Barbara J.


Principal | CPA



Helping not-for-profits stay ahead of the curve

Barb is the leader of the firm’s Not-For-Profit Tax Services Group. She serves clients in a variety of industries, but her main focus is with tax-exempt organizations.

Although a large portion of her career has been devoted to public accounting, Barb also has experience as the financial manager of a private healthcare consulting firm. She regularly speaks at seminars of local organizations and groups regarding not-for-profit and other tax compliance issues.

Barb is a Principal and member of the firm’s Tax Consulting and Compliance Group, working with clients throughout New England. She provides services mainly in the tax planning and compliance arena, including business and individual taxation as well as tax-exempt reporting.

Experience Highlights:

Barb helps clients with a variety of issues including:

  • Tax-exempt compliance
  • 501(r) Mock Audits
  • Tax planning and reporting for businesses and individuals


  • UBI and Foreign Filings, presented at 2018 Private Foundations Roundtable in association with Prime Buchholz
  • Emerging Issues in NFP Tax Compliance, presented to Maine Chapter of Healthcare Financial Management Association
  • 501(r) Compliance for Hospitals, presented to Maine and NH/VT Chapters of Healthcare Financial Management Association
  • Information Reporting, presented to Maine Chapter of Healthcare Financial Management Association
  • Governance & Tax Reporting, presented to NH/VT Chapter of Healthcare Financial Management Association
  • Unrelated Business Income, presented at Not-for-Profit workshop, Portsmouth
  • Schedules H and K, presented to ME and NH/VT Hospital Sessions and NH/VT Chapter of HFMA
  • Form 990 Governance, presented at Health Care training and the Maine Chapter of HFMA
  • Payroll, Accountable Plans, Meals, Travel & Entertainment, Tax training
  • Intermediate Sanctions & Compensation Reporting, presented to MAN Skill Builder Program
  • Form 990 Compliance, presented to Maine and NH/VT Chapters of HFMA
  • Tax Compliance Update for Nonprofit Organizations, presented at Not-For-Profit workshop, Portsmouth

Memberships and Committees:

  • American Institute of Certified Public Accountants
  • Maine Society of Certified Public Accountants, Past Board of Governors Member
  • Massachusetts Nonprofit Network

Community Service:

  • Maine Youth Leadership
  • Maine Society of CPAs
  • Refuse 2B Feeble, Treasurer


  • CPA