Our Team

We are an office of enrolled agents and licensed tax professionals committed to providing services that are the most beneficial to your individual situation.   All professionals are current with educational requirements and are up-to-date on the latest tax laws.  Rest assured that you will receive quality service at a reasonable cost.

What is an Enrolled Agent

An enrolled agent is a tax professional who is licensed to represent taxpayers before all administrative levels of the Internal Revenue Service. This representation is permissible only to attorneys, certified public accountants, and enrolled agents. However, unlike CPAs and attorneys, enrolled agents are licensed to practice within any state. Enrolled agents are required to obtain continuing education credits annually to maintain their EA credentials; therefore as a client, you can feel at ease that your matter will be handled using the most accurate and up to date information available.

   

Diane Rowe Caprio (Owner)     

Diane has been providing accounting, payroll and tax services to businesses and individuals for over 30 years. She is originally from Clear Spring, Maryland and has lived in Washington County all her life. Diane attended the Hagerstown Junior College where she participated in the business and accounting program.

She continues to expand her knowledge by attending continuing education classes – an assurance that you will receive the quality service you expect and deserve. In March 2004, Diane received certification to practice before the Internal Revenue Service as an Enrolled Agent.

She is also a Notary Public for Washington County, Maryland.

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Susan Helser Clopper

Susan has been providing accounting, payroll, and tax services to small businesses and individuals for over six (6) years.  She is from Clear Spring, Maryland.

Susan operated a small business for 30 years prior to becoming a Maryland Licensed Tax Professional.  She understands the concerns and problems a small business owner encounters.  As a licensed tax professional, she is qualified in preparing federal taxes and all state taxes with the exception of New York.  She regularly attends continuing education classes, ensuring that clients are provided the best service in even the most complicated tax matters.

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Barbara McNamee

Barb graduated from Williamsport High School in Washington County, Maryland.  She received an Associates Art degree in Management.  In 1998 she took income tax preparation classes and began preparing individual returns.  Over the years, she has prepared returns that include small business and rental activities.

Barb is a Maryland Licensed Tax Professional and meets the annual requirements for continuing education.  She is also a Notary Public for Washington County, Maryland.

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Amy Cruz     

Amy is from Hagerstown, Maryland and is a 2013 graduate of Shippensburg University where she received her Bachelor of Science degree in Business Administration.  She has been an enrolled agent with the IRS since 2016.  Amy is now taking classes in order to sit for the CPA exam.

Amy concentrates in the areas of small business accounting and tax returns.