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
Michael Hoefke
Vice President of Sales, Enrolled Agent
William Murphy,
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., LL.M.
Tax Preparation
Joshua Robison
Manager, IT
Arely Antunez
Resolution Manager
Cynthia Patino
Human Resources
Deborah Parks
Enrollment Process Master
Jordan Snow
Tax Assurance
Robert Jakovich
Senior Reviewer,
Tax Preparation
Brian McDonald
Resolution Sales
Paul Rosario
Client Enrollment Manager, Spanish Language
Annabelle Borota, Esq.
General Counsel