Lynn Iacopelli, CPA Seasonal Tax Manager
Meg Broad, EA
Senior Tax Accountant
Daniela Barbosa
Client Experience & Success Manager
Elizabeth Gonzalez Senior Tax Accountant
Hiren Patel
Seasonal Tax Accountant
Leonel Amador Rodriguez
Customer Experience Operations & Systems Lead
James Masotti
Owner
Hazem Wahbi, CPA, MST
Senior Tax Accountant
Lori-Beth Christopherson
Seasonal Tax Accountant
Gregory Mohl, CPA
Advisor
Brian Smith, CPA (inactive)
Advisor