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Key Personnel

Brief descriptions of the key members of the Sonrise Team


Kenneth N. Shirk, EA – Founder & President

As founder and President of Sonrise TagsAndTax LLC, Ken is the driving force behind the growth and success of the firm.  A graduate of Millersville Univesity, he is listed in several Who’s Who publications for his expertise in clergy tax matters.  Ken is an Enrolled Agent, licensed by the Treasury Department to represent clients before the IRS and also serves as the Executive Director of Son-Set Ministry Inc., a not-for-profit educational organization that provides tax-related information to ministries and ministers.  Churches frequently use Ken as a consultant in matters related to taxes, and compliance with regulations. 

 

Active in the community and his church, Ken is a member of Gideons International, and a former school director. He and his wife Susie, have been married 38 years and have four sons.  He and his wife Susie, have been married since 1970 and have four married sons. In his spare time, Ken enjoys flying kites, reading and working with Susie on home decorating and home improvement projects. After tax season is over they look forward to riding their tandem recumbent bicycle on roads and trails all over the northeastern USA. Apart from tax preparation, Ken’s passion is riding a tandem recumbent bicycle with Susie. Contact Ken if you want to discuss biking!

E-Mail: taxmanken@tagsandtax.com

 

Aaron Shirk, EA – Vice-President

Aaron is both an expert tax professional and an extremely knowledgeable Notary Public.  He started working in the family business as a pre-teen and progressed to tax preparation before graduating from high school.  Few have amassed Aaron’s experience and knowledge in taxes and licensing at such an early age.  Attending tax and notary seminars and workshops throughout each year keeps his skills sharpened.  Aaron is currently serving on the board of directors of both the PA Auto License Brokers and the PA Society of Enrolled Agents. Aaron and his wife Heidi are active in their church and community and have two young daughters.

E-Mail: aaron@tagsandtax.com

 

Susan E. Shirk – Operations Administrator

Susie’s been around the business since Day One. However, a few years ago she gave up her career as a Sonographer to devote her full time to Sonrise.  Her most important function is coordinating the activities between the two offices.  She has primary responsibility for staffing and scheduling at both offices.  A trained tax preparer and Notary, her biggest asset to the business is being the "glue that holds everything together" as April 15th approaches each Spring.  She generally works out of the Mt. Zion office and has a wealth of knowledge regarding all aspects of the Sonrise Operation.  She loves to spend time with her grandchildren and enjoys traveling and being the “stoker” on the tandem bike.

E-Mail: susie@tagsandtax.com

 

Julie Heverling – Tax Professional & Notary Public

Julie came on board in 2003 and has proven to be a very versatile individual.  She is both a Tax Professional and a Notary Public.  Her bubbly personality makes her an enjoyable person to our customers.

 

E-Mail: julie@tagsandtax.com

 

 

Beth Kneasel – Payroll Manager
Beth is an extremely capable individual and a take-charge type of person. She manages the payroll segment of our business from the Mt. Zion office. She first worked for us in 2002, starting as an office assistant and then later preparing taxes and processing payroll. After a 5 year hiatus to devote more time to her family we recently welcomed her return as our payroll manager.

 

E-Mail: payroll@tagsandtax.com

 

Sue Dunbar – Administrative Assistant, Mount Zion Office

Sue resides a few doors down from our Mt. Zion Office and has been an invaluable asset to us for over a decade.  She doesn’t prepare taxes, and isn’t a Notary, but there isn’t much else that she doesn’t do around the office from January thru April 15th.  Anyone calling or visiting our Mt. Zion Office during tax season is likely to be greeted by Sue.

 

Joan Thomas – Administrative Assistant, Ninth St. Office

Joan has been a part of our team since 2005.  Her smile and friendliness will welcome you and put you at ease when you enter our Ninth St office.  Joan is a skilled Notary and also manages the Ninth St office.

 

E-mail: joan@tagsandtax.com

Sharon Arnold – Tax Preparer

Sharon came on board in 2007 after completing her income tax course at the top of her class.  Sharon has a strong background in agricultural issues.  Her friendliness with clients, her good judgment and her strong work ethic make her a tremendous asset to our Mt Zion tax team.

 

E-mail: sharon@tagsandtax.com

 

Cheryl Major – Notary Public
Cheryl joined the Sonrise family in 2010 as a receptionist at the Ninth St. tax office. She quickly became known for her friendly greetings and entertaining manner. Recognizing her assets and contribution to the office, she was commissioned as a Notary Public after tax season and added to the permanent staff. She strives to make every customer feel special as she exudes a zany and infectious personality.

 

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Update: Clergy Tax Appointment Info.


Lebanon Office

346 S. Ninth St.
Lebanon, PA

17042-5906
Phone: 717.273.3100
Fax: 717.273.2200

 

Hours - Mon, Tues, Wed and Fri. 9-6,    Thurs 9-7    Sat 9-2  (Extended hours during tax season)


Mount Zion Office

1509 Mt. Zion Road
Lebanon, PA

17046-9609
Phone: 717.865.2530 717.272.7530
Fax: 717.865.5441

 

Tax Season Hours -

M-F 9AM to 8PM, Sat 9AM-2PM - Remainder of Year by Appointment or "Chance"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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