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Previously at
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Caroline Buckley

Tax Advisor

Enrolled Agent, Master of Science in Taxation

6+ years experience

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Laura Moreno

Co-founder, Chief Tax Officer

Certified Public Accountant

12+ years experience

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No items found.

Colleen Boyce

Lead Tax Advisor

18 years of experience

Jim Carroll
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Jim Carroll

Senior Tax Advisor

Juris Doctor, Attorney in New York

7+ years experience

Jason Hoffman
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Jason Hoffman

Tax Advisor

Certified Financial Planner®, Enrolled Agent, and Equity Compensation Associate

8+ years experience

Previously at
No items found.

Caroline Buckley

Tax Advisor

Enrolled Agent, Master of Science in Taxation

6+ years experience

Previously at
No items found.

Zach Alexander

Tax Advisor

Certified Public Accountant

8+ years experience

Sam Patrone
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No items found.

Sam Patrone

Tax Advisor

6+ years experience

Ben Davidson
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Ben Davidson

Tax Analyst

Certified Public Accountant

5+ years experience

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No items found.

Kayleen Ho

Tax Analyst

5+ years of experience

Jonathan Linciome
Previously at
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Jonathan Lincicome

Tax Analyst

Enrolled Agent

4+ years experience