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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