03 Northline Tax Studio Book
Index

04 · Credentials & leadership

Licensed CPAs and Enrolled Agents, year-round

A return at Northline Tax Studio is never outsourced overseas or handed to seasonal temporary staff. These are the credentialed CPAs and tax specialists who prepare, review and sign every engagement.

Our principals and senior tax advisers

  1. Illustration for Marisol Vance, managing partner: a stepped head-and-shoulders figure in white against horizontal rules, beside a ruled document and two paired returns. 01 ROLE 01 MANAGING PARTNER 320 x 400

    01

    Marisol Vance

    CPA, MST · Managing Partner & Principal Tax Adviser

    Licensed CPA, M.S. in Taxation, AICPA Tax Section member, 17+ years in public accounting. Marisol spent nine years in regional public accounting tax leadership and now gives closely held business owners partner-level attention all year long, leading pass-through entity structuring, multi-member partnership agreements, real estate tax strategy and final partner sign-off.

    Best contact reasonContact Marisol when an S-Corp question, a partnership return or a filing position needs a partner’s decision.

    Individual & equity-comp returnsBusiness tax returns
  2. Illustration for Otis Brennan, IRS representation lead: a head-and-shoulders figure filled with a horizontal hatch, beside a ruled document and a filing calendar with one date marked. 02 ROLE 02 IRS REPRESENTATION 320 x 400

    02

    Otis Brennan

    EA · Senior Tax Manager & IRS Representation Lead

    IRS Enrolled Agent admitted to practise nationwide, B.S. in Accounting, twelve years in multi-state tax and controversy work. Otis leads the IRS and state notice resolution desk, securing penalty abatements and correcting CP2000 brokerage and equity cost-basis mismatches, while overseeing complex multi-state filings.

    Best contact reasonContact Otis when an IRS or state notice has arrived, or a return now crosses more than one state.

    IRS & state notice resolutionBusiness tax returns
  3. Illustration for Lionel Ferris, entity compliance specialist: a head-and-shoulders figure built from square modules, beside a ruled document and a message block with a reply mark. 03 ROLE 03 ENTITY COMPLIANCE 320 x 400

    03

    Lionel Ferris

    ATP · Senior Tax Associate & Entity Compliance Specialist

    Accredited Tax Preparer (ATP, ACAT), B.S. in Finance and Accounting, multi-state nexus and quarterly planning specialist. Lionel coordinates new business formations, Form 2553 S-Corporation elections, state Pass-Through Entity Tax (PTET) calculations and mid-year estimated tax check-ins. Clients value his organised onboarding checklists and jargon-free walkthroughs of quarterly voucher schedules and portal uploads.

    Best contact reasonContact Lionel when a new entity is being formed, an S-Corp election is due or quarterly estimates need resetting.

    New entity formationIndividual & equity-comp returns
  4. Illustration for Adaeze Okoro, business reporting manager: a solid head-and-shoulders silhouette with a grid knocked out of it, beside a ruled document and a checked list. 04 ROLE 04 BUSINESS REPORTING 320 x 400

    04

    Adaeze Okoro

    CPA · Assurance & Business Reporting Manager

    Licensed CPA and GAAP and SSARS compilation and review specialist, ten years in commercial accounting. Adaeze bridges financial accounting and tax compliance for growing operating companies, has prepared hundreds of SSARS-compliant compilations and reviews for commercial bank renewals and SBA acquisitions, and aligns internal accrual financials with year-end corporate tax filings.

    Best contact reasonContact Adaeze when a lender needs compiled or reviewed statements, or the books need reconciling to the return.

    Compiled & reviewed financialsTax planning & S-Corp strategy

05 · Contact

Ask for the adviser you need

Name a CPA or Enrolled Agent in your message if you have one in mind. Availability is confirmed separately, and the studio will say plainly if a colleague is the better fit.

Book Send an enquiry

Or write to hello@northlinetaxstudio.example and the studio replies Monday to Friday, 9:00 AM to 6:00 PM.

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