is highly respected in her field. She also runs a successful small business, MBSI, and is a Real Estate investor.

With a Bachelor of Science in Accounting and a Master of Science in Taxation, Anita brings a wealth of experience and expertise to her clients, which is a combination of her professional training and her own experience as a small business owner.

Outside of work, Anita enjoys social dancing, and she lives her life with passion, dedication, and grace. She currently resides in Reseda, California with her two beloved chihuahuas. Whether at work or play, Anita is a well-rounded individual who approaches everything she does with enthusiasm and a commitment to excellence.

Guest Instructor
Connie Lorz, EA

Ish Dalal, EA, NTPI Fellow

Ish is an EA who focuses on international tax issues and IRS representation. He provides research support to peers, synthesizing complex authority into stepwise, plain-English guidance.

He contributes across the profession through CSEA involvement at both chapter and state levels and through NAEA ethics and editorial engagement. In 2025, CSEA recognized him as Emerging Leader of the Year.

Ish mentors aspiring EAs and champions careful analysis, ethical practice, and clear communication.

Guest Instructor
David Hilliard, EA

David Hilliard, EA

David Hilliard graduated from Cal Poly Pomona in 2001 with a degree in Animal Health Science. After 20 years as a knight at Medieval Times, he entered the tax industry in 2009, where he now defends taxpayer rights with over 25 years of management and customer service experience.

He represents clients before the IRS and other government agencies while also teaching continuing education and sharing practice improvement strategies with fellow tax professionals. David has served in numerous leadership roles within the California Society of Enrolled Agents at both state and local levels.

At Chatterton and Associates, Inc., he organizes and mentors a team of EAs, CPAs, and CTEC registered tax preparers. When not riding to the rescue of clients in distress, David enjoys time with his wife Patricia, their three children - Ella, Melody, and Wyatt - and their golden retriever, Montana.

Guest Instructor
Geoff Plourde, EA, CPA

Geoff Plourde, EA, CPA

Geoff is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues and has significant experience working with distressed businesses.

He is an active member of the California Society of Enrolled Agents and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution.

He holds an MS in Taxation from Golden Gate University and an MBA from the University of Southern California.

Guest Instructor
Claudia Stanley, CPA, EA

Claudia Stanley, CPA, EA

Claudia Stanley is a practicing CPA & EA in the Fresno area, as partner in C. Stanley, CPA & Associates. She is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, president of the Central California Chapter of Enrolled Agents and as treasurer of Fresno's local chapter of American Business Women's Association.

In 2001 she was named one of Top Ten Women of the Year in the nation by American Business Women's Association. In 2022 she was named CSTC's member of the year.

She frequently speaks on various tax topics, gives annual Federal and State tax update presentations, and hosts weekly roundtable discussion groups on Zoom.