Taxes Are Complicated. We Make Them Simple.

With over 25 years of experience in SaaS, fintech, and customer success, Elizabeth drives operational excellence and strategic growth. She focuses on building scalable systems, empowering teams, and enhancing the customer experience through innovation and efficiency.

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.

Daria has more than seven years of experience making sure banking and tax tools work exactly like they should. She checks every detail to keep our products safe, reliable, and easy to use—so filing taxes feels a whole lot simpler.

Jared has spent 10 years working in different tech and business areas, picking up a wide range of skills along the way. He’s great at solving tricky tech problems and making sure our developers stay focused on what matters most to the business.

BelindaLea has been helping small businesses with their finances for over 40 years. She knows the ins and outs of accounting and making sure everything follows the rules. Her experience is a big win for us—and for you. Her advice helps our team work smarter and gives real value to our clients.

Karen Van Thournout (KVT) is a seasoned professional with over 30 years of experience in finance, technology, and digital marketing. She specializes in SEO and data-driven strategies, helping businesses grow by improving visibility, driving results, and achieving sustainable growth.

Brad is a Growth Marketer who combines data, strategy, and creativity to drive business growth. With experience in support, sales, and strategic planning, he specializes in customer acquisition and retention. He is dedicated to making tax filing more efficient and rewarding, reducing stress and improving outcomes.

Laura has over 15 years of experience in e-commerce, helping customers have better, smoother experiences. She’s great at solving problems and making sure communication is clear and helpful. Her goal? Happy customers who keep coming back.