Who We Are

Full Service.
At your service.

With over 100 years of combined experience, we have the know-how to help you navigate a constantly changing world today – and capture new opportunities tomorrow. Whether it’s tax, payroll, human resources, or CFO outsourcing, you can count on us no matter what comes next.

Heather has over 15 years of experience in public accounting. She oversees and performs outsourced Controller and Chief Financial Officer services for the firm. Heather’s expertise lies within not-for-profit organizations, particularly in regards to compliance issues and OMB Circulars. Her proficiency includes grant budgeting and reporting on Federal, State and Local levels, audit and review readiness, and fiscal management. In 2017, Heather became licensed to offer consulting services for the Standards for Excellence® program by completing an exclusive professional development initiative that gives independent consultants the knowledge, skills, and tools necessary to work with nonprofit organizations across the country interested in learning about and implementing the Standards for Excellence® code. Heather is currently Treasurer of the Anne Arundel County Chamber of Commerce; previously, she volunteered as a financial consultant to the Boys and Girls Club and served on the Board of Control for Coast Guard Mutual Assistance. Heather is a proud member of Leadership Anne Arundel’s 2016 Flagship class. Heather has a Graduate Certificate in Nonprofit Management from the University of Florida and B.S. Business Administration – Accounting from the University of West Florida.

When not in the office, Heather is most likely spending time with her husband, son and daughter. She loves Broadway, a variety of music genres, and tends to turn everything into song somehow. Heather is an avid Florida Gator fan, and does not hesitate to give a big “GO GATORS” shout-out when she crosses paths with others in orange and blue.

Pat manages the audit and attestation practice for the firm; this practice area includes audits, reviews, compilations, and agreed-upon procedures engagements for a wide range of clients. A significant portion of his time is spent working with nonprofit organizations, privately-owned companies, labor unions, and employee benefit plans. Pat has served as a director and treasurer on the boards of several not-for-profit organizations, and is a member of the 2009 class of Leadership Anne Arundel’s Flagship Program. When not in the office, Pat enjoys spending time on the water or at one of his children’s many sporting events. Pat has a M.S. in Accounting and Financial Management from the University of Maryland University College and B.S. in Accounting from the University of Baltimore.

Norma has over 35 years in private industry and public accounting. Norma’s career began in the private industry where she served as the Controller for a local small business, and then progressed to larger organizations, including a large U.S. property and casualty insurance company and a start-up IT company. She has spent the last 15 years in public accounting, helping her husband, Thad, grow his local CPA practice. Norma also served as CFO for a local PEO during this time. Norma’s career in the private industry brought a wide range of accounting experience that serves all areas of our practice, including: CFO, Consulting, Payroll, HR, Audit, and Tax. She specializes in government contracting and project accounting, and is the Sage Intacct Implementation and Accounting Specialist. Norma has a B.S. Business Administration from the University of Baltimore.

Thad brings a wide range of experience to bear as a managing member of the team. Building on his accounting degree from the University of Baltimore, he’s served as a legislative auditor with the State of Maryland, chief accountant for the Health Services Cost Review Commission, and a staff accountant with McGraw & Simmons in Annapolis before becoming a managing member of Toal , Griffith & Ragula, eventually forming TMDL, know today as Compass US.

Thad is just as dedicated to his family and community, serving for 15 years as a fast-pitch travel softball coach, often traveling around the country to face off against other elite travel players. In fact, 81 of the girls he coached went on to play college softball – and that’s a number he’s particularly proud of.

Bart specializes in providing advisory services specific to the Printing and Packaging Industry, as well as the traditional CPA services of accounting, audit and tax – nationwide. Bart focuses on assisting business make the transition from entrepreneurial firms to professionally-managed organizations; this includes counseling business owners on management continuity and succession planning, personal financials, retirement and estate planning, and buy/sell/merge opportunities. His easy-going style emphasizes a “holistic” approach to management that aligns business objectives with the owner’s personal goals; this customized service provides a clear framework for the management team to achieve success. Other specialized services include: value-added strategies, mergers and acquisitions, cost accounting and hourly cost rates, compensation and incentive plans, management reporting, research and development (R&D) tax credit, IC Discs, and other tax minimization strategies for manufacturing entities.

Bart’s notable accomplishments include authoring numerous leading financial and tax articles on hot topics affecting the printing and packaging industry. He also speaks at industry events, and provides counsel to national and regional printing associations on tax legislation. Bart has also been an expert witness regarding financial matters affecting companies within the printing industry.

When not at work Bart enjoys most forms of outdoor adventure and exercise, such as hiking, biking, rafting, skiing, running…. As long as his knees hold out.

With over 40 years of experience as a certified public accountant, John brings a wealth of expertise to every engagement. He has a unique perspective in the areas of accounting, tax, and business consulting services. John’s primary focus is advising small business owners on issues related to business, personal, and estate-gift taxes. He holds degrees from the University of Maryland and the University of Baltimore, and has a strong background in federal and state tax laws and compliance. Additionally, John has supervised income tax compliance, research, review, and planning for numerous closely held business entities and high net worth individuals.

Andrew is a CPA with more than a decade of experience in public accounting providing tax planning and compliance services to businesses, individuals, estates, and trusts. He is specifically focused on Estates and Trusts and takes pride in being able to guide clients through the unique challenges of fiduciary tax with an emphasis on simplifying and explaining the process from start to finish. Andrew received his Bachelor’s and Master’s degrees from James Madison University. Outside of work, Andrew enjoys spending time with his growing family and immersing himself in the waterside lifestyle of the Annapolis area.

Kristie is an accountant in our tax department, with 7 years of public accounting experience focusing on small business and individual income tax. In addition to her income tax work, Kristie also assists clients with their payroll, sales tax, bookkeeping and CFO needs. Kristie is an expert QuickBooks user for both the online and desktop platforms. Outside of the office, Kristie enjoys spending time with her dogs, Dixie and Zoe. Kristie also enjoys watching college football, cheering “ROLL TIDE” for her Alabama team. Kristie has a B.S. in Accounting from the University of Maryland.

Kim has over 30 years of public accounting experience including accounting, tax, reviews, and compilations. She has served as treasurer for her neighborhood’s HOA, Rolling Knolls, and the Rolling Knolls Elementary School PTO. She received her Bachelor’s Degree from the University of Maryland University College in 1997 and received the status of Certified Public Accountant in 2000. Kim was born and raised in Annapolis and is a diehard “Redskins” fan (refusing to call them by their new name). When not at work she can be found boating on the South River with her husband and two boys or at their Ocean City beach house.

Kathleen is a Senior Tax Advisor within our tax department. Prior to joining Compass US in June 2024, she gained three and a half years of partnership, corporate, and individual tax compliance experience at a “Big 4” firm in the Hampton Roads, Virginia area. Most of her experience is in the Real Estate sector. Kathleen is a Certified Public Accountant in both Maryland and Virginia. She attained both a B.B.A. in Accounting and M.S. in Accounting – Taxation, from James Madison University – Go Dukes!

Rachel is an Enrolled Agent and entered public accounting in 2016 after working over a decade in the private sector. She focuses on business taxes and non-profit entity filings. She received a Master of Science in Forensic Accounting from Liberty University and a Bachelor of Arts in Computer Science from Hofstra University. Outside of work, Rachel enjoys writing, live comedy theater, and life with her dogs and family.

Allison is a CPA who focuses on tax preparation for individuals. She graduated from the University of Delaware with a B. S. in Accounting and began her career working as an auditor for NYSE- and NASDAQ-listed companies prior to joining the firm in 2023. Outside of work, she likes to play tennis and go for walks with her Goldendoodles.

Bryan is a Senior Auditor for the firm, with 3 years of public accounting experience. His work has been primarily with non-profits, labor unions, and employee benefits plans. Bryan is currently a CPA candidate. Outside of work, Bryan enjoys spending time with his wife, 3 dogs, and 3 cats. Bryan also enjoys going to the gym, cooking, and hiking. Bryan has a B.S. in Accounting rom Salisbury University.

Sara is a Senior Auditor for the firm. Prior to Compass, her work was with large and small public accounting firms gaining extensive experience in the healthcare, not-for-profit, higher education, and homeowner’s association sectors. When not in the office, Sara enjoys outdoor activities and adventures that include field hockey, running, hiking, skiing, and sailing. She also loves volunteering at local animal shelters and hanging out with friends and family. Sara has a B.S. in Accounting from Rowan University.

Ben is an Audit Associate that is new to the firm. He joined Platform CPAs in 2024 after previously working in the Mining Industry for 3 years. He is currently pursuing his bachelors degree in Accounting and Finance at the University of Maryland Global Campus. Outside the office, Ben is and avid history fan, loves trivia, and endlessly talks about personal finance.

Emily is an audit associate with Platform CPAs. She has prior industry experience in the not-for-profit sector, particularly in government funding. She is pursuing her CPA with ongoing studies at the University of Maryland. She earned her Bachelor’s degree in Accounting and Business Administration from Houghton University in 2020. Outside of work, she enjoys baking sourdough, home reno projects, and running with her husband & golden retriever.

Erica is a Senior Accountant, specializing in outsourced CFO services. Her work is focused on the not-for-profit industry, serving clients across various accounting platforms from QuickBooks to MIP. With over 10 years of customer service experience, Erica is skilled at problem solving and project management. Outside of work, Erica enjoys reading, cooking, and spending time with family. Erica has a B.S. in Accounting from Towson University and a Small Business Management Certificate from Prince George’s Community College.

Sarah is a CPA in our firm’s CFO department. She graduated from University of Maryland, College Park, in 2018 with a B.S. in Accounting. She has over 6 years of experience working in both public accounting and private industry and plans to focus her work on the non-for-profit industry. Outside of work, Sarah can be found spending time with her two dogs. Sarah also loves biking and frequents the countless bike trails all over the DMV.

Danielle is an accountant, and has over 20 years’ experience in public accounting with a focus on income tax preparation, tax planning, and CFO service. Throughout her career, Danielle has also been the accountant for her husband’s construction business, giving her an in-depth perspective on small businesses and their unique needs. When not in the office, Danielle enjoys cooking and completing home improvement projects, as well as spending time with her family and four-legged “children.” Danielle has a B.S. in Business and Accounting from the University of Maryland and A.A. in Business Management from Anne Arundel Community College.

Brittany is a staff accountant, working with clients in bookkeeping and payroll across several platforms. She spent over 10 years in the private sector, and has brought her expertise in QuickBooks, both online and desktop versions, to our team. Outside the office, Brittany is an avid outdoors person. She enjoys spending time with her family on hikes, going to sporting events, and running.

Molly is a senior business advisor providing support with CFO and outsourced accounting across multiple platforms, including Sage Intacct and QuickBooks. Additionally, she is on our implementation team for Sage Intacct for our accounting clients. Molly holds a Master’s degree in Human Resources Development and started her career in talent acquisition and onboarding. After making the switch to the finance world, she worked as an operations accountant in the banking industry for over 7 years prior to joining our team. Molly brings expertise in Excel and data manipulation, and is happiest when she is knee-deep in a spreadsheet, building an automated process.

Patricia is a Business Advisor at the firm, working with both bookkeeping and tax clients, and has over 25 years of experience in both public accounting and the private industry. She excels in QuickBooks for both the desktop and online platforms, and is also proficient in Accounting CS for bookkeeping and payroll processing. Outside of the office, Patricia is an active member in her church community. She enjoys spending time with her family, and is a dedicated softball and marching band mom. Patricia and her husband love being a strong support system to their children in all that they do.

Amy is a staff accountant, joining the team with over 35 years’ experience in bookkeeping through her work in banking, small business, and legal industries. She services clients using QuickBooks, Intacct and Accounting CS platforms, and is knowledgeable in converting accounting systems. In her free time, Amy is busy with her 4 children and 6 grandchildren. Her and her husband love to hike, travel or just enjoy the Chesapeake Bay.

Bio coming soon.

Elena is a Certified Public Accountant. Possessing an international background, she has more than 15 years of experience in corporate accounting and tax preparation. Over the years, her high attention to detail and problem-solving abilities have been much appreciated by both her clients and employers. She enjoys living with her family on a beautiful farm on the Eastern Shore of Maryland where she takes particular pleasure from the annual migration of hummingbirds to the farm.

Olivia graduated from Greensboro College in 2023 with a double major in Accounting and Business Administration/Economics and double minor in Business Analytics and Spanish, where she was also a member of the softball team. Olivia was first an intern with Compass, formerly TMDL, for two summers. In her spare time, she enjoys going to Orioles games, the beach, and spending time with her sisters and cat, Louis.

Linda has 35 year experience in finance. Before joining Compass US she worked for the Anne Arundel Dept. of Health as the Payroll Supervisor. All though she has held different positions within the field, payroll is her passion. Outside of work, she enjoy watch baseball (Go Nat’s), spending time with her family and her Siberian Husky, Jukkasjarvi.

John is the firm’s Office Manager, keeping everything in the office working the way it is supposed to. John sets up the firm’s IT equipment, manages operational contracts, and meets the firm’s administrative needs from digital filing to client invoicing. When not in the office, John enjoys working in the yard, tending his garden, hiking, swimming, and playing pool. John is a Certified Respiratory Therapist, Essex Community College.

Karen has 12 years’ worth of administrative experience in the public accounting industry. Karen is everything from traffic controller to phone operator to document management specialist, and whatever falls in between. Outside of the office, Karen sells Avon products and spends time with her family. She is married, and a mother of 3 young men. Karen’s favorite places to travel are California, Florida, and Chicago, IL. Karen has coursework in Human Development/Early Childhood Education from Pennsylvania State University.

Marilu is new to public accounting and to Maryland. Prior to moving from the Garden State, she was a Clinical Trial Coordinator for a Biotech Pharma Company. Outside of work, Marilu likes to venture out and get to know her new home state.

Leo is an administrative assistant with more than eight years of administrative and legal assistant experience in ADA law. He studied at Mesa Community College and has Associate’s Degrees in Computer Science and Art. New to the accounting field, he joined the Annapolis branch of Compass US in 2023 after moving to Maryland from Arizona and hasn’t looked back. On top of experiencing his new home state, Leo has 20 years of dance experience in Ballroom, Hip-Hop, and Country, is usually travelling for dance events and socials.

BS Accounting Salisbury University

MS Taxation University of Baltimore

CPA and Certified Exchange Specialist

Attended University of Maryland College Park received Bachelor’s degree. Attended Howard Taft University received Master’s in Taxation degree. Enrolled Agent with permission to represent clients before the IRS and QuickBooks Pro Advisor (2008 – Current).

Proficient in Corporate, Partnership and Individual tax, Financial Statements and financial planning.

Member of National Association of Enrolled Agents, MACPA, AICPA. Community memberships; Operation We Care, Delmar VFW

Outside interest are social and community events.

Graduate of Loyola College with a BBA in Accounting. My professional memberships include AICPA and MACPA and I am currently a member of the Wor-Wic Community College Accounting Program Advisory Committee. I have been in public accounting for 25 years and worked as a CFO for a real estate development company for 11 years. I live in Salisbury with my husband Frank.

Cindy has over 40 years in public accounting. Her career began in a local firm on the Eastern Shore of Maryland after graduating from Salisbury University with a degree in Accounting. She was instrumental in growing the firm through several partner transitions. Cindy has worked closely with several local non profits during her career and proudly serves on the Salisbury University Foundation Board and the Foundation’s Grants and Scholarship committee.

When not in the office, Cindy can be found in the company of her children and grandchildren, practicing yoga and traveling.

Tasha is a licensed CPA in Maryland. She has a BS in Accounting along with an MBA and an MS in Accounting. Her expertise is in corporate and individual taxes as well as financial statements and tax planning. Tasha is a member of both the AICPA and the Maryland CPA association. In her past time, Tasha enjoys spending time with her family, reading and traveling.

Info coming soon.

Cindy is a Business Advisor at the firm, working with bookkeeping, payroll and tax clients, and has over 30 years of experience in both public accounting and the private industry. She is a CPP through the American Payroll Institute. She is certified in QuickBooks for both the desktop and online platforms, and is also proficient in AMS for payroll processing. Outside of the office, Cindy enjoys spending time with her husband of 41 years, her 3 sons, and grandson. Cindy is very active in the church community and spends most of her weekends singing with The Homeland Singers out of Salisbury MD. She has traveled to over 18 states singing.

Info coming soon.

Hannah is a graduate of the University of Maryland, College Park where she earned a dual degree in Accounting and Finance. She is an Eastern Shore native – born and raised in Salisbury, Maryland. As a CPA candidate, Hannah is a detail-oriented and motivated individual. She brings a strong academic background, a passion for numbers, and a commitment to accuracy to the team. Outside of work Hannah enjoys spending time with her friends and family, reading, and going to the beach.

Info coming soon.

Jen is a staff accountant who has over 8 years of bookkeeping and customer service skills. Her background involves working as the CFO at a local insurance agency and as a professional conference planner. From her past experiences, she grew passionate about numbers and helping businesses thrive. She has a BA in Economics from SUNY Albany and is currently enrolled at UMGC to further pursue her accounting career.

During her down time, you can find Jen relaxing outdoors. She also enjoys live music and making memories with her friends and family. Jen is an active member of the community and the Eastern Shore Running Club.

I am currently a full time student at Salisbury University on track to graduate this May with my Bachelors in Accounting. In the fall I plan to continue my education at Salisbury MBA program while also studying for my CPA license.

Julie is an Eastern Shore native- born and raised here in Salisbury, Maryland. She is a senior at Salisbury University who will graduate in the fall with a bachelor’s degree in accounting and an upper division certificate in fraud and forensic accounting. Julie has completed two tax seasons and a summer internship as an accounting assistant. She is also a dance teacher at a local dance studio where she performed and competed for 15 years. When not in the office Julie enjoys traveling, Disney, spending time with family and friends, and dancing.

Info coming soon.

Bio coming soon.

Christina is an Administrative Assistant at the firm. She graduated from Towson University with a degree in Early Childhood Education. Outside of work, she can be found spending time with her family and friends and enjoying the outdoors.

Went to the University of Pittsburgh & am a 500 RYT. I teach yoga part time at Salisbury University for a Fitness & Wellness Program. Love living by the beach, paddleboarding, baking, helping others, & traveling with my family.

Emmilyn is a current student at Salisbury University working part time for Compass. She plans to graduate May 2025 with a bachelor’s degree in accounting. In addition to classes and work, she is the assistant director of the Salisbury University Dance Company and choreographer of a local high school production. In her free time, she enjoys reading and spending time with her dog, Sunni.

As a Certified Public Accountant (CPA) with more than 35 years of experience, William (Bill) Caldwell, CPA has developed a deep understanding of financial principles, taxation laws, and business strategies.

Over the years, Bill’s had the privilege of working with diverse clients across different industries, including small businesses, corporations, non-profit organizations, and high-net-worth individuals. Through proactive financial planning, strategic tax management, and sound business advice, he has helped clients navigate complex financial challenges, optimize their resources, and achieve their long-term goals. In addition to serving clients, he also built a CPA practice that has been recognized by the Washington Business Journal as a Top 50 Firm in the DCA area.

Bill is a dynamic and sought-after speaker known for his captivating presentations that inspire and empower audiences across many industries. With a unique blend of expertise, charisma, and passion, he has established himself as a leading voice on tax matters.

During his spare time, you will find Bill traveling the world or aboard his sailboat on the Chesapeake Bay. Bill has a BS in Accounting from the University of Minnesota and is a licensed CPA in many states.

Banu is a highly skilled and experienced tax professional with over 20+ years of expertise in public tax and accounting. As a credentialed Enrolled Agent (EA) licensed by the IRS across all 50 states, she specializes in tackling a diverse range of IRS issues and excels in representing taxpayers before the Examination, Collection, and Appeals branches of the Internal Revenue Service. Her expertise extends to the preparation and review of personal, business, partnership, and foreign national tax returns. Additionally, she adeptly handles the intricacies of filing and preparing various foreign information reports, including FinCen, 5471, and Foreign Investment in Real Property forms (FIRPTA).

Banu’s academic achievements shine as she graduated Summa Cum Laude from Strayer University in Maryland, earning a Bachelor of Science in Accounting with a Minor in Business Management. Her professional accolades include the designation of Certified Tax Resolution Specialist (CTRS) and the role of a Certified Acceptance Agent (CAA), authorized by the IRS to assist alien individuals and other foreign taxpayers in obtaining Individual Taxpayer Identification Numbers (ITIN).

With a diploma in Information Technology and Project Management from National institute of information technology (NIIT) in India, Banu brings a unique and comprehensive skill set to her practice. Active in professional societies, she is a member of the Alpha Chi Society, Maryland Society of Accountants, and ASTPS. (American Society of Tax Resolution Solvers)

Beyond her financial expertise, Banu’s passion extends to the realm of creativity. In her spare time, she engages in oil painting on canvas and photography, showcasing a well-rounded skill set that complements her professional achievements.

As a Senior Tax Manager, Sherman manages the Virginia Beach office. With a Bachelor’s degree in accounting and a Master’s in business administration, he brings over 20 years of experience in business management, tax and accounting professions. Sherman is an avid sports fanatic, who enjoys working out and spending time with his wife and four daughters.

Dasha, also known as Daria, is an accomplished Senior Business Advisory Manager known for her adept leadership in overseeing teams of talented accountants and providing dedicated support to executives in financial control. With a Bachelor’s Degree in accounting from Wilmington University, she consistently delivers high levels of service to her clients. Dasha’s expertise lies in continuously improving accounting processes, identifying deficiencies, and formulating and implementing corrective actions to achieve compliance. Her commitment to excellence and proactive approach make her an invaluable asset in navigating the intricacies of financial management.

Dasha enjoys spending her leisure time with loved ones, expressing herself through painting, and exploring the outdoors. Her enthusiasm for life surpasses the realm of accounting, portraying her as a versatile individual who relishes diverse experiences.

Info coming soon.

Bhim is a Certified Public Accountant with more than 20 years of experience in tax and accounting. Prior to earning his CPA in Virginia, Bhim holds a Chartered Accountant designation from the Institute of Chartered Accountants in India.

He holds BS in Accounting and Finance from the Tribhuvan University of Nepal.

Bhim speaks multiple languages in addition to English, including Hindi, Nepali, Urdu, and a bit of Tamil.

Info coming soon.

Sue brings over 15 years of accounting experience, spanning both private and public sectors. Over the past 6 years, she has contributed her expertise to public accounting firms, catering to diverse industries and clients’ needs in both attest and tax services. Additionally, Sue serves as a board member for Junior Achievement in Talbot County and Caroline County. Beyond her professional commitments, Sue delights in spending time with her two young daughters and embarking on travel adventures with her family. Sue is a Certified Public Accountant.

Shweta is a CPA with over 20 years of general and public accounting experience. She has expertise in preparing business, individual & nonprofit tax returns. She graduated from University of Maryland with BS in Accounting. She enjoys hikes & walks in her spare time.

Gabriel serves as a Tax Manager, leveraging over 10 years of experience in public accounting. He possesses extensive expertise in filing various types of returns and navigating diverse accounting software platforms like QuickBooks and Xero. Gabriel became an Enrolled Agent nearly 6 years ago, further enhancing his qualifications in tax matters. Outside of work, he finds enjoyment in playing soccer and tennis, cherishing moments with his family, and traveling whenever possible.

Taz has amassed over a decade of experience in public accounting, including roles at two of the “Big 4” accounting firms and regional tax firms. Additionally, he has contributed to the tax departments of a publicly traded media and marketing solutions company, as well as a holiday timeshare company. Outside of work, Taz has a longtime passion for soccer. He finds joy in photography, cooking, exploring art galleries, and cherishing moments with is wife and two children. Taz holds a Bachelors Degree from the University of Wisconsin – Whitewater.

Info coming soon.

Zekarias Abebe has more than 20 years of experience in the accounting field. He earned his BA in Business Administration from the University of the District of Columbia as well as his Enrolled Agent with the IRS.

Zekarias was born and raised in Ethiopia, where he started his career in accounting. In his spare time, Zekarias enjoys travel, and spending time with his family. Zekarias speaks both English and Amharic.

John Brewington Jr. holds a Master’s Degree in accounting and with a half-decade of tax experience coupled with a solid background in real estate. Outside of his professional pursuits, he finds joy in painting, hiking, and cherishing moments with his family.

A bit about me – I’m a devoted father with a rich educational background in finance, economics, and accounting from Old Dominion University (BS), Norfolk State University (BS), and Liberty University (MS). My professional journey has been diverse and enriching. My heart has always been in tax accounting, a field I’ve been dedicated to since 2010. This specialization has allowed me to work closely with a wide range of clients like you – from hardworking individuals and business owners to creatives and successful professionals. My client’s trust is important to me, and I assure you that their best interests are always my priority.

Info coming soon.

Laurie has over 30 years of experience with private and public accounting firms. Laurie delivers high levels of service to her clients, always improving accounting processes, identifying deficiencies and formulating and implementing corrective actions to achieve compliance. Laurie achieved her expertise and skill by working with CPA firms, originally learning accounting on the old ledger books. Her hobbies include international traveling, reading, classic movies and any beach.

Info coming soon.

Rosa H. Rodriguez is a highly skilled and accomplished accountant with over a decade of experience in both corporate and CPA firm settings. Equipped with a solid educational background, including a college degree in accounting, she entered the professional world equipped with the knowledge and expertise needed to excel in the field.

Throughout her career, she has demonstrated a keen attention to detail and a deep understanding of financial principles, earning a reputation as a trusted and reliable resource in the industry. She has worked diligently to navigate the complexities of financial reporting and accounting, providing invaluable insights and guidance to clients and colleagues alike.

In her role within corporate environments, she has contributed to the financial health and success of various organizations, leveraging her expertise to streamline processes, optimize budgets, and ensure compliance with regulatory requirements. She has also gained valuable experience working within CPA firms, where she honed her skills in auditing and financial consulting.

Outside of her professional pursuits, Rosa is passionate about staying up-to-date with industry developments and continuing her professional development through ongoing education and certifications. She is committed to upholding the highest standards of integrity and ethics in her work, striving for excellence in every aspect of her career.

As Rosa looks to the future, she remains dedicated to making meaningful contributions to the field of accounting and finance, leveraging her expertise to drive positive outcomes for her clients.

Din Bonny celebrates over 20 years of experience in the financial industry, having served in various capacities. She finds fulfillment in providing financial consulting and services to small businesses. Currently, she dedicates her time as a mentor at Do the Work, where she works with at-risk youth, aiming to make a positive impact in their lives.

Wendy, a Business Advisor, specializes in assisting bookkeeping and tax clients, drawing from over 11 years of experience in public accounting. She demonstrates exceptional proficiency in QuickBooks, both desktop and Online versions, and derives immense satisfaction from supporting her clients with their business requirements. Beyond her professional commitments, Wendy dedicates her time to hiking with her husband to raise awareness for Cystic Fibrosis. She also finds joy in playing with her beloved pet, Tucker, and proudly served in the US Army.

Ana is a Business Advisor with 3 and a half years of public accounting experience, specializing in small businesses. In addition to assisting clients with payroll, sales tax, bookkeeping, and other projects, she is an expert QuickBooks user for both online and desktop platforms. Ana is also a Certified QuickBooks ProAdvisor.

Outside of work, Ana’s all about family time. She and her husband are the ultimate cheerleaders for their children, offering unwavering support in everything they do.

My name is Martin Le. I am a Tech Support Specialist with a passion for problem-solving and customer service. I graduated from George Mason University in 2020 with a degree in Information Technology, where I honed my technical skills and developed a deep understanding of IT systems.

With a keen eye for detail and a knack for troubleshooting, I have quickly become a go-to resource for resolving technical issues efficiently and effectively. My dedication to providing exceptional support ensures that clients and colleagues alike receive prompt and reliable assistance.

Outside of my professional endeavors, I enjoy staying up-to-date with the latest technological advancements and exploring new ways to enhance user experiences. I am committed to continuous learning and growth in the ever-evolving field of technology.

Lisa S. Curtin, PAFM, is a seasoned Operations Manager with over two decades of experience in optimizing processes and driving organizational efficiency. Her passion lies in streamlining workflows and implementing strategic initiatives that enhance productivity with a focus on continually improving the client experience.

Throughout her career, Lisa has demonstrated a commitment to fostering collaborative relationships and promoting a culture of continuous improvement.

In her spare time, she enjoys decorating, traveling and visiting local art galleries. She has a passion for collecting various forms of art created by local artists. Lisa is an alumni of the University of Wisconsin and remains a Badgers fan.

As the Operations Manager, Sara works alongside several departments ensuring day-to-day operations run smoothly and effectively. With a degree in Medical Office Administration and over 10 years of experience in client relations in the field of law and higher education, she brings a wealth of knowledge to the Compass US Advisors Bethesda team. In her spare time, Sara enjoys spending time with family, friends and her dog, Zeus. She always has a good book nearby.

Info coming soon.

Despite being around Public Accounting all her life with a parent as a CPA, Grace is new to the field and enjoys it very much. Grace attended Marymount University and graduated with a degree in Psychology in 2016. Previously, Grace worked in Non-Profits and Corporate Social Responsibility. Outside of the office, Grace enjoys cooking, Pilates and exploring new cities.

Haley joined the Admin team in January 2023 and plays a pivotal role in both the tax and business aspects of the company. On the tax side, she manages the submission of all returns for electronic filing. On the business side, Haley oversees the setup of new businesses, facilitates the relocation of existing businesses between states, and supports the Business Services team with annual filing obligations for our business clients, including annual and biennial reports. Outside of work, Haley enjoys exploring different hobbies and spending downtime at home with her Pitbull named Tank.

Kayla recently transitioned to public accounting, joining our company in July 2023 after working as a Post Closer in the mortgage industry. In her role, Kayla contributes to various Operations tasks such as managing source documents, preparing engagement letters, and facilitating tax return delivery. Outside of work, Kayla cherishes moments with her 70-pound dog, Taro, and delights in spending quality time with her friends and family.

Joyce Harris is a Navy Veteran with 15 years of honorable service. She holds a Bachelor’s degree in Business Administration as well as a Master’s degree in Business Administration from Strayer University. Joyce’s strengths lie in effective communication and strategic approaches, which have enabled her to excel in highly competitive markets. Beyond work, she is passionate about traveling and volunteering with non-profit charities.

Dusica serves as an Administrative Assistant at Compass US Accountants & Advisors. Before joining our team, she held the role of Key Account Manager at an IT company in Belgrade, Serbia. In her previous position, she focused on building and maintaining strong client relationships while driving sales in a fast-paced environment with high expectations.

Dusica’s strong organizational skills and proactive approach contribute to the efficient functioning of the tax company, enabling seamless client interactions and optimal service delivery.

Outside of work, she is dedicated to Taekwondo, embodying principles of martial arts, discipline, and continuous self-improvement. Photography is another passion she pursues with enthusiasm. She enjoys being outside, spending time with family and friends.

Compass US Accountants & Advisors is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.

Who We Are

Full Service.At your service.

Heather Lalor, CPA

Pat Murray, CPA

Norma Toal, CPA

Thaddeus Toal, CPA

Bart Krupnick, CPA, CVA

John Gloss, CPA

Andrew Roesener

Anora Schweitzer

Kristie Clements

Kim Auguserfer

Kathleen Pruitt

Rachel Weiford

Allison Ersoy

Bryan Howell

Sara Lemyre

Benjamin Wornom

Emily Deuschle

Tina King

Erica Johnson, CPA

Sarah Nogal

Danielle Krolick

Brittany Gibson

Molly Woodruff

Patricia Poissant

Amy McFarland

Kyle Pope

Elena Kramer

Olivia Davidson

Linda Kite

Samantha Mang

John Farace

Karen Williams

Marilu Montalvo

Leonardo Pahuriray

Robert Stephens

Cathleen Faenzi

Jennifer Willing

Cindy Bounds

Tasha McMahan

Matthew Bossle

Melanie Baraby

Cynthia Carroll

Steven Roser

Hannah Hoageson

Shannon Ryans

Jennifer Osorio

Elliana Miller

Julie Gravenor

Shelby Trenary

Savannah Austin

Haley Tucker

Christina Gutierrez

Colleen Sullivan

Emmilyn Layton

William Caldwell

Fowmitha Banu

Sherman Ledet

Daria "Dasha" Spirin

Sunil Reddy

Bhim Guragain

Aleyda "Allie" Salinas

Xuefen "Sue" Wang

Shweta Shah

Gabriel Jarrin

Nkoumbuoh "Taz" Tazeh

Elbagir Musa

Isaac Cohen

Zekarias Abebe

John Brewington

Joshua Celestin

Criska Cooray

Laurie Olsen

Yesica Gonzales - Jordan

Rosa Rodriguez

Din Bonny

Wendy Woodward

Ana Javashivili-Khachidze

Martin Le

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