Morgan Holmes, CPA
Tax Manager
Hiren Patel
Seasonal Tax Accountant
Daniela Barbosa
Client Experience & Success Manager
Maia Jackson, CPA Seasonal Tax Manager
Shanick Lindo
Seasonal Tax Accountant
Leonel Amador Rodriguez
Customer Experience Operations & Systems Lead
James Masotti
Owner
Lori-Beth Christopherson
Seasonal Tax Accountant
Brian Smith, CPA (inactive)
Advisor
Gregory Mohl, CPA
Advisor