Instructor Information

Sherrill L. Gregory, MBA, MST, EA, USTCP developed and began teaching Preparing to Practice Before the US Tax Court after passing the exam on her first attempt in 2000.  She is proud that 50% of the people who were successful over the past 3 exam cycles ('02, '04, and '06) took her prep course. 2008 exam cycle material preparations are underway.

She received her Bachelor of Arts (Business Administration, Accounting), Master of Business Administration (Finance), and Master of Science (Taxation) degrees, all from California State University (Fullerton campus) between 1988 and 1993. She passed the SEE on her first attempt in 1991 and became an enrolled agent in 1992. A Fellow of NTPI (National Tax Practice Institute), Sherrill served as President of the NTPI Graduate Fellows Association during 2003-2004 and was Editor of the Fellows Forum 2001-2003. She still contributes a regular column called Tax Court Corner.

Sherrill loves to teach other professionals and it shows in her level of preparation, dedication, and commitment to her students. Since 2002 she has been a regular instructor for NAEA, teaching at NAEA's TaxPro in 2002, leading discussions at breakout groups for NTPI's Level II in 2002 and 2003, and as an instructor at NTPI each year beginning with 2004.

Sherrill wrote articles about the Tax Court exam process for CCH's Journal of Tax Practice and Procedure (June/July 2003) and NAEA's EAJournal (May/June 2007, available on this web site). Articles on other topics have also been published in the EAJournal.

Sherrill is a member of the National Association of Enrolled Agents (NAEA) and California Society of Enrolled Agents (CSEA).  In 2004 she received the prestigious NAEA-EF Excellence in Education award. She began serving NAEA as a director in May 2005 and was elected as the Secretary/Treasurer for the 2008-09 governance year.

Her firm, located in Southern California, specializes in tax services for individuals and businesses, including tax preparation and consulting, and representing tax controversy issues through the U.S. Tax Court.  The firm also provides complete business services, including write-up, financial projections, consulting and planning.  Sherrill is also a licensed Real Estate Broker and Notary Public.

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