CPA - Key Persons
Job Titles:
- Member of the Leadership Team
- Founding Member of TMDL
Adrianne is a founding member of TMDL. 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.
Education:
B.S. Interior Design, University of Maryland
F.A.C Accounting, Anne Arundel Community College
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Amanda is a Tax Accountant with TMDL, and has over 10 years' experience within the industry. Amanda began her accounting career 2011 performing various bookkeeping responsibilities; she then shifted to the world of tax with the Volunteer Income Tax Assistance (VITA) program in 2014, working her way up to the level of advanced tax preparer. Nearing the completion of her undergraduate degree, Amanda worked an internship in corporate accounting with a team that led headquarter research and reporting of various analyses in company's financials to assist with decision making for management. At the completion of her internship, she entered the field of public accounting in her final year as an undergraduate in 2019. Since joining public accounting, she has gained experience in more full-service accounting while building on her individual tax preparation and accounting experience, including sales tax, business tax, tax planning, bookkeeping and payroll. Amanda has also renewed her Annual Filing Season Record of Completion with the Internal Revenue Service (IRS) every year since 2020 and is currently working on obtaining her Certified Public Accountant (CPA) credential.
Education:
B.S. Business Administration - Accounting & Data Analytics, St. Mary's University (2019)
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Amy is a staff accountant at TMDL, joining our 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.
Outside of TMDL, 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.
Job Titles:
- CVA
- Leader of "the Becker Group
Bart is the leader of "The Becker Group", a division of TMDL. The Becker Group 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.
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Brittany is a staff accountant at TMDL 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 is an Audit Associate just out of college and gaining experience in various areas of the audit field. The TMDL team is lucky to have him!
Education:
B.S. Accounting, Salisbury University
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA) - CPA candidate
Chris is the firm's quality control advisor, coming to TMDL with over 25 years of experience practicing in public accounting. Chris spent his first 13 years with a "Big Four" CPA firm, then was admitted to the partnership of a mid-sized firm as an audit client service partner serving some of the firm's most significant clients. Chris was appointed as the Quality and Risk Management Leader for their Audit and Business Advisory Practice, where he was responsible for the development and oversight of the firm's policies and procedures for technical and quality control compliance with professional standards. Chris served on the Executive Committee, and was the lead representative for all external regulatory inspections and oversight of the firm's AICPA peer review inspection process. He also served as an Engagement Quality and Independent Reviewer for audit engagements in various industries, assessing the execution of audit engagements in accordance with professional auditing standards and financial reporting in accordance with generally accepted accounting principles.
Education:
B.S. Accounting, University of the City of New York - Brooklyn College
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Beyond TMDL, Chris is a sports enthusiast and enjoys all outdoor sporting activities. He is an avid golfer and enjoys experiencing the challenge of new golf courses in his travels. Chris enjoys spending time with his wife, son and daughter.
Job Titles:
- TMDL As a Staff Accountant
Cole joined TMDL as a staff accountant with a focus on individual tax. Through the past year, Cole has become a jack of all trades by gaining additional experience in serving our bookkeeping clients and assisting with various needs of the firm.
Education:
B.S. Accounting, Towson University
Danielle is a dedicated payroll professional with over 15 years of experience. In her previous roles, she worked as a payroll accountant and payroll specialist with corporations and non-profit organizations. Danielle is a powerful force in the workplace and uses her positive attitude and tireless energy to encourage others to work hard and succeed. She exhibits great customer service through the client-centered approach she takes in everything she does.
Danielle is an accountant at TMDL, 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.
Education:
B.S. Business and Accounting, University of Maryland
A.A. Business Management, Anne Arundel Community College
Denise is an accountant at TMDL managing clients across QuickBooks, Intacct, and Accounting CS platforms. She is a marketing and business management professional with 20 years of experience in executive management for small businesses. Denise has a strong background in customer relations, resulting in increased sales and continued business. She is equally skilled at solving problems independently, and leading teams to implement solutions.
Education:
B.A. Psychology, Loyola University
Job Titles:
- Education
- Senior Accountant With TMDL
Erica is a Senior Accountant with TMDL, 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.
Education:
B.S. Accounting, Towson University
Small Business Management Certificate, Prince George's Community College
Professional Affiliations:
Maryland Association of Certified Public Accountants (MACPA)
Job Titles:
- Member of the Leadership Team
Heather is one of TMDL's founding members, and 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.
Education:
Graduate Certificate in Nonprofit Management, University of Florida
B.S. Business Administration - Accounting, University of West Florida
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Holly is a Staff Accountant at TMDL, focusing on bookkeeping and taxes. She has over 10 years of experience in this field, beginning her career by helping a nonprofit organization with their books. It is from that experience that Holly gained her passion for the work she does to this day.
Education:
B.S. Accounting, University of Maryland Global Campus
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.
Jimmy is an Audit Manager with 7 years of public accounting experience focused on audit and attestation services for various types of clients. In his first 4 years, he gained extensive experience working predominantly on nonprofit clients, including membership associations, schools, charitable and federally-funded organizations. The last 3 years, Jimmy has gained a broad range of experience working on privately-owned companies, franchises, labor unions, and employee benefit plans. Jimmy is currently serving on the Board of Directors for Charting Careers and Arundel Lodge.
Education:
B.A. Business Administration - Accounting Economics, McDaniel College
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Job Titles:
- TMDL 's Facility Manager and Administrative Assistant
John is TMDL's Facility Manager and Administrative Assistant, 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.
Education:
Certified Respiratory Therapist, Essex Community College
Karen is the firm's Administrative Specialist, with 12 years' worth of experience in the public accounting industry. Karen is everything from traffic controller to phone operator to document management specialist, and whatever falls in between.
Education:
Coursework in Human Development/Early Childhood Education, The Pennsylvania State University
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.
Education:
B.S. Accounting, University of Maryland
Marilu is new to public accounting and to Maryland, joining our team as the firm's Tax Administrator. Prior to moving from the Garden State, she was a Clinical Trial Coordinator for a Biotech Pharma Company.
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.
Education:
M.B.A. (ABD) Business Development, Pennsylvania State University
B.A. English with Minor in Nuclear Medicine, York College of Pennsylvania
Job Titles:
- Member of the Leadership Team
- Founding Member of TMDL
Norma is a founding member of TMDL, and 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 joined Thad as a partner in the formation of TMDL in 2017. 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 TMDL's Sage Intacct Implementation and Accounting Specialist.
Education:
B.S. Business Administration, University of Baltimore
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Patrice is the firm's Human Resources Director, bringing over 20 years of experience in this field. She has worked within the healthcare and consulting industries in the public and private sectors, and is responsible for implementing human resources management strategies to recruit, train and retain a high-performing and motivated workforce. Patrice specializes in staffing, employee retention, benefit management, immigration coordination, safety, payroll, and employee relations policies and strategies. Patrice has a passion for people, providing guidance and support both internally to the firm, and externally as outsourced support for the firm's clients.
Education:
M.B.A. Human Resources Management, Columbia Southern University
B.S. Business Administration, Columbia Southern University
A.S. Computer Programming Administration, Kaplan University
Professional Affiliations:
Society for Human Resource Management (SHRM)
Patricia is an accountant at TMDL 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.
Job Titles:
- Member of the Leadership Team
- Education
- Founding Members of TMDL
- Member of the 2009 Class of Leadership Anne Arundel 's Flagship Program
Pat is one of the founding members of TMDL. 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.
Education:
M.S. Accounting and Financial Management, University of Maryland University College
B.S. Accounting, University of Baltimore
Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Job Titles:
- Director of TMDL 's Estates
Ruth Trilli is the Director of TMDL's Estates and Trusts Division. She has over 24 years of public accounting and tax experience, focusing on estates and trusts for the last 21 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.
Education:
Coursework in Accounting, University of Baltimore
Coursework in Psychology, University of Miami
Professional Affiliations:
Anne Arundel Estate Planning Council
Job Titles:
- Senior Tax Accountant With TMDL
Sarah is a senior tax accountant with TMDL. 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.
Education:
B.S. Accounting, University of South Florida
Job Titles:
- Member of the Leadership Team
Thad brings a wide range of experience to bear as a managing member of the TMDL 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.