May 11, 2026 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  
Jane Bourassa
Alex Franks
Brian McCurdy  
Sean Elavia

STAFF                 
PRESENT:         Christopher Dorsey, Executive Director
Sharron McNeill, Administrative Officer II
Paige Bryant, Administrative Specialist
Robert Pambianco, Legal Counsel              

OTHER
PRESENT:       Aajah Harris, Office of the Commissioner
Yehuda Tenenbaum, MSATP
William Feurer

              
                             
BOARD/STAFF               
ABSENT:            Janice Shih

Call to Order

Ms. Carter-Gray, Chair, called the meeting to order at 10:03 a.m.  

Upon Motion (I), by Mr. Elavia, and seconded by Ms. Bourasa, the Board unanimously voted to approve February’s open session minutes.
  

Report of the Chair

Ms. Carter-Gray announced that she attended the MSATP’s event for new registered tax preparers on May 7th. She stated that was a good chance to meet with new preparers and hear their stories, as well as answering any questions or concerns that they had about the Board. She mentioned that she would like the Board to be involved in these types of events going forward.

Executive Director’s Report 

Mr. Dorsey made the Board aware that the Sunset bill has passed and has been extended until July 1, 2032.

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 Two-hundred, fourteen (214) candidates overall: one hundred (100) of which were first attempts. Of the first attempts, thirty- eight (38) passed and fifty- nine (59) failed on their first attempt, thirty- eight (38) repeated attempts passed, and seventy- six (76) had repeated failed attempts.

Upon a motion (II) by Mr. Elavia and seconded by Mr. Franks, the Board unanimously approved the Examination Committee Report.

New Business

No new business

Old Business 

The Board made a final vote to accept the changes to the Code of Conduct, effective July 1, 2026.

Upon a motion (II) by Mr. Elavia and seconded by Mr. Franks, the Board unanimously approved the Code of Conduct revisions.

Upon a Motion (IV) by Ms. Elvia and seconded by Ms. Bourassa, the Board unanimously approved last meetings closed session minutes.

Closed Session

No closed session. 

Adjournment

There being no further business, upon a motion (V) by Mr. Elavia seconded by Mr. Franks, the Board voted unanimously to adjourn the meeting at 10:30 a.m.

Next Meeting Date

The next meeting of the Board will be held on Monday, June 8, 2026, at 10:00 a.m.

____With corrections                                                                      x   Without corrections

              
Signature on file                                                                          6/15/2026                                                                                                                                
_________________                                                                       _________________           
Nayo Carter-Gray, Chair                                                                          Date