Edmund Spencer Smith, EA
Edmund is an enrolled agent who worked for many years as a controller before opening Spencer Solutions in 1998. His background has been working with small to mid size businesses for the last 24 years handling accounting, bookkeeping and financial reporting.
Ed has been professionally preparing returns for the last 16 years and specializes in preparing Corporate, Partnerships, LLC and small business tax returns.
JR Dessai, MBA
JR has been working with Spencer Solutions since 2006. JR brings 24 years of professional tax experience to our team. He specializes in Rental’s and working with the self employed clients.
Marcia Munson, EA, AFC
Marcia came to work for us in 2006 after retiring from a career with the Internal Revenue Service. Marcia is an enrolled agent with extensive experience in working with Ex Patriots and foreign income. Recently Marcia became a Certified Financial Planner which is a great compliment to her experience in the field of taxation.
Marilyn Herczog, EA
Marilyn has been working with us for the last eight years starting in 2004. Marilyn is an enrolled agent with many years of bookkeeping experience and has been professionally preparing returns for over 15 years.
Gloria Albor, CRTP
Gloria is a bilingual Spanish speaking tax preparer. Gloria came to work for us in 2006 and has been a great addition to our team. Gloria works equally well with both our Spanish and English speaking clients.
Jennifer Wicklund, CRTP
Jennifer has been working with us since 2007 after completing her CTEC training. Jennifer’s experience in working as a bookkeeper has been a great compliment to preparing taxes.
Misty Jackson, CRTP
Misty has been working for us since 2006. Misty is CTEC certified and has a bookkeeping background. She is detail oriented and is very good at researching tax matters.
Gracie Laudari, CRTP
Gracie is our newest employee who came to us in 2008. Gracie’s sister Fran worked with us for many years before retiring last year to pursue other interests. Gracie has years of experience and is detail oriented and a pleasure to work with.