Our Team
Meet Our Experts
Experienced tax and accounting professionals dedicated to providing expert guidance tailored to your financial needs.
Cat Glass
Marketing and Strategy
Marketing · Strategy · Client Growth
Expertise
Marketing strategyClient growthReferral campaignsClient onboardingBusiness strategyOwner communication
Jared Smout
Anthony Smout, CPA
CPA for over 18 years, Arizona
Expertise
Installment AgreementBusiness and Individual Tax Returns
John Schantz, Jr.
John Shantz, CPA
Degrees in accounting and finance, New York
Expertise
IRS Letters and NoticesReal Estate InvestorsTrust, S Corp, Partnerships
Steve Goldmann
FinTech and Data
Expertise
FinTechData systemsAutomationProduct developmentiPacioFinancial workflows
Vincent Lloyd
Vincent Lloyd, CPA
CPA, CRTP, EA, Cert. Financial Forensics, Minnesota, Florida
Expertise
Dealing with Liens and Levies, Garnishments, and Asset Seizures
S
Sharon Morgan
IRS Tax Pros, LLC
Enrolled Agent, Certified Tax Resolution Specialist, Florida
Expertise
IRS Tax Transcript ManagementTax Debt Resolution