The Crew

Zach Smith, Managing Partner, CPA joined Pilot-Tax after several years at a large regional accounting firm specializing in small and medium-sized businesses. Graduating from Indiana University Kelley School of Business, Zach is responsible for overseeing
the tax preparation staff and consulting services at Pilot-Tax. Specializing in the preparation of small business returns and complex personal returns, Zach is here to answer any of your questions large or small. zsmith@pilot-tax.com

 Brett Morrow, Partner, is the founder of Pilot-Tax. He is employed by the airline industry and has also served in the areas of Flight Attendant Recruitment and New Hire Training Instructor. Since 1990, Brett has specialized in tax issues related to the airline professional and their families. With this first-hand experience of the airline industry, new hire situations, and the knowledge of tax law, you can be assured that if there is a change that affects you, he will know about it! bmorrow@pilot-tax.com

Debbie Orr, Office Manager, joined Pilot-Tax in 2004.  She is responsible for training and overseeing the Customer Service staff addressing the needs and issues of our clients via phone or e-mail.  Debbie shares responsibility for website and organizer design, and reviews completed tax returns with our clients prior to E-Filing.  dorr@pilot-tax.com

Cindy Marshall, EA, Project Manager and Senior Tax Preparer, Cindy joined Pilot-Tax in 2005. She has 15 years of experience preparing individual tax returns and specializes in foreign-based clients and various complex tax issues. cmarshall@pilot-tax.com

Don Wilson, EA, Staff Accountant, joined Pilot-Tax in 2017 and has 9 years of experience in individual tax accounting. Don is well versed in all areas of tax with specific interest in small business and rental property taxation, as well as solving complex tax situations. dwilson@pilot-tax.com

Bonnie Haruch, EA, Staff Accountant, has 30 years of experience in individual tax accounting and previous experience as a manager at a national tax preparation company.  Bonnie joined Pilot-Tax in 2004; she is an expert in various aspects of education credits and deductions, rental properties and specializes in multi-state tax issues. bharuch@pilot-tax.com

Sherry Gregory, EA, Staff Accountant, has 33 years of experience in individual taxation. Sharry joined Pilot-Tax in 2015; she is well versed in all areas of tax with specific interest in small business, rental properties and retirement issues.  Sherry very much enjoys serving our clients! sgregory@pilot-tax.com

Deborah “Tula” Whitaker, Staff Accountant, has 21 years of experience in individual taxation. Tula joined Pilot-Tax in 2003; she is well versed in all areas of tax with specific interest in education credits, small business and rental properties. dwhitaker@pilot-tax.com

Byron Smith, Staff Accountant, has 17 years of experience in individual tax accounting. Byron joined Pilot-Tax in 2013; he is well versed in all areas of tax with specific interest in small business and rental property deductions.  bsmith@pilot-tax.com

Kathy Wells, EA, is an Audit Specialties with Pilot-Tax with specific experience in handling IRS and State Audits as well as correspondence letters.  Prior to joining Pilot-Tax in 2012; Kathy spent 32 years working for the IRS.  She started her time there working the Toll -Free Phone line answering all individual tax questions pertaining to tax law, refund and account issues.  She then moved into an examination’s role reviewing individual income tax returns for issues and errors.  In 2000, Kathy began working for the Taxpayer Advocate Service, an independent organization within the IRS to assist taxpayers with tax issues that are causing financial difficulty and have not been resolved through normal IRS channels.  In this role she worked a variety of issues, from general account problems, Audit reconsiderations and congressional inquiries.  In 2012, Kathy became acquainted with Pilot-Tax while working on Audit reconsideration for several of our clients.  She subsequently retired from the IRS and came to work at Pilot-Tax handling Audits and correspondence issues. Kathy has been a huge asset for Pilot-Tax and is here to help in the event that you need her!