September 14, 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
Brian McCurdy
Sean Elavia
STAFF
PRESENT: Christopher Dorsey, Executive Director
Paige Bryant, Administrative Specialist
Robert Pambianco, Legal Counsel
OTHER
PRESENT:
Yehuda Tenenbaum, EA
Andrew Friel
Timothy Atkinson, Court Reporter
Jonathan Phillips, Legal Counsel
BOARD/STAFF
ABSENT: Janice Shih
Alex Franks
Call to Order
Ms. Carter-Gray, Chair, called the meeting to order at 10:06 a.m.
Upon Motion (I), by Mr. Elavia and seconded by Ms. Bourasa, the Board unanimously voted to approve June’s open session minutes.
Report of the Chair
No report
Executive Director’s Report
Mr. Dorsey made the Board aware that the Tax Preparer’s Exam has been updated to cover 2025 Tax subjects, as of July 1, 2026.
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 fifty-seven (57) candidates overall, thirty (30) of which were first attempts. Of the first attempts, twelve (12) passed and eight-teen (18) failed on their first attempt. Three (3) repeated attempts passed, and twenty-four (24) had repeated failed attempts.
Upon a motion (II) by Mr. Elavia and seconded by Mr. McCurdy, the Board unanimously approved the Examination Committee Report.
New Business
The Board reviewed and approved a continuing education course titled Maryland State Tax Essentials for Tax Preparers.
Upon a motion (III) by Ms. Bourassa and seconded by Mr. McCurdy, the Board unanimously approved New Business.
Old Business
No Old Business
Closed Session
Upon a motion (IV) by Mr. Elavia and seconded by Ms. Bourassa, the Board voted to move to a closed session at 10:21 a.m. via a Google Meets teleconference, where log-in information was only provided to Board members and staff. Persons Present: members Carter-Gray, Bourassa, McCurdy, and Elavia; Staff: Dorsey, Bryant, and Pambianco. The purpose of this session was to protect confidential attorney-client communications and licensing information shielded by the Maryland Public Information Act in regard to an application (as permitted by Sections 3-305(b)(7) and (b)(13) of the Open Meetings law). Topics of Discussion: Application disclosure. Action taken: The Board voted to table the discussion to obtain more information
Return to Open Session
At 10:55 a.m., upon a motion (V) by Mr. McCurdy and seconded by Ms. Bourassa, the Board returned to open session.
Hearing
A hearing was conducted
Upon a motion (VI) by Mr. Elavia and seconded by Ms. Bourassa, the Board returned to closed session to discuss the outcome of the hearing at 11:33 a.m.
Upon a motion (VII) by Mr. Elavia and seconded by Ms. Bourassa, the Board approved motions made in the closed session and returned to open session for adjournment.
Adjournment
There being no further business, upon a motion (VIII) by Mr. McCurdy seconded by Ms. Bourassa, the Board voted unanimously to adjourn the meeting at 11:52 a.m.
Next Meeting Date
The next meeting of the Board will be held on Monday, October 19, 2026, at 10:00 a.m.
__x__With corrections Without corrections
Signature on file 10/22/2026
___________________________________ ___________________________
Alex Franks, Vice Chair Date