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 Lalor, CPA

Director

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 Murray, CPA

Director

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.

Adrianne Day, CPA

Principal

Adrianne assists clients with personal and business tax planning, and does extensive IRS consultation work. Adrianne owned her own small accounting business for 25 years assisting clients with bookkeeping, tax preparation, and tax planning. She was the Controller of a concrete subcontracting firm for ten years, and enjoys working with building industry clients. When she left the construction business, Adrianne became a senior tax accountant for a public accounting firm in Annapolis assisting both business and individual clients. Adrianne has a B.S. in Interior Design from the University of Maryland and F.A.C in Accounting from Anne Arundel Community College.

Adrianne is actively involved in her community. She is a member of the Rotary Club of South Anne Arundel County, the treasurer of the Galesville Heritage Society, and a member of the West River Improvement Association and Galesville Community Center. When away from the office, Adrianne can be found kayaking on the West River or socializing throughout Galesville, Annapolis, and Baltimore with family and friends. 2018 brought Adrianne’s first grandchild, who she loves spending time hugging and dancing with.

Norma Toal, CPA

Principal

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.

Thaddeus Toal, CPA

Principal

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.

Anora Schweitzer

Senior Tax Manager

Bart Krupnick, CPA, CVA

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.

John Gloss, CPA

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.

Brittany Gibson

Senior Business Advisor

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.

 
Bryan Howell

Senior Audit Associate

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.

Danielle Krolick

Senior Tax & Business Advisor

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.

 
Erica Johnson, CPA

Senior Business Advisor

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 Nogal

Senior Business Advisor

Michelle Cesare

Senior Business Advisor

Michele is a member of the firm’s CFO division. She has tenure with small businesses and, most recently, the non-profit sector which is where she plans to focus her attention. She has an M.B.A. (ABD) Business Development, Pennsylvania State University and a B.A. English with Minor in Nuclear Medicine, York College of Pennsylvania. When not at work, Michele can be found outside participating in all activities – rain or shine!

Jennifer Groff, CPA

Senior Tax Manager

Jen is a manager in the firm’s tax practice. With over 9 years of experience, Jen specializes in U.S. Federal, State, and International tax planning and compliance for multinational, multi-state companies. She has extensive experience with:

ASC 740 (Accounting for Income Taxes)
Corporate tax compliance
International tax planning and reporting

Jen started her career in the international tax group at a “Big 4” firm, and worked in the corporate tax department of a large, publicly-traded multinational corporation. She serves a variety of clients, specializing in the retail, manufacturing, professional services, and biopharmaceutical industries. Jen has a B.B.A. in Accounting from Emory University.

When not in the office, Jen can be found either golfing with her family at Hunt Valley County Club or running after her two young children, Mickelson and Cameron.

Sarah Arscott

Senior Tax Advisor

Sarah is a Senior Tax Advisor at Compass. Starting her career with a “Big 4” firm, she gained experience in various industries both private and public. During post-busy tax season, Sarah assisted with law firm surveys, abandoned unclaimed property, and audit confirmations; she was also selected from many applicants to review 1099’s in New York City. As a member of our team, Sarah will continue refining her skills in taxation and beyond. She is currently pursuing her Enrolled Agent license. Sarah has a B.S. in Accounting from the University of South Florida.

Sarah has a fondness for music, currently playing the piano, violin, and guitar. While no longer performing publicly, she still practices each instrument in her spare time. Sarah is also a proud owner of an American Eskimo mix named Chester, who she loves to take for walks.

Sara Lemyre

Senior Audit Associate

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.

Ruth Trilli, EA

Estates & Trusts Division – Team Leader

Ruth has over 26 years of public accounting and tax experience, working on estates and trusts for the last 23 years. With her extensive experience in individual, gift, and fiduciary tax compliance and planning, Ruth can handle just about any situation that comes her way. To her estate clients, Ruth brings a compassion that is unmatched, and skillfully helps them navigate through the complexities involved in the administration and compliance for the estate of their loved one. Prior to her accounting career, Ruth worked as a sculptor and painter, and volunteered at the Baltimore Zoo.

When not in the office, Ruth enjoys spending time with her family and friends, especially her 99- year-old grandmother who now lives with her. She has even recruited her two daughters to work at the Firm. Ruth still enjoys art and spending time with animals – from her pets at home to her horses at the farm. Ruth also loves swimming, snorkeling, and traveling.

Kristie Clements

Tax Manager

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.

Tina King

Business Advisory Manager

Patricia Poissant

Business Advisor

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 McFarland

Business Advisor

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.

Kyle Pope

Business Advisor

John Farace

Office Manager

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 Williams

Office Manager

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.

 
Samantha Mang

Payroll Assistant

Marilu Montalvo

Administrative Assistant

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.

Robert Stephens

Principal

BS Accounting Salisbury University

MS Taxation University of Baltimore

CPA and Certified Exchange Specialist

Cathleen Faenzi

Principal

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.

Jennifer Willing

Principal

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 Bounds

Principal

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 McMahan

Sr Tax Manager

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.

Jordan Smart

Sr Tax Advisor

Jordan graduated with her Bachelor of Science in Accounting from Salisbury University and is a CPA candidate actively pursuing her CPA license in the state of Maryland. She is an Eastern Shore native, living in Salisbury for the past 15 years. Enjoys running, yoga, and spending time with family and friends including husband Matt and her two children.

Matthew Bossle

Tax Manager

Info coming soon.

Melanie Baraby

Business Advisor

Info coming soon.

Devin La Femina

Business Advisor

Devin graduated from Arizona State University with a BS in Criminology. Locally, she volunteers and performs with the Community Players of Salisbury. Outside of work she enjoys watching movies and spending time with her Husband Justin and their 3 cats.

Cynthia Carroll

Business Advisor

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.

Steven Roser

Tax Advisor

Info coming soon.

Hannah Hoageson

Tax Advisor

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.

Jeffrey (JT) Nalesnik

Tax Advisor

Jeffrey Nalesnik is from Cary North Carolina and graduated from Wingate University as a student athlete with a BS in Accounting. He started off as an intern which grew to a full time position. In his free time he loves being outdoors, watching sports, and hanging out with his family and friends.

Sean Nalesnik

Tax Advisor

Sean is experienced in preparation of Corporate, Individual Tax and Tax Planning. Sean has a B.S. in Accounting and a B.S.B.A in Finance from the University of North Carolina at Charlotte. Sean also has an MBA from Salisbury University and is current CPA candidate. When not in the office, Sean can be found spending time with family or enjoying the outdoors.

Sean Carroll

Tax Advisor

Info coming soon.

Shannon Ryans

Tax Advisor

Info coming soon.

Jennifer Osorio

Staff Accountant

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.

Elliana Miller

Staff Accountant

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 Gravenor

Staff Accountant

Info coming soon.

Shelby Trenary

Sr Office Manager

Info coming soon.

Savannah Austin

Office Manager

Info coming soon.

Taran Radford

Admin Assistant

Taran is new to the accounting world. She grew up near Baltimore and earned a BS in Business management from Salisbury University. Moving to Delaware post-graduation, she previously worked as a wedding and event coordinator. She enjoys spending time with her golden retriever and fiancé, especially at the beach. Taran also enjoys traveling, boating, Disney, and all things beauty.

Christina Gutierrez

Admin Assistant

Info coming soon.

Colleen Sullivan

Temp Admin

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 Layton

Temp Admin

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.

William Caldwell

Principal

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.

Fowmitha Banu

Director

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.

Sherman Ledet

Sr Tax Manager

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.

Vitor Sa

Sr Tax Manager

Vitor brings seven years of seasoned expertise in Tax preparation and planning. A proud alum of Old Dominion University, Vitor blends academic excellence with practical insights. Beyond the numbers, you’ll find Vitor either on the golf course or cycling outdoors.

Bhim Guragain

Tax Manager

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.

Criska Cooray

Sr Business Advisor

Info coming soon.

Laurie Olsen

Sr Business Advisor

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.

Nkoumbuoh "Taz" Tazeh

Tax & Assurance Manager

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.

Daria "Dasha" Spirin

Sr Business Advisory Manager

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.

Lisa Curtin

Strategic Operations Manager

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.

Aleyda "Allie" Salinas

Tax Manager

Info coming soon.

Shweta Shah

Tax Manager

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.

Xuefen "Sue" Wang

Tax Manager

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.

Gabriel Jarrin

Tax Manager

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.

Yesica Gonzales - Jordan

Business Advisor

Info coming soon.

Rosa Rodriguez

Business Advisor

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

Business Advisor

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 Woodward

Business Advisor

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 Javashivili-Khachidze

Business Advisor

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.

Zekarias Abebe

Tax Advisor

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

Tax Advisor

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.

Joshua Celestin

Tax Advisor

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.

Martin Le

Tech Support Specialist

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.

Sara Schmidt

Operations Manager

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.

Bojana Aleksic

Admin Assistant

Info coming soon.

Grace Caldwell

Admin Assistant

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 Goettsch

Admin Assistant

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 Goettsch

Admin Assistant

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

Admin Assistant

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 Nesic

Admin Assistant

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.