Taxes Are Complicated. We Make Them Simple.

With 25+ years as an entrepreneur, Geoff understands the challenges of growing a small business. He leads the team with a focus on simplifying tax compliance, making it safe and efficient. Geoff is passionate about building financial wellness through smart, user-friendly solutions that empower individuals to build more resilient futures.

Elizabeth is a seasoned Director of Operations with 25+ years of experience in customer success, SaaS, and fintech. She has a proven track record of boosting revenue, improving product adoption, and building lasting partnerships. Elizabeth's passionate about helping customers thrive through smart strategies and innovative solutions.

BelindaLea has over 40 years of experience in helping small businesses navigate the complexities of financial accounting and compliance. This extensive background makes her perspective highly beneficial for our customers. Her insights offer significant value to both our team and our clients.

Jared has ten years of experience in diverse technology and business sectors, developing a versatile skill set that equips him to address various technical challenges. His expertise facilitates the optimal alignment of developers with corporate goals.

Daria brings over seven years of experience in quality assurance, specializing in banking and tax reporting. She ensures that all products adhere to the highest quality standards and is dedicated to providing reliable, secure solutions that simplify tax filing and compliance.

Laura brings over 15 years of experience in the e-commerce sector, focusing on improving customer experiences through effective communication and problem-solving. She is dedicated to crafting seamless, engaging interactions that promote customer satisfaction and loyalty.