CALL TOLL FREE:   800.342.0031978.535.9753
Contact UsLocate An EA

List of Officers

 

 

 

 

Elizabeth Logan, EA –  President:

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 and professionals. In the lulls between tax seasons, she researches tax topics, writes books, and represents clients before the IRS. She has an MBA from the University of Maryland and two engineering degrees from Georgia Institute of Technology.

Geetu Wallecha, EA- 1st Vice President

Paul Hewick, EA 2nd Vice President

dale

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.

John Pearson, EA- Secretary

Mark Lawless, EA-Director

Amit Johar, EA – Director

Jessica Prince, EA – Director

Poonam Walia, EA – Director

Lisa Wright, EA, MST- Director

 

John Warren EA-Immediate Past 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.

 

Joyce Ann Mohr, EA –  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