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TriTech Services Insurance Tax

  • Meet the Processing Team


  • Consulting & Review Team


  • Bob Sartori - more info
  • Christine Gustafson - more info
  • Beth Barton - info pending
  • Harry Smith- info pending
  • Jan Gillerin - more info
  • Jennifer Liotta-Harris - more info
  • Jim Drew - more info
  • John Wagner - more info
  • Kevin McGurl - more info
  • Linda Brouillard - more info
  • Lisa Gates - info pending
  • Mary Caputo - more info
  • Paul DeMartino - info pending
  • Robert P. Fruth - more info
  • Tax Processing Services Team


  • Christopher Hertzog - more info
  • Kristin Owen - more info
  • Rebecca Wu - more info
  • Ami Powers - more info
  • Bethany Miller - more info
  • Donna Rodrigues - info pending
  • Joyce Voyles - more info
  • Kristen Plum - more info
  • Lei Shi - more info
  • Lin He - more info
  • Stefanie Panning - info pending
  • Chris Hertzog

    Chris Hertzog has been with TriTech for 10 years. Chris has a BBA in Accounting from Midwestern State University and is a CPA. He owned and operated his own small business, which was a tax preparation firm, before working for TriTech Software. He worked as a Product Developer, Lead Tester, and Manager of the Quality Assurance Team before moving into the tax compliance service arm of TriTech. He has served as the Manager of Tax Services and Compliance at TriTech Services for eight years.

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    Kristin Owen

    Kristin Owen is the Assistant Manager at TriTech Services. She assists in overseeing all aspects of the tax processing division, and is also responsible for client account management, tax compliance, and the review and preparation of returns. She received her bachelors degree from The University of North Texas, and has over 13 years of tax management and preparation experience. Kristin joined the TriTech team in 2007.

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    Rebecca Wu

    Rebecca Wu is a CPA who began working at TriTech in 2004. She graduated with an MS in Accounting from The University of Texas at Dallas. For the eight years she has worked with TriTech, she has been a state income tax and premium tax Product Developer, a premium tax Product Lead, and is currently the Manager of the Quality Assurance Group. She is now also involved in overseeing client account management, tax compliance, preparing and reviewing returns and other aspects of tax processing.

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    Ami Powers

    Ami Powers began her tax career out of college at Allmerica Financial in Worcester, MA. She worked as a Life Premium Tax Analyst for six years. After completing graduate school, Ami decided to leave the tax/financial industry to stay at home with her three children. Now that her children are all in school full time, Ami is delighted to be back in the industry working as an external tax preparer for TriTech Services.

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    Bethany Miller

    Bethany Miller graduated from Ashland University in Ohio with a double major in accounting and finance. She began her career as a premium tax and statutory accountant and in 2011, joined TriTech Services as a tax preparer.

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    Joyce Voyles

     Joyce Voyles received her BS degree from Southern Illinois University of Edwardsville, Illinois in 1975. She stared working in the Insurance Industry in 1980 as a Financial Accountant, and moved to Premium Tax Accountant in 1981. In 2006 she began working at TriTech Services as a Tax Processor. She holds the position of Tax Services Account Lead and is primarily responsible for client account management, tax compliance, and the preparation and review of returns.

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    Kristen Plum

     Kristen Plum received her bachelors degree from The University of Texas at Dallas in 2011. Shortly after graduating, she started to work at TriTech Services as a Customer Service Representative/Administrative Assistant. Early in 2012, she became a tax processor and now holds the position of Tax Services Account Lead. Kristen is primarily responsible for client account management, contacting states, the preparation of returns, and payment file procedures.

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    Lei Shi

     Lei Shi graduated from Texas Tech University with an MS in Accounting and an MA in Economics. She joined TriTech in 2011 and her job duties include processing tax returns, communicating with clients, managing processors, and contacting states.

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    Lin He

     As a tax services account supervisor, Lin He is mainly responsible for communicating with clients, contacting states, and overseeing processors work. She joined TriTech in 2005 after receiving a MS degree in Information Systems from The University of Texas at Arlington. While working at TriTech, she also earned her masters degree in accounting from the same school in 2007.

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  • Contact TriTech


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