About

Meet

The Founders

Founder

We are a mix of Licensed Tax Professionals, Enrolled Agents, Software Developers, and Marketing Professionals. We started our career together at Ernst & Young in the Private Client Services High Net Worth Individual Team between 2010 to 2015. The typical client’s annual revenue ranged from $20m to $2 billion, giving our team the advantage we needed to competitively thrive in the market as highly coveted Tax Practitioners.

our team

The Crew

Co-Founder

Co-Founder

Co-Founder

Staff Accountant I

Staff Accountant II

Tax Manager

Director of IT

Onboarding Specialist

Marketing Manager

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