Director 1
Co-founder, TaxSample
Leads tax preparation and review. Fifteen years preparing and reviewing US individual, partnership and corporate returns for CPA firms, and building the review checklists the team works to.Sample
About
Firm Name exists to give CPA and accounting firms dependable capacity without giving up control of quality, security or the client relationship.
Why we exist
Firms do not hesitate over price. They hesitate over trust.
Will the work meet our standard? Is the data safe? Will they approach our clients? The business is built around those three questions: your standards are the ones we work to, the security approach is written down before anything starts, and we never work for your clients directly.
Leadership
Profiles marked Sample are placeholders until the directors' own details are published.
Co-founder, TaxSample
Leads tax preparation and review. Fifteen years preparing and reviewing US individual, partnership and corporate returns for CPA firms, and building the review checklists the team works to.Sample
Co-founder, Client Delivery and OperationsSample
Leads onboarding, delivery and information security. Twelve years running outsourced accounting and client advisory teams for US firms, with a focus on turnaround, communication and data protection.Sample
Start a conversation
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.