William joined the firm as a Tax Compliance Associate. After graduating, from the University of Connecticut with a degree in Accounting, William worked for his family's business for a few years before deciding to pursue new opportunities in the accounting field. In his free time, William explores his interest in investing and likes to conduct research on the markets.
Alaina handles the data entry at the firm for clients and prospective clients. Although this is her first time in data entry, Alaina is detail-oriented and attentive when it comes to her work. She earned her Associates' Degree at the Anne Arundel Community College and is currently pursuing a Bachelor's Degree at the University of Maryland.
Badger is a Law Clerk at the firm and helps with client and prospective client cases. He is currently a student at the University of Baltimore of Law. Badger has a wealth of experience in multiple industries which has led to his appreciation for supporting small and local businesses.
Bob joined the firm as a Document Management Associate in 2022. He drafts the engagement agreements and delivers them to potential clients. Prior to joining the firm, Bob was in the Navy for 20 years and was deployed 10 times. He worked in Nuclear Power as an Electrician supplied electrical power to aircraft carriers. In his free time, Bob enjoys watching baseball and football games, volunteering at the Virginia Beach K9 Justice League fostering local shelter dogs and preparing them for adoption.
Brandon helps businesses get started with the process of claiming tax credits. He graduated from Towson University with a Bachelors degree in Economics. Currently, Brandon is pursuing his J.D. at the University of Baltimore. He lives in Crownsville, Maryland, and enjoys listening to music, hiking, playing tennis, and interacting with animals.
Caitlin is a case manager for clients and prospective clients at the firm. She has experience as a Customer Service Representative / Processing Specialist for multiple Insurance and Benefit Administration companies. After working for the insurance companies, Caitlin has several years of processing and data analyst experience from when she worked as a Mortgage Loan Processor, eventually becoming a Processing Team Lead in. She attended Townson University in 2012 with a Bachelor of Arts degree in Psychology. When she is not working, Caitlin enjoys going to the beach, being on the water, taking the boat out, and spending quality time with friends and family.
Christina was born and raised in Annapolis, Maryland. She has recently completed her B.S. in Environmental Science and Policy at the University of Maryland College Park. Christina has had a passion for volunteer work all of her life, some of which has included medical aid in Northern Thailands, work with Surfrider Foundation, and local Annapolis fundraising. She has recently graduated from the University of Maryland is excited to discover and try new things including learning with Strategic Tax Planning.In her free time, Christina enjoys traveling, volunteering, skiing, hiking, and surfing. She has volunteered for medical service in the rural villages of Northern Thailand, beach clean-ups and fundraising for the Surfrider Foundation, and local Annapolis festivals.
Claudia is a Law Clerk at the firm and pursuing her Juris Doctor at the University of Baltimore School of Law. Claudia conducts legal and statute-based research, developing client memos on the Employee Retention Tax Credit and other government programs. Claudia is also a Judicial Intern of the District Court for Howard County. Claudia brings more than a decade of health care and management experience, spanning the private payer, provider, and government markets. Having collaborated and led teams of private payers, national and international pharmaceuticals, managed care organizations, and government agencies, she is a subject matter expert in health care policy reform and policy analysis. Claudia grew up in the DMV area and received her Bachelor of Science in Public Policy & Management from Carnegie Mellon University. She went on to earn her Masters of Science in Healthcare Policy & Management from Carnegie Mellon University. In her free time, Claudia volunteers for the Pro Bono Resource Center of Maryland and the Maryland Volunteer Lawyer Services, supporting the Tax Sale, Homeowners, and Immigration Clinics. She also enjoys hiking with her two rescue dogs and trying new recipes.
Dana Purkey joined Strategic Tax Planning in 2022 as the Client Services Manager. Dana holds a Bachelor’s degree from East Tennessee State University and has contributed to sales and project management oversight in prior positions before joining Strategic Tax Planning. Dana grew up in suburban Maryland and currently resides in Frederick, Maryland with her dog Bella.
After graduating from Towson University with a degree in business management, Dan work in multifamily property management for 6 years. He has always had an interest in personal finance and wealth management and joined Strategic Tax Planning to move his career in line with is interests. For STP, Dan works mainly in data compliance helping clients submit the proper documents needed for the ERC. Outside of work Dan enjoys playing guitar, video games, and traveling.
Jacob provides tax consulting services at the firm. He worked at the Low Income Taxpayer Clinic when he was at the University of Baltimore. Jacob is currently the associate editor of the University of Baltimore Law Forum. Outside of school and work he enjoys spending time outside. Jacob also likes to grow much of my own food in my garden and spends time hunting and fishing.
Jasmine is an Intake Specialist for potential clients at the firm. She has a diverse background with titles and industries ranging from Client Relations Specialist for an online marketing company, Buyer for a Quantum Electronics company, to Court Room Clerk & Civil Department/Domestic Violence Clerk at A.A. CO. Circuit Court. She has also worked for a Maryland Lobbyist as an Assistant and has interned as a Clerk for a Maryland State Senator.She attended Delaware State University where she studied Business Management Marketing thereafter she transferred to Howard University and earned a Bachelor of Science degree.When not working Jasmine enjoys spending quality time with her 2 children/family members/friends, traveling, the beach, festivals and trying new restaurants and different foods. She also sings in a Gospel group called R.E.I.G.N. with her cousins and uncle.
Jessica is an intern at the firm and specializes in legal research and data entry to prepare employee retention credit eligibility for current and prospective clients. She currently attends Loyola University Maryland majoring in Accounting with minors in Philosophy and Asian Studies. Jessica is actively pursuing her CPA license. In her free time, Jessica enjoys reading, traveling to new places, and spending time with her dogs.
Lauren is a case manager for clients and prospective clients at the firm. Lauren has over 10 years of experience in the financial/mortgage industry. While working as Mortgage Loan Processor, she received multiple awards for closing the most loans month over month. Lauren studied at Carroll County Community College. In her free time, Lauren loves to travel, going to the beach, spend time with her family and friends, and most of all, spend time with her dog, Sophie.
Luis is a Law Clerk at the Firm and assists with clients and prospective clients. He is currently a rising third-year law student with an interest in health law and public health emergency management. Conducting Employee Retention Credit (ERC) research provides an engaging crossover between tax law and public health emergency law. His professional experience includes working at a health law firm in Atlanta, Georgia, and at Emory University's institutional review board. Luis worked in the Medical-Legal Partnership Clinic as a student attorney during the 2021-2023 school year with a focus on Social Security benefits for Baltimore City residents living with HIV/AIDS.
Matthew Costa is a CPA and Certified Financial Planner™ with over 14 years of financial advisory and tax experience. Matt was a Manager at RSM, a top 5 national advisory and accounting firm. Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Business Administration with Majors in Finance, Accounting, and a directed study in Economics in 2010. Matt serves businesses and individuals holistically for their wealth management, tax compliance, and overall financial and tax planning.
As a dedicated and detail-oriented accounting professional, Megan Sterner has been meeting the accounting needs of businesses of all sizes for the past ten years. She currently works as a senior accountant for Lombardo Ayers and Company, LLC located in Annapolis, Maryland handling financial services for small to large businesses. Her experience and expertise reside in comprehensive business consulting, CFO services and forensic accounting. Prior to becoming an accounting professional, Megan spent five years in a supervisory position managing human resources and internal logistics. With this experience and a strong passion for business, she can apply her skills and forensic consulting acumen to a broad range of client industries. To further her professional skills, Megan is currently enrolled in a Master’s in Accounting Program, and upon completion, will be sitting for the CPA Exam.
Rita joined Strategic Tax Planning as an Intake Specialist in 2022. Prior to joining the firm she was a paralegal specializing in personal injury and medical malpractice. Her years of customer service allows her to provide the best customer service possible to clients and prospective clients. Rita resides in Crofton, MD.
Ruthvik works in the firm’s intake department where he manages the client intake process. He earned his bachelors degree from the Towson University with a major in Economics and minor in Business Administration. Ruthvik resides in Cockeysville, Maryland with his dog, Perseus, and enjoys playing cricket and chess in his free time.
Sreeja is a Data Entry Specialist at the firm. She assists with the data entry for clients and prospective clients. Sreeja aspires to be a data scientist one day. She currently live in Cockesyville, Maryland with her family and dog, Percy. Sreeja spends a lot of her free time playing volleyball, playing music, or hiking!
Tina provides tax consulting services at the firm. Her experience as a tax attorney allows her to assist individual and business clients with completing tax matters. Tina earned her J.D. at the University of Baltimore School of Law, where she also gained hands-on experience as a Student Attorney and Law Clerk with the University of Baltimore Tax Clinic. She has worked with many local organizations including the Maryland Volunteer Lawyers Service (MVLS) Tax Clinic, Maryland State Bar Association, American Bar Association, and the Maryland Higher Education Commission. Tina is currently pursuing her Master of Laws in Taxation at the University of Baltimore, with an anticipated completion date of May 2022.