Barbara E. Roe EA

Enrolled Agent | Managing Partner

Experience:   

Barbara has nearly thirty years of experience as a tax practitioner and Enrolled Agent focusing on individual, small business, trust, and estate taxation; as well as in the accounting field, specializing in small business set-up, training and problem resolution. In 2017 she and two other tax professionals founded the City Center Tax Group.  She was previously with Langley Financial Services LLC as Tax Office Manager from 2004 to 2017 and was previously with D. Barry Iacono and Associates in Virginia Beach from 1989 to 2004.   


Education and Designations:   

Enrolled Agent, Department of the Treasury, Internal Revenue Service Registered Financial Paraplanner, College of Financial Planning Industriekaufmann, Fachberufsschule of Frankfurt, Germany  

 

Memberships and offices held:   

Hampton Roads Chapter Virginia Society of Enrolled Agents, President 2003- 2007  

Virginia Society of Enrolled Agents: Treasurer 2005 - 2010,  Director 2010 - 2012  Vice President 2012 - 2014 President 2014 - 2016 

National Association of Enrolled Agents, Member 1999 - present   


Awards:  

2008 Enrolled Agent of the Year, Virginia Society of Enrolled Agents  

Iris R. Garriss AFSP, RTRP

Annual Filing Season Practitioner | Registered Tax Return Preparer | Partner

   Iris has over thirty years of experience in the tax preparation field.


   She began her tax career with the Internal Revenue Service in 1981.  She was involved with tax preparation as well as collection and auditing issues.  Some of her duties also included teaching and developing training material for new employees.  She was frequently called upon to give seminars and tax talks to private, civic, religious and governmental organizations.   She retired from the Internal Revenue Service in 2007.  


   She began work as a tax practitioner with Langley Financial Services from 2008 until 2017, specializing in individual, small business, trust and estate taxation.


   She is a Registered Tax Return Preparer and is designated as an Annual Filing Season Practitioner by Department of the Treasury.  She studied at Averett University and St. Leo College.  

Theresa F. Cofsky, EA

Enrolled Agent | Partner

  

   Multiple moves as a military spouse motivated Theresa to pursue education in the field of tax preparation. Theresa’s enthusiasm for taxes inspired her to make it a career.


   Theresa has almost 25 years of experience in the tax preparation and specializes in individual, small business, estate and trust taxation. Additionally, Theresa is knowledgeable in document preparation for ownership transfer of assets during estate or trust administration. Theresa was most recently employed as a tax professional at Langley Financial Services from 2006 to 2017.


   Theresa has been an Enrolled Agent since October 2002 and earned a Bachelors Degree from Notre Dame of Maryland University in 1979. Theresa is a member of both the National Society of Enrolled Agents and the Virginia Society of Enrolled Agents.

Carol F. Kocevar, EA

Enrolled Agent | Associate

   Carol began her “taxing” career soon after marriage to an active duty military man which presented her with interesting tax issues with multiple moves and multiple states.   She began with H&R Block in South Carolina at an office just outside the Charleston Naval Base with its FBM submarines whose crewmembers enjoyed special tax advantages.


   After a move to Maryland, she continued working for Block on the Ft. Meade Army Installation focusing on the needs of the military, both active duty and retired.   With the final move to Virginia, she worked for multiple Block districts as an All-States Specialist preparing returns for any state required to be filed for clients. 


   Carol joined Langley Financial Services’ Tax Office team in 2009 preparing returns for individuals, small businesses, estates and trusts.   


   She is excited to be with Barbara, Theresa and Iris at the beginning of the City Center Tax Group.  


   Carol has been licensed as an Enrolled Agent since May, 1999 and earned a Bachelor’s of Science from UNC-Wilmington in 1979.