Meet Your BWFA Tax Team

Tax Advisor

Rachel Duncan graduated from the University of North Carolina at Charlotte with degrees in both Accounting and Finance. She has worked in public tax for over 7 years, including working in Charlotte, NC, and Boston, MA.  Rachel is on track to become a Certified Public Accountant.

Rachel lives in Annapolis, Maryland with her husband, two boys and two dogs.  She enjoys traveling, rugby and spending time with her family.

Tax Advisor

Ana joined BWFA as a Tax Advisor in 2017. She is a graduate of the University of Maryland, Baltimore County where she earned her BS in Financial Economics and minored in accounting. Prior to joining BWFA, Ana was a tax manager at DHG, LLP (formerly Stegman & Co.) where her experience included working with various types of business entities, individuals, non-profits organizations, and trusts. Ana is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.

Ana currently lives in Baltimore, Maryland. She enjoys traveling and spending time with family and friends.

Client Associate

Ann Garczynski is a graduate of the University of Baltimore with a Bachelor’s Degree in Business Administration and Accounting.  She is a native of New York City and began her career as a legal secretary in Manhattan.  After moving to Maryland, she worked at the law firm of Weinberg and Green in Baltimore while completing her degree.  Her first job after graduation was in the tax department of Deloitte & Touche LLP in their Baltimore office.  Her experience preparing both individual and business tax returns, along with her strong administration background and zealous commitment to getting tax returns completed on a timely basis makes her uniquely qualified to support BWFA as a Client Associate within its tax department.

Ann and her husband reside in Taylorsville, Maryland.  Their son currently attends college in New York.

Tax Consultant

Lex started his career in the tax department of Deliotte & Touche where he became a tax manager specializing in employee benefits and retirement plan consulting. He subsequently became a partner in a small local accounting firm where he focused his practice on providing tax services to small businesses and their owners. For 10 years he served as Chief Financial Officer of a large multi-state title agency and subsequently started his own title agency while also practicing law (primarily in the areas of taxation and real estate) for five years before joining a large regional accounting firm where he became the tax director in charge of the firm’s personal financial services group.

Lex has taught business law and accounting classes at Clemont College and was an adjunct professor at Villa Julie College (now Stevenson University) where he taught tax accounting classes. Currently he teaches graduate and undergraduate classes in individual and business taxation for the Smith Business School at the University of Maryland. He has been very active in the community, serving as the Chairman of the Howard County Pension Oversight Commission and also as the Vice Chairman of the Howard Community College Education Foundation. Lex has a B.A. in Economics from the University of Virginia and is an honors graduate of the University Of Maryland School Of Law.

Tax Consultant

James is a CPA with 30 years of tax consulting experience. He was previously a tax senior manager with the international accounting firm of Deloitte & Touche, the international consulting firm MAXIMUS, and also served for seven years as President and Chief Financial Officer of a systems integration firm serving the Mid-Atlantic region. His service covers individual and business clients ranging from start-ups to multi-national companies with a strong emphasis assisting entrepreneurs in the technology, retail, manufacturing, construction and real estate industries.

Jim is a graduate of Catawba College. He is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. He has also served in various capacities for several civic organizations including the Fairfax County Public Schools Education Foundation, Baltimore Area Council of the Boy Scouts of America, the Girl Scouts of Central Maryland, and past Chairman of the Leonard Cheshire Center USA.

Tax Associate

Tax Associate