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.
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Nick Charveron, EA
Partner & Co-Founder
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Management
Michael Hoefke
Vice President of Sales, Enrolled Agent
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William Murphy,
CPC, CIPC
Director, Talent Acquisition
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Sarah Nieschalk, EA
Assistant Vice President, Servicing
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Maria Soto
Manager, Service —
Client Success
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Cynthia Patino
Director,
Human Resources
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Robert Jakovich
Senior Reviewer,
Tax Preparation
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Paul Rosario
Client Enrollment Manager, Spanish Language
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