Our Team

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.

I am a second-year law student at the University of Baltimore School of Law. Previously I worked for the United States Postal Service in various positions for almost 4 years. I was a Peace Corps volunteer as well right after college, where I taught English in a remote village in the Country of Georgia. I started with Strategic Tax Planning in August of this year.

Ambar is a Law Clerk at the firm and helps with client and prospective client cases. Ambar recently graduated from the University of New Mexico with a political science degree. She is currently working on her law school application and plans to study at the University of New Mexico School of Law.

Ben is a case manager for clients and prospective clients at the firm. Ben has over six years of experience in the financial/mortgage industry.

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.

Brandee is an Administrative Assistant that has a diverse background in client services, accounts receivables and payables as well as communication with clients. At Strategic Tax Planning, Brandee serves an important role on the Assemblies team, working with other team members, clients and dealing with the IRS.

Bridget Padilla is our Intake Assistant Manager who helps manage our intake team. She currently speaks with our potential clients, helping qualify them. Bridget has been in sales for over 5 years now and has managed teams. She has two kids at home, along with two Siberian huskies. With her time off she works on her clothing boutique she owns with her mom and sister.

Brittany Jones is the Assemblies Manager for Strategic Tax Planning. Her background includes extensive administrative duties such as client representation, confidential document processing, and billing.

Throughout my studies in undergrad, I worked in the finance industry at JP Morgan Chase and TD Bank. Upon graduating undergrad, I continued my education by attending law school. I took an unorthodox approach to law school as I enrolled in a 2 year accelerated honors program, allowing me to graduate a year earlier than a typical law school program would allow. Throughout my studies, I explored various aspects of law while also utilizing the skills I accrued in the business and finance industry. I was a member of the Honor Society, Trial Advocacy and Practice Society competitor and treasurer. Additionally, I graduated second in my class. My legal career has involved both transactional and litigation work.

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.

Calvin is currently studying Computer Science at the University of Central Florida.

San Diego State University Political Science Graduate (BA), currently based out of Annapolis, Maryland. Caroline has a wide array of experience working in Human Resources management, writing both policy briefs and evaluations, data entry and analytics, in addition to professional experience with sales and consulting.

Chris Mulderrig has over ten years of client relations including significant sales and project management experience. Chris works with businesses throughout the United States to help make them aware of the Employee Retention Credit and to facilitate their refund estimates.

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 was previously a Judicial Intern of the District Court for Howard County in the State of Maryland.

Daisy works in Data compliance as a Case Manager. With over 5 years of experience in customer relations and property management, she aims to deliver a first-class experience to foster strong relationships with her clients. In her free time, Daisy enjoys exploring different neighborhoods in Chicago with her pup Oreo.

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.

After graduation, Danielle started her career in manufacturing as a staff accountant in charge of corporate accounts payables and accounts receivables. She gained a promotion as an accountant in this position, which was a stepping stone that advanced her career in accounting.

David got his start at a public accounting firm in St. Petersburg, FL. It was there that he started to dip into tax work. Davids work ranged from tax dealing with individuals, partnerships, C-corps, and more.

I am extremely passionate about problem solving. My favorite part about being a law clerk is being presented with an issue and being able to directly find results for the client. I enjoy spending time with my team that I work with and being able to work together to achieve our goals.

Admitted in the DC Bar. Application to the New York Bar pending. My experience in tax began as a student attorney in the Janet R. Spragens Federal Tax Clinic where I represented low-income individuals in disputes before the IRS and U.S. Tax Court. During law school, I authored a paper on Regulatory Arbitrage and Financial Technology and was a member of the Alternative Dispute Resolution Honor Society. I also was a Law Clerk at a securities firm headed by a former SEC Chairman.

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.

Jamie attended NESCC on and off for a couple of years. She is hoping to return this year and finish her degree in business.

Jasmine is a highly motivated and progress-focused individual. She contributed organization, motivation and administrative support towards team efforts and business improvements. Jasmine has proven to be effective and collaborative with strong leadership talents.

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.

Joan is a CPA at Strategic Tax Planning and throughout her career has focused on Individual, Small Business, Estate Tax Preparation and IRS Controversy for her clients.

Jordan has a broad spectrum of experience in passthrough entity taxation, international tax, and high-net-worth individuals with a focus on consulting and providing exceptional service to his clients. Jordan previously coached collegiate and professional football prior to changing careers and has enjoyed working with and mentoring current and former athletes.

Former Hospitality Specialist with a focus on fine wine and French Cuisine. Researcher with special focus on Crypto/Blockchain regulation and public policy.

I have a Psychology degree from the University of Utah and have a passion for helping those in need. I have experience working with adolescents, teens, and adults. I have been fortunate to work with those that live all different lifestyles and have gone down different paths in life. I’m excited to share and use the different resources that I have learned over the years to improve the lives of others.

A compassionate administrative support professional with experience in performing a variety of administrative staff and support duties. Proven ability to collect and manage information efficiently and accurately. Excellent written and verbal communication skills and a strong desire to work hard and perform well.

Kim joined Strategic Tax Planning in 2022. She was born and raised in Massachusetts, where she resides with her two children. She has 10+ years experience in customer service & retail management. In her free time she enjoys spending time with her family and friends as well as relaxing by the ocean or with a good book.

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.

I am a hardworking, approachable, dedicated, strong problem-solver, organized, analytical thinker and driven administrative professional with more than 30 years’ experience.

Liz has 12+ years of leadership experience in a wide variety of roles and industries. She specializes in operations and change management.

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.

Madison Bee is a 3L at Howard University School of Law where she has concentrated her education on tax law. She is currently a teaching assistant for Federal Income Tax for the fall 2022 semester and will be the teaching assistant for State and Local Tax for the Spring 2023 semester. She has excelled in federal income taxation, state and local taxation, partnership taxation, and corporate income taxation. In the future, she plans to get an LLM in taxation.

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.

Matt brings more than two decades of professional experience in tax controversy, accounting, financial planning, and small business management. His experience working with individuals and small business owners gives him a unique perspective on the tax-credit issues.

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.

Michael Fenwick is a Client Relations Associate for Strategic Tax Planning. In this role, he is able to inform business owners of their potential eligibility for tax credits due to the impact of the COVID pandemic

Michael Hudak serves as a consultant with Strategic Tax Planning (STP) and utilizes his extensive legal and business experience to assist business clients with developing and implementing strategic priorities and solutions within their business related matters. Specifically with STP, he consults and assists small businesses with regards to the Employment Retention Credit under the CARES Act, which encourages businesses to keep employees on their payroll.

Towson University, 2012, Bachelor's degree in Business Administration/Marketing Graduate

I have 5 years of experience working in accounting and wanting to continue to expand my skills. I currently live in West Virginia with my Husband and 2 children. On my free time I enjoy time spent with my family and friends

Nicole was an Electrician in the U.S Navy and has shaped her into a dedicated worker with a knack for attention to detail. Nicole worked in customer service for 2 years while enlisted and strives to diligently provide the highest quality in her work.

Olivia is a current Senior at Clemson University where she is completing a dual degree in Accounting and Management with an emphasis in data analytics.

Tasked with managing over 400 rental properties, 11 condominium associations, and office staff including property repairs, bill pay, budget planning, monthly meeting planning, annual meeting planning, direct contact with the board of directors for each association, confidential documents, condo law, housing law, etc.

Pauline is a licensed Certified Public Accountant in Maryland. Pauline graduated from the University of Maryland with a Bachelors of Science in Accounting in 1985 and became a CPA in the same year.

Rachael most recently worked in the mortgage industry as a loan processor. She is diligent and detailed oriented. She is thorough in gathering client information, verifying loan documentation to guide each loan from application to a final approval status.

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.

Sarah started working for Strategic Tax Planning in 2022 as a Staff Accountant. She holds a Bachelor’s degree in Business with a concentration in Corporate Accounting from Arizona State University.

Scott has over 15 years of management experience in the customer service industry.

Scott is a frequent speaker and tax consultant on the Research Credit (41 & 174), Employee Retention Credit (ERC), Commercial Energy Efficient Buildings (179D), Residential Energy Efficiency Buildings (45L) and Cost-Segregation/Fixed Asset Studies.

After earning an Associates Degree in Paralegal Studies at the University of Toledo, I was employed as a Personal Injury Paralegal in Ohio. When my children were younger, I stayed home with them until my youngest started school. At that point, I started work as an Administrative Assistant which brings me to my current position as an Intake Specialist. I'm excited to learn and grow with the company!

I graduated with a Fashion Design Degree from Radford University. I completed an internship in NYC at a design company and then moved back to Baltimore where I've been working in banking/mortgages for most of my career.

Stephanie helps entrepreneurs understand their tax options, develop financial freedom, structure their business, and protect their assets. Prior to joining Strategic Tax Planning, Stephanie advised business owners/investors on tax decisions and prepared countless S-Corporation, Sole Proprietor, Partnership, Trust, Estate, and Corporate returns. Her intimate experience with every type of business ensures you have a trusted advisor for important tax decisions related to your business, retirement and legacy.

Prior to joining Strategic Tax Planning, I have over 30 years of experience in customer service relations, administrative assistance and bookkeeping. As a mom to two amazing young men, my goal is to be a better person today than yesterday. When I am not working I like to read, travel, and spend time with family.

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.

Trevor has 7+ years of customer-facing experience in a wide variety of roles, backgrounds, and industries. Trevor specializes in people relations and management.

Vishwa is a Tax Research Assistant at the firm and pursuing her Juris Doctor at the University of Baltimore School of Law. Vishwa conducts legal and statute-based research on the Employee Retention Tax Credit and other government programs. Vishwa was previously a Judicial Law Clerk for the Honorable Judge Sherrie R. Bailey of the Circuit Court for Baltimore County in the State of Maryland.

Yelitza is a Certified Public Accountant in the State of Virginia with over 10 years of experience in accounting, including public accounting and international accounting. She has strong knowledge in accounting principles, financial analysis and planning, and providing the most accurate and compliant financial and accounting services to small and medium sized businesses across a wide variety of industries, throughout multiple states within the US. She is passionate about helping business owners with their financial needs and enjoys developing financial growth and tax savings strategies on their behalf.