STATE OF MARYLAND



STATE OF MARYLAND

BOARD OF INDIVIDUAL TAX PREPARERS

Business Meeting Minutes

December 9, 2019

TIME: 10:00 a.m.

PLACE: 500 N. Calvert Street

3rd Floor Conference Room

Baltimore, MD  21202

PRESENT: Jane M. Bourassa, Vice Chair

Jacqueline Clarke

Victoria Kelly

Javier Solis

ABSENT: Symon M. Manyara

Steven P. Wions, Chair

DLLR STAFF Shanai Jordan, Executive Director

PRESENT: Christopher Dorsey, Assistant Executive Director Matthew A. Lawrence, Legal Counsel

Alicia Coar, Board Secretary

Alexandra Quinn-Bean, Investigator

OTHERS

PRESENT: Thorman Jerry, MSS

Michael Kohler, MSATP

LaShawn Smith, MSS

Sandy Steinwedel, MSATP

Ms. Bourssa, Vice-Chair, called the meeting to order at 10:06 a.m.  

Upon a motion (I) by Ms. Clarke, and seconded by, Ms. Kelly the Board unanimously approved the minutes for the November 18, 2019 meeting with corrections.

Report of the Chair

No report.

Executive Director’s Report

Ms. Jordan informed the Board that there will be (6) six hearings for the January meeting. She also informed the Board that the agency will not be moving in the coming year. Until further notice, all Board meetings will be at 500 N. Calvert Street, Baltimore, MD 21202.

Upon a motion (II) made by Ms. Bourassa and seconded by Mr. Manyara, the Board unanimously accepted the Executive Director Report.

Examination Committee Report

Ms. Bourassa reported on the examination committee’s review of the PSI examination results for November 18, 2019 through December 9, 2019. The examination was administered to 73 candidates: 45 passed, 28 failed. There are 18 candidates currently scheduled to take the exam.

Upon a motion (III) made by Ms. Clarke and seconded by Mr. Kelly, the Board unanimously accepted the Examination Committee Report.

Old Business

The Board resumed its review of the materials provided by Liberty Tax Service concerning its request for the approval of its continuing education courses. The Board chose to place this item on the January agenda for a final decision.

New Business

The Board approved notating on the website that employees of tax services should contact their employer to determine whether or not continuing education offered by the company has been approved be the Maryland Board of Individual Tax Preparers.

Executive Session

No Executive Session

Next Meeting Date

The next meeting of the Board will be held on Monday, January 13, 2020 at 10:00 a.m.   

Adjournment

There being no further business, upon a motion (X) by Mr. Solis and seconded by Ms. Kelly, the Board unanimously voted to adjourn the meeting at 10:50 am.  

_______ With corrections

___X____ Without corrections

Signature on File January 13, 2020

Jane M. Bourassa, Vice Chair Date

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