Firm Profile

• Doreen Bray, Enrolled Agent
• Marc Goodman, CPA
• Kathleen Karlson, RTRP
• Bruce D. Katz, Esquire
• Irena Sarapiniene, Enrolled Agent

In 1980, Doreen Bray began preparing taxes and, with her brother Peter Bray, founded Bray's Tax Service. For more than 20 years they worked together building their practice by offering individualized service and sometimes meeting with clients in their homes. They held personal meetings with each client for a detailed review of their income and deductions and to ensure that no detail was missed. After having offices at various locations throughout Fairfield County, in 1985 they consolidated their practice into a single, permanent home in an historic building in the Saugatuck section of Westport. These offices are within walking distance of the Westport train station and close to I-95. After being in the business for more than twenty years, Peter Bray retired in 2003. Doreen Bray formed Saugatuck Tax Group, Inc. at the same location and is a principal with the company today.

 

What Is an Enrolled Agent?

An Enrolled Agent (EA) is a person who has earned the privilege of practicing and representing taxpayers before the Internal Revenue Service. EAs are licensed by the Department of the Treasury, and can represent taxpayers at any IRS office throughout the United States before all administrative levels for audits, collections, and appeals. To qualify, EAs are required to demonstrate their competence in matters of taxation, pass a rigorous test, and pass a background check. Unlike attorneys and CPAs, who may or may not specialize in taxes, all EAs specialize in taxation.

 

Doreen Bray, Enrolled Agent

Doreen Bray became an Enrolled Agent in 1982 and is President of the company.

She is a member of the National Association of Enrolled Agents, a Fellow of the National Tax Practice Institute, a member of the National Association of Tax Practitioners, and a member the Westport/Weston Chamber of Commerce.

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Marc Goodman, CPA
(203) 227-2311
ext. 104

Marc graduated from University of Connecticut where he received his Bachelor of Science Degree in the School of Business Administration.

Marc uses his extensive experience to provide business and individual clients with professional and personalized accounting, tax planning, preparation and consulting services. He is a Certified QuickBooks ProAdvisor and prepares quarterly payroll reports. Marc prepares individual, corporate and partnership tax returns. He represents clients before all administrative levels of the IRS.

He is a member of the Westport/Weston Chamber of Commerce, UConn Alumni Association, AICPA and CSCPA.

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Kathleen Karlson, RTRP
(203) 227-2311
ext. 105

Kathy joined us in 1986 and has been in the tax business for over 25 years. She specializes in sole proprietorships and individual taxes. Kathy meets with her clients for an interview every year to prepare their tax return, discusses retirement plan options and offers tax planning.

Kathy is a member of the National Association of Tax Practitioners, Westport/Weston Chamber of Commerce and a Fellow of the National Tax Practice Institute.

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Bruce D. Katz, Esquire
(203) 227-2311
ext. 109

Bruce Katz practices in the areas of individual, business and nonprofit taxation, estate planning, real estate, corporate and general business law.

Bruce earned his B.B.A. in accounting from George Washington University in 1981 and his law degree, Cum Laude, from Boston University School of Law in 1987. He is admitted to practice law in both Connecticut and Massachusetts and is also a CPA.

Bruce is Vice Chairman and a member of the Board of Directors for CLASP Homes, Inc., which is a nonprofit organization providing homes and opportunities to adults with autism and developmental disabilities. He is a member of the Connecticut Bar Association.

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Irena Sarapiniene, Enrolled Agent
(203) 227-2311
ext. 107

Irena graduated Cum Laude from Concordia College, Bronxville, NY, with a Bachelor of Science in Business Administration. She specializes in individual and small business returns. Irena prepares Schedule C's, C Corporations, S Corporations, and partnership returns. She offers tax planning, prepares trial balances and looks for skipped deductions.

Irena specializes in new business start-ups. She advises on information needed for starting a new business such as IRS and State requirements, payroll and sales tax. She can help set up QuickBooks and advise you on bookkeeping and record keeping.

She is a member of the National Association of Enrolled Agents, National Association of Tax Practitioners, Westport/Weston Chamber of Commerce and a Fellow of the National Tax Practice Institute.

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For any inquiries please call (203) 227-2311.