Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Meet Our Team

Joyce Mohr, EA

is the owner of Taxes Plus, a tax preparation and consulting business in Rockport Maine and Somerville MA. She is a graduate of Boston University. She began her career in tax by managing a retail tax office for a major US tax preparation company where she also taught continuing education classes to tax preparers in areas including: international, rental and depreciation. Currently Joyce teaches Part II of the Special Enrolled Agent Test Preparation course through MaSEA and is a seasonal software quality assurance analyst for a do-it-yourself tax preparation product. She has been an enrolled agent and a member of the MaSEA since 2007. She is a member of, and served on the nominating committee (2012 & 2013) of the National Association of Enrolled Agents. She has co-founded “Acacia in Kenya” an outreach project that partners with community leaders in Mumias, Western Kenya to care for and educate the community’s high school girls.


Nancy Goggin, Office Manager

Nancy spent many years in the Northeast, both in Vermont and Connecticut and moved to Florida in 2004. She worked in the corporate end of the insurance business as an Administrator, first at Travelers and then retiring from UnitedHealth Group in 2008. She began working remotely for Joyce in 2012.

 


Mary Dupuis, EA

Mary became an Enrolled Agent in 1981. She has been a tax professional for over 30 years, taught H&R Block courses for 15 years and currently teaches the SEE preparation course for MASEA. Mary is a Quality Assurance Analyst for H&R Block personal tax software. She is a member of MASEA.

 


Dyane Mohr, “Lifesaver”

Dyane, Joyce’s mom, lives in California and comes to the East Coast each year for a few weeks at tax season. During this time, she works diligently to ensure the office is organized and running smoothly.


Terry Anderson, MST

Terry received her EA in 2001 and her MST in 2009. She has been teaching modules of the SEE review course administered by the MASEA for over 10 years; specifically part 2 – sole proprietors, partnerships, corporations, non-profits, and estate and trust taxation. For the last 5 years Terry has given a Tax Update presentation for the MASEA. In addition, she gives presentations for the Sidney G. Kotzen Institute of Continuing Education at Northern Essex Community College. During the tax season she also has her own practice.


Geetu Wallecha

Geetu brings her excellent communication, interpersonal skills and financial planning experience to Taxes Plus. Geetu practiced as a financial planner at Mintz Levin Financial Planners. Prior to that Geetu taught economics at SRCC college Delhi University for 5 years. She is a member of NATP, NAEA and MaSEA.

 


Milo and Galaxy – Taxes Plus Mascots

Milo (black & white dog) was rescued from the Humane Society of Knox County in Thomaston, Maine in July 2012. He is a six-year-old mixed breed, very friendly and loves to greet clients, often with a gift for them. He was the first mascot at Taxes Plus.

Galaxy (white & brown dog) is a very sweet six-year-old Catahoula and is totally deaf with vision impairment (it seems he can see shadows) quickly integrated into the family. He was rescued (February 2014) from the Montgomery County Humane Society in Maryland. It would not have been possible without numerous rescue groups and shelters including the Louisiana SPCA in New Orleans, www.pawsadoption.org, Catahoula Rescue of New England and www.chesapeakesafeharbor.com.

Since his rescue was during tax season, he spent time with a foster family in Western Massachusetts until Joyce, Bob, Nancy and Milo could pick him up on April 19, 2014 – we are forever grateful to Gibby, Roger and family for taking care of him.