Executive Leadership
Meet our visionary leaders who drive innovation and excellence in specialized tax services. We are a team of professional engineers, CPAs, tax attorneys, designers, and CPAs, dedicated to empowering business owners through proven expertise, education, and innovative strategies.
Julio Gonzalez
CEO & Founder
- West Palm Beach, Florida
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Brian Payne
President & CFO
- West Palm Beach, Florida
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Alex White
Chief Operating Officer
- New York
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Kim Lochridge
Chief Revenue Officer
- Scottsdale, AZ
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Heidi Henderson
Chief Marketing Officer
- Northern Utah
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Michael D'Onofrio
Managing Director & Chief Products Officer
- Charlotte, North Carolina
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Schneider Jean-Francois
Chief Marketing Technologist
- South Florida
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Kim Marinucci
Director of Human Resources
- West Palm Beach, Florida
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Russ Johnson
Chief Technology Officer
- Mapleton, Utah
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Client Development Team
Dedicated professionals focused on understanding and meeting our clients' unique needs.
Charina Padilla
Client Development Director
- West Palm Beach, Florida
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Cindy Blumenfeld P&C
Client Development Director
- West Palm Beach, Florida
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Dave Mitchell
Client Development Director
- Chicago, Illinois
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Gabriel Florentino
Client Development Director
- Houston, Texas
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Geoffrey Kimmel
Client Development Director
- Philadelphia, Pennsylvania
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Thomas Kinsey
Client Development Director
- Portland, Maine
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Operations Team
The backbone of our organization, ensuring seamless delivery of our services.
Nick Macsanders
Executive Director of Business Innovation & Technology
- Seattle, Washington
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Frank Duque
Operations Manager
- West Palm Beach, Florida
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George Matar II
Operations Manager
- West Palm Beach, Florida
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Lauren Santelli
Operations Manager
- West Palm Beach, Florida
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Adil Surani
Operations Manager
- Houston, TX
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Whitney Fagan
Vice President of Grants & Incentives
- Fort Myers, Florida
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Join Our Team of Experts
We're always looking for talented professionals to join our growing team. Discover exciting opportunities to make an impact in specialized tax services.
Advisory Group
Our team of seasoned advisors brings deep industry expertise and strategic insight to every client engagement.
