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List of Officers

John Warren EA-President:  [ Details ]
John has over thirty years of tax preparation experience. He also has experience with Fortune 100 corporate and international tax software design and application development. Most recently he verifies tax software compliance and has become a subject matter expert for a do-it-yourself retail software product. He just founded a fresh idea venture of an experienced tax professional consortium to serve the Medford area. He prepares individual, small business and non-profit tax returns. He is an enrolled agent and officer of MASEA. John seeks to become a NPTI fellow.

Elizabeth Logan, EA – 1st Vice President: [ Details ]
Beth has a tax practice and consulting company in Chelmsford. She focuses on helping individuals and small businesses. She teaches tax classes to lay persons at Roudenbush Community Center. In the lulls between tax seasons, she researches tax topics including attending BitCoin conferences, dialoguing with EAs in states with medical marijuana, discussing annuities with financial planners, and much more. Her other work time is spent helping small businesses grow as a management consultant and advising on financial decisions which can impact their taxes. She has an MBA from the University of Maryland and two engineering degrees from Georgia Institute of Technology.

John Pearson, EA- 2nd Vice President

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Dale Lewis, MBA, CFA, CFP, EA – Treasurer : [ Details ]
Dale Lewis prepares tax returns and advises on taxes for individuals and corporations for H&R Block. Prior to becoming an Enrolled Agent, she was a Senior Manager for Corporate Market Strategy at Lucent Technologies. She began her career as Technical Librarian at Bell Laboratories in Murray Hill, NJ. Along the way she earned an MBA from Boston University and a Financial Analyst Charter from CFA Institute. She is a Fellow of the National Tax Practice Institute, and a member of NATP, NSTP, FPA, CFA Institute and Boston Securities Analysts. She enjoys teaching advanced tax courses, representing taxpayers before the IRS, helping clients with life’s financial decisions, and personal investing.

Amit Johar, EA- Secretary

Mark Lawless, EA-Director

Geetu Wallecha, EA – Director

Richard Sweeney, EA – Director
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Nathan S Zielonka, EA – Director : [ Details ]

 

 

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Albert F Juppe, Jr., EA -Director [ Details ]
My name is Al Juppe and I am the principle owner of Superior Tax Service. I have been preparing taxes for over 30 years and have been an enrolled agent since 1997. I worked for H&R Block for 19 years and opened my own practice in 2008.  I have also over 40 year of accounting experience.   I prepare personal and trust tax returns, help with FASA filings, setting up payment plans, audits, and tax representation. I am always thinking of how I can keep my client out of trouble and I am also trying to get the best tax result for them when I am preparing their taxes. I have been a board member since 2015 working on cable TV and mentoring other enrolled agents.

Joyce Ann Mohr, EA – Immediate Past President : [ Details ]
Joyce Mohr, EA is the owner of Taxes Plus, a tax preparation and consulting business with locations in Rockport Maine and Somerville Massachusetts. She is a graduate of Boston University. She began her career in tax by managing a retail tax office for a major US tax preparation company where she also taught continuing education classes to tax preparers in areas including: international, rental and depreciation. For many years she taught Part II of the Special Enrolled Agent Test Preparation course through MaSEA.  She is a seasonal software quality assurance analyst for a do-it-yourself tax preparation product. She has been an enrolled agent and a member of MaSEA since 2007. In 2013 she was honored with the MaSEA Enrolled Agent of the Year award. She is serving as a director on the board of the National Association of Enrolled Agents (since 2015). In 2010 she co-founded “Acacia in Kenya” an outreach project that partners with community leaders in Mumias, Western Kenya to care for and educate the community’s high school girls www.AcaciaInKenya.org.

Vincent Valvo- Executive Director