TAX TIME - Key Persons
Cheryl has been working in an office environment for more than 15 years. Along with a friendly personality and sense of humor, her experience as a customer service representative, order entry clerk and shipping assistant have given her strong computer skills and the ability to multi task. In her recent endeavor as an independent driver for a delivery company, she also enjoyed helping a customer move a piece of furniture or figure out their phone. "It made the job more rewarding". Cheryl...
JoAnn Dilley is a new addition to our team, she has been a CPA in Massachusetts since 2010. She has completed tax returns for herself, family members and friends for many years. Her father taught her how to do taxes with a pencil and the instruction booklet when she was 16 years old. Through the years, she continued to prepare taxes for herself and her family through different life events. She began working as a tax preparer in 2013. JoAnn has a full time job in accounting which keeps her busy, but she likes to stay informed of updates concerning individual tax issues. Preparing taxes provides the opportunity to experience a variety of situations and stay current. JoAnn enjoys meeting people and working with them to provide the best service possible.
Outside tax season, JoAnn keeps busy with a variety of activities such as golfing, skiing, bicycling and rollerblading. We look forward to welcoming JoAnn back for her 2nd Tax Season. She will be seeing clients on Wednesday Evenings and Saturdays.
Job Titles:
- Enrolled Agent / Tax Preparer
Joe grew up in Springfield MA, received a Bachelor's Degree in Business Admin from Providence College, and an Accounting Certificate from Northeastern University. Joe worked mostly in the financial services industry, working as an Office Manager
for an insurance agency for a few years before finding his career and spending the next 30 years as an Internal Auditor/Risk Consultant. Joe traveled extensively, both domestic and international, as he worked for New England Financial, Met Life, Arthur Andersen, Polaroid, John Hancock and Manulife Financial, finishing his career as a Director, internal Audit. Joe took an early retirement, and since 2010 has worked as a Tax Preparer, earning the designation of Enrolled Agent.
Joe enjoys meeting people, helping them prepare their taxes and offering clients good sound tax planning guidance. After tax season, Joe loves to ride his Harley Davidson motorcycle.
Clients love working with Joe and we are very happy to welcome him back for this 5th Tax Season. Joe will be seeing clients on Mondays and Wednesday from 10 a.m. to 6 p.m.
Job Titles:
- Enrolled Agent / President
Celebrating 20 Years of Tax Service: For the last 20 years, it has been an honor and privilege to work with clients and assisting them with their tax preparation needs. Each tax return tells a story and I truly enjoy getting to know the people behind the numbers. Like a puzzle, I love putting all the pieces together and see how they fit, while learning more about the people and family they represent. I greatly value the trust that clients have bestowed upon me and my firm.
I was very fortunate to stumble into a career and a business that I love. I have always had a love for numbers and an accounting background. For many years, my husband and I owned a business selling P.O.S. systems to fine dining restaurants. In 2002, we decided to close that business and I had the opportunity to figure out what I wanted to be when I "grew up". I found myself in a H & R Block class, which gave me the opportunity to do two things I enjoy, helping people and working with numbers. Though I loved the education that I received in the class, I was not comfortable with "selling" products and the pricing practices that a chain store tax preparation experience would entail. Fortunately for me, a classmate of my was none other than Janet Flanagan's husband Bill and he introduced me to Janet...talk about being at the right place at the right time! Janet and I were a great match from the start and in 2005, she entrusted me to purchase the business she had worked so hard to build and Tax Time was off to a great start! Janet and I continued to work together for many years sharing the same philosophies of customer service and excellent quality tax prep. It has truly been an honor to continue on after her retirement and to grow the business while honoring my entrepreneurial roots..
Thanks to our loyal clients and their referrals, growing the business has been a great success. I am very humbled and grateful to our of our clients who have helped us to become the business that we are today.
While it may seem that I "live" at the office during tax season, the rest of my time I have much to be grateful for. I have been very happily married to my wonderful husband Mark for 35 years. We have two grown children, who we couldn't be more proud of. Brittney, who is a Doctor of Psychology (PsyD) for the V.A. and son Taylor who serves our country in the Air National Guard, as a Pilot and a 2nd Lieutenant. Taylor recently earned his "wings" and is presently in training to fly the C-130. We thoroughly enjoy being empty nesters and we share our home with our rescue dog, Jack (aka Jack the Dog) and our "granddog' Dakota. We live in a wonderful community in Central MA where we love to host get togethers with our extended family (I am the youngest of 7). Spending time with family is my true joy and makes for a very happy and blessed life. My other loves: my Grand Puppies, Travel (especially long road trips), Fantasy Football and of course, The Patriots.
Thank you for taking the time to learn a little more about me. This is a relationship business and I love the opportunity to learn about each of our clients and their lives. If you are looking for a firm that will treat you like "family", please consider Tax Time.
"I have been with Tax Time since January, 2010. I greatly appreciate my friend Lynda giving me the opportunity to work in an administrative role. It's very rewarding to be involved in many different aspects of the business. I enjoy the fast pace and busy atmosphere that the tax season brings. One of the most gratifying parts is getting to know so many of our wonderful clients. It's truly my pleasure and I always look forward to seeing you each year at Tax Time"
Trish is Lynda's Right Hand Gal - keeping Tax Time running smoothly during tax season and all year round.