February 09, 2025 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
Janice Shih
Jane Bourassa
Alex Franks
Brian McCurdy
Sean Elavia
STAFF
PRESENT: Christopher Dorsey, Executive Director
Paige Bryant, Administrative Specialist
Robert Pambianco, Legal Counsel
OTHER
PRESENT: Tenisha Bomar
Sarah McDermorr, Assistant Commissioner
Aajah Harris, Office of the Commissioner
Devki Virk, Commissioner of Labor & Industry
Yehuda Tenenbaum, MSATP
Mary Beth Halpern, MACPA
William Feurer
BOARD/STAFF
ABSENT:
Call to Order
Ms. Carter-Gray, Chair, called the meeting to order at 10:04 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
Mr. Dorsey made the Board aware of the upcoming annual Tax Preparer’s Exam meeting will be held April 21- 23. The location has yet to be announced but is presumed to be held at The Hotel Indigo as in previous years.
Also, Mr. Dorsey reminded Board members that the deadline to file the annual financial disclosures is April 30.
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 One-hundred, sixty, six (166) candidates overall: eighty- three (83) of which were first attempts. Of the first attempts, thirty- six (36) passed and forty- seven (47) failed on their first attempt, thirty- three (33) repeated attempts passed, and fifty (50) 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 discussed the proposed legislation concerning Workplace Fraud that was presented by Devki Virk, Commissioner of Labor & Industry.
Upon Motion (III) by Mr. Elavia, and seconded by Ms. Bourassa, The Board voted to send a letter of support of the legislation to be passed
Old Business
No old business
Closed Session
Upon a motion (IV) by Mr. McCurdy and seconded by Mr. Elavia, the Board voted to move to a closed session at 10:59 a.m. via a Google Meets teleconference, where log-in information was only provided to Board members and staff. Persons Present: members Carter-Gray, Shih, Bourassa, Franks, 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 allow an application to proceed.
Return to Open Session
Upon a Motion (V) by Ms. Elvia and seconded by Ms. Bourassa, the Board unanimously approved the motions made during the Closed Session.
Adjournment
There being no further business, upon a motion (VI) by Mr. McCurdy seconded by Mr. Elavia, the Board voted unanimously to adjourn the meeting at 11:13 a.m.
Next Meeting Date
The next meeting of the Board will be held on Monday, May 11, 2026, at 10:00 a.m.
____With corrections x Without corrections
Signature on file 5/15/2026
_________________ _________________
Nayo Carter-Gray, Chair Date