Founders
Jacob Dayan, Esq.
Jacob Dayan, Esq.
CEO & Co-Founder
Jacob Dayan was born and raised in Chicago, Illinois. After graduating with a Bachelor’s in Business Administration from the University of Michigan’s Ross School of Business, he moved to New York City, where he began a career as a financial analyst at Bear Stearns’ industry leading Financial Analytics and Structured Transactions group.
Adam Dayan, Esq.
Partner & Co-Founder
Nick Charveron, EA
Partner & Co-Founder
Management
Michael Hoefke
Vice President of Sales, Enrolled Agent
William Murphy,
CPC, CIPC
Director, Talent Acquisition
Jessie Seaman,
Esq. & EA
Vice President of Client Servicing and Engagement
Sarah Nieschalk, EA
Assistant Vice President, Servicing
Maria Soto
Manager, Service —
Client Success
Daniel Urban, Esq.
Manager,
Tax Preparation
Joshua Robison
Manager, IT
Arely Antunez
Resolution Manager
Cynthia Patino
Director,
Human Resources
Deborah Parks
Enrollment Process Master
Jordan Snow
Manager,
Tax Assurance
Kristan Venlos
Manager,
Business Analytics
Robert Jakovich
Senior Reviewer,
Tax Preparation
Brian McDonald
Manager,
Resolution Sales
Paul Rosario
Client Enrollment Manager, Spanish Language
Annabelle Borota, Esq.
General Counsel