June 8, 2026 Business Meeting Minutes - BOARD OF INDIVIDUAL TAX PREPARERS

TIME:      10:00 a.m.

PLACE:                VIA Google Meet Teleconference
100 S. Charles St., Tower 1
Baltimore, MD  21201

PRESENT:   Nayo Carter-Gray, Chair  
Jane Bourassa
Alex Franks
Brian McCurdy  
Sean Elavia

STAFF   
PRESENT:   Christopher Dorsey, Executive Director
Sharron McNeill, Administrative Officer II
Paige Bryant, Administrative Specialist
Robert Pambianco, Legal Counsel     

OTHER
PRESENT:    Mary Beth Halpern, MACPA
William Feurer
Kristin Rubin
Andrew Friel

BOARD/STAFF               
ABSENT:            Janice Shih

Call to Order

Ms. Carter-Gray, Chair, called the meeting to order at 10:02 a.m.  

Upon Motion (I), by Mr. Elavia, and seconded by Ms. Bourasa, the Board unanimously voted to approve January's open session minutes.

Report of the Chair

No report of Chair

Executive Director’s Report 

No Executive Director Report

Examination Committee Report  

Ms. Bourassa reported on the Examination Committee’s review of the PSI examination results from the last meeting until the present. The examination was administered to twenty-one (21) candidates overall, ten (10) of which were first attempts. Of the first attempts, four (4) passed and six (6) failed on their first attempt. One (1) repeated attempt passed, and ten (10) had repeated failed attempts.

Upon a motion (II) by Mr. McCurdy and seconded by Mr. Elavia, the Board unanimously approved the Examination Committee Report.

New Business

No new business

Old Business 

No old business

Closed Session

No closed session. 

Adjournment

There being no further business, upon a motion (III) by Mr. Elavia seconded by Mr. Franks, the Board voted unanimously to adjourn the meeting at 10:0 a.m.

Next Meeting Date

The next meeting of the Board will be held on Monday, September 14, 2026, at 10:00 a.m.