Brett has over 25 years combined experience in public accounting and private industry. Through his career in public accounting, he has proven experience in preparing financial statement audits, reviews and compilations, including employee benefit plan audits and compliance. He also plays a key trusted advisor role with clients as a business consultant, along with corporate and individual tax planning and preparation. As a corporate Controller, he gained a wealth of experience with corporate cash management, payroll and personnel issues, financial budgeting, and banking relations.
Brett is qualified to be a peer reviewer under the AICPA’s Peer Review Program. As a peer reviewer, Brett helps other firms achieve their accounting practice goals and enhance the quality of their practice under the profession’s self-regulatory efforts.
Outside of work, you will find Brett enjoying the city life and all things Baltimore. If not spending his time with friends and family in his hometown, Brett will most likely be on the beach in Florida or at the Finger Lakes in Upstate New York.
For more than 20 years, Tammy’s public accounting career has focused on providing strategic and practical guidance to business owners. She is passionate about educating entrepreneurs to understand their financial statements and tax returns so they can use them to make better business decisions. She has proven experience in QuickBooks consulting, outsourced CFO services, preparing formal financial statements (compilations, reviews, and audits) along with corporate and individual income tax planning and preparation.
Tammy received her BA in Computer Accounting from Stevenson University (formerly Villa Julie College) and is a Certified Public Accountant. She is also a Certified QuickBooks Professional Advisor and is a member of the AICPA and the MACPA. Her passion for spreading financial literacy has set her apart from the average CPA, resulting in several awards and recognition for her volunteer and mentoring efforts in the Baltimore business community.
Tammy spends most of her time outside of the office with her family – husband, Keith, teenage sons, Zach & Andy and their Jack Russell, Denny. She enjoys traveling, camping, hiking, various volunteer activities and cheering on her boys from the sidelines of the football field.
Donna joined the Taurus team in October 2018, bringing over 30 years of public accounting experience with her. Donna’s responsibilities include tax and financial accounting. She prepares reviewed and compiled financial statements, individual and business tax returns. She also has many years of experience with QuickBooks. Donna received her associate’s degree from Villa Julie College – now Stevenson University. She is a QuickBooks Pro advisor, and a member of the MACPA.
When not at work, Donna enjoys spending time with her family, friends and trusty sidekick, her dog Shadow. She loves to travel, read, hike and hopes one day to visit all of the US National parks.
Born and raised in Alaska, Jacqui decided to put down roots in the Baltimore area in 2012. She graduated with her Bachelor’s in Business Administration and her Master’s in Accountancy from the University of Phoenix, and as of June 2017 became a Certified Public Accountant. Since joining the Taurus team in May of 2016, Jacqui has been learning the ins and outs of public accounting; particularly enjoying the professional relationships being built with our clients as they start and grow their businesses as successful entrepreneurs.
Away from the office Jacqui enjoys spending time with her three girls Hadley, Audrey, and Scarlett – you can often find them exploring the city or playing at the beach. Jacqui loves Maryland for its flourishing equestrian scene; and she spends as much time as possible in the outdoors and with her horse, Donner, and German Shepherd, Maxie.
Lori graduated with her Bachelors’ in Accounting (and a minor in Finance) from Merrimack College and started her career in the Public sector where she spent 3 years auditing Banks and Financial Institutions. In 2002 Lori moved into the Private sector for 9 years where she mostly worked in property management Accounting. After having her daughter Emma and staying home to raise her for almost 8 years, Lori decided to get back into Public accounting and joined the Taurus team in July 2019. Lori brings with her a solid foundation in account and bank statement reconciliations, documenting and improving policies/procedures, calculating and maintaining annual budgets, and preparing/analyzing formal financial statements.
Lori spends most of her time outside of the office with her daughter and friends. They love traveling together and exploring the state, whether it be to the beach or to the city. And Lori loves watching her daughter flip and tumble her way through her gymnastics meets!
Beth holds a B.A. in Communications from Frostburg State University and began her career in Client Relations and Marketing in the private sector working in various industries from health care, to banking and insurance for the past 16 years. Her passion for working with people and aptitude for organization and calm transferred fluently when Beth joined the Taurus group in 2019. She works proactively to ensure all of our client’s needs are met, and enjoys developing long-lasting client relationships. As direct support to Brett & Tammy, she is your main point of contact for all things Taurus.
Outside of work, Beth enjoys staying active with her husband and three boys Evan, Mason, and Eli – especially cheering them on from the sidelines of various sports. She also enjoys traveling, hiking, yoga, reading, and spending summers on the beaches of Maryland and Delaware.