Jamie is TaxQuotes’ controller. She uses her passion for math and numbers to help businesses manage their finances. Jamie loves spending time with her husband and two daughters, especially taking trips to beaches and parks.

Daniela was born and raised in Brazil. An organizer, problem-solver and entrepreneur at heart, she loves eating, nature adventures, traveling and, most of all, her family.

Katie oversees TaxQuotes’ marketing and digital content. A former reporter-turned-digital marketer, she is passionate about helping brands communicate efficiently and effectively. In her free time, Katie likes doing crossword puzzles and visiting coffee shops.

Sean ensures TaxQuotes clients receive the services they deserve in order to resolve their tax issues. Happily married for 10 years and dad to two children, Sean loves watching live sporting events, listening to music and cooking BBQ.

Sergio is TaxQuotes’ Senior Tax Compliance manager. Born and raised in Orange County, he has worked in the tax industry since 2018 and enjoys traveling, collecting shot glasses, attending baseball games, spending time with his daughter and working on his truck.

As a business analyst and marketer, Jesus ensures that our tax advisors have the tools and resources they need to deliver exceptional service to our clients. On his free time, he enjoys jiu-jitsu, hiking, and spending time with his family.

Mitch has worked for several years as a legal administrator. He is an avid sports fan who enjoys traveling and hanging out with his wife and two dogs. In his spare time, he enjoys going to the beach and finding new adventures.

Kevin is a billing specialist who is passionate about helping people. A proud graduate of UCI, he enjoys riding e-bikes with his wife Linda and going for long walks with his Frenchie, Rufus

Devon loves helping clients and making their lives less stressful through tax resolution. In his spare time, he likes to travel, get outside and shoot film photography.

Jennifer is an enrolled agent with over 10 years in tax resolution experience. She enjoys helping people resolve stressful tax problems. She enjoys taking her son and daughter to national parks and museums even though they do not enjoy it. She loves live music, traveling, golfing and outdoor sports.

Ron has several years of experience working as an Enrolled Agent and helping clients. Ron enjoys playing on a ice hockey team, working out, hiking, live music, and traveling. He loves to spend time with his girlfriend, two daughters, and family.

Kenneth is an Enrolled Agent. He has prepared individual and business tax returns for more than 10 years. He enjoys tackling challenges and comes up with best resolution for clients. He is a father of two beautiful daughters. In his free time, he plays golf and enjoys spending time with his daughter.

Tom is an experienced tax preparer with 17 years in the field. He works diligently to provide the best service to clients in need. In his free time, Tom enjoys traveling, outdoor activities and creating and shaping bonsai trees.

Camille is an associate tax preparer at Tax Quotes, has been preparing individual and small business returns for the past few years. She takes pleasure in digging into returns to ensure every penny is found for the client. In her free time, she enjoys traveling and spending quality moments with her husband and their two dogs.

Jeremey, a tax accounting professional since 2010, grew up in the Midwest and now resides in California. He enjoys resolving client tax issues and finds extra satisfaction in assisting people in the special needs community. He is married with five children and a family dog. He enjoys hanging out with loved ones, riding motorcycles, and playing guitar.

With 20+ years in customer service, Chrissie has always had a passion for helping people. She enjoys spending her down time with her son and their dog, Apollo, taking walks, going to the lake, or just staying at home and being silly.

Stephanie has worked in the tax industry for over 12 years. She grew up in New England and even as a young girl loved working with numbers and helping people whenever possible. She continues to bring that same dedication to her work today.

Mariah has more than 18 years of experience in the real estate industry. When working with clients, she always goes above and beyond to ensure they are taken care of. She is a mother of three and lives in Orange County. Outside of work, she enjoys spending time with her family and cruising.

Geralyn has more than nine years in the tax resolution industry and is currently studying for her enrolled agent credential. Originally from New Jersey, she moved to California in 1984 and fell in love with the Golden State. In her free time, she volunteers with violent crime survivors and enjoys traveling, listening to live music and spending time with her pet tarantula, Clarice.

She holds a B.S. in Mathematics and is a licensed tax preparer. With years of experience in client care, she derives immense satisfaction from assisting those around her. Being bilingual in Spanish and English enables her to serve a broader community. Additionally, as a mother of two girls, she cherishes moments spent reading, swimming, dancing, and enjoying quality time with her family.

Ariel has over 10 years of customer service experience and takes pride in helping people solve their problems. She enjoys going to music festivals, learning how to bake, and spending quality time with her family and two cats, Raymundo and Munchie.

Arlene has more than 20 years of professional recruiting for corporations. Has a passion building rapport with people to ensure all are taken care of and leave satisfied and happy. She is a mother of two beautiful daughters and outside of work she enjoys spending time with her family, hiking, puzzles, and playing soccer.

Leonela is a client care specialist with TaxQuotes. When she’s not helping clients have the best experience possible, she likes to read, hike, lift weights, compete in mud runs and spend quality time with family.

Emerald is a dedicated professional with nine years of experience in customer service and a strong commitment to excellence. A culinary school graduate, Emerald combines a passion for cooking with a love for art. She is recently married and enjoys a happy home life with her husband, two cats and two dogs.

With more than 12 years of client success experience and a bachelor’s degree in management, Erica is passionate about solving problems and supporting customers. In her free time, Erica enjoys traveling, reading and spending time outdoors with her husband and two sons.

Shenee is a client care specialist with TaxQuotes who also has experience in catering and being a personal chef. She has over 20 years of experience in customer service and takes pleasure in helping others. In her free time, she loves music, being with family and having fun.

Daniel is a manager tax advisor at TaxQuotes. He previously worked in construction, fitness, sales, and finance. He enjoys working with people and helping them in any way he can. Daniel loves to travel, embrace new cultures, and spend his time at the beach.

Sarah has years of management experience in the beauty, medical and finance industries. She is dedicated to providing the best service possible. She loves to travel and spend time with her husband, three kids and two rescue dogs.

Tyrone is a former cruise consultant turned tax guru. He is passionate about helping taxpayers get the help they need, loves to travel the world and is an experienced singer.

Al is a former sales professional turned tax advisor, is passionate about assisting taxpayers in getting the help they need. A proud family man, he loves spending time with his family, indulging in sports, and traveling.

Albert Santana offers a unique mix of skills, transitioning from a successful pest control salesman to a skilled tax advisor. His problem-solving abilities and client focus make him a valuable team member. Outside of work, Albert enjoys hiking, biking, and spending time with his family, while his love for East Coast bagels adds a personal touch.

Alex was born in Mexico City and now residing in Southern California, is fully bilingual in Spanish and English. A licensed Real Estate professional, Alex is passionate about helping families with their tax-related issues, understanding the importance of compliance. As a father of three wonderful boys, he enjoys spending time RV’ing with family and close friends.

Beth Clemons is a dedicated professional with a strong background in auto refinancing. Known for her strong communication skills and her passion for taking care of her clients, Beth excels in her role and finds her work both challenging and rewarding. Outside of work, Beth is a passionate lover of books and movies, and she treasures her role as a mother of two and a devoted wife.

Brandon is a seasoned professional with over a decade in business and personal finance/leasing. His passion for helping customers achieve goals has grown. With a profound love for boating and college football, find Brandon at a University of Utah game or Lake Powell. Whether navigating financial strategies, cheering on his team, or cruising open waters, Brandon’s dedication shines through.

Cindy is originally from Pennsylvania and now lives in Florida. She has many years of experience in the financial services industry, including debt settlement, mortgage processing, and banking. Cindy is passionate about making a difference in people’s lives. In her free time, she enjoys spending time with her family, especially spoiling her granddaughter, and going thrift shopping.

Cody is originally from Michigan and has 7 years of financial service experience, including debt settlement, insurance, and tax preparation. He is very passionate about making a positive impact in someone’s life. Outside of work, he likes to play basketball, stay active in the gym, and relax at the beach.

David is an associate tax advisor at Tax Quotes. He previously spent 10 years as a mortgage agent where he learned to love helping people improve their financial lives. He is married, and the father of two boys. In his spare time he enjoys doing outdoor activities like golfing and hiking.

Elizabeth is the proud mother of two successful young men. She previously worked as a licensed health insurance agent and has a passion for helping people. In her spare time, she enjoys being with family and doing anything outdoors.

Jada believes in honesty and integrity above all else, and always puts her clients first. She has years of experience providing superior customer service, and has channeled that knowledge into becoming the best tax advisor she can be. She’s a thrill-seeker with a passion for traveling, but is just as happy spending time at home with her fiancé and kittens or reading a good book.

Jacob loves helping people and learning new things. He is currently studying all things AI and is super interested in technology. After work, he enjoys time with his dog and fishes. Also, he is a huge football and baseball fan. Go Pads!

Jamey is an enthusiastic tax advisor with experience in customer service and tax preparation. She believes in order to provide real service, you must have sincerity and integrity. In her free time, she loves spending time with her family and reading.

Jeff is a former entrepreneur turned tax advisor, is passionate about swift issue resolution for clients. Proud father of an adult daughter and aspiring rock star. Die Hard Husker. Go Big Red!

Jeff is a New York native and product of the Tri-State area, thrives in the financial services industry. With expertise in credit restoration, tax resolution, debt settlement, and mortgage lending, he assists clients nationwide. As an ATA at Tax Quotes, Jeff provides consultative tax issue resolutions. Outside of work, he enjoys traveling, spending time with family, and playing pool.

Kara is a native Texan who believes customer service is the heart of any business. She has over 10 years of customer service experience, along with administrative backing and working with special needs children. She enjoys spending time with her loving husband of 13 years and their two rambunctious young boys.

Maddie enjoys making new connections and supporting others. With a background in education and sales, Maddie grew up in Chicago and loves the city. She also has a strong passion for eating French fries in her free time!

Mark is passionate about helping others. Family-oriented, he cherishes time with his wife, two daughters, one son, and four grandchildren. Mark also enjoys music, travel, and long beach walks.

Megan is a professional dedicated to helping others and building meaningful connections. With a strong commitment to providing excellent customer service, Megan thrives on creating positive experiences for clients and colleagues alike. She believes that fostering relationships is key to success in any endeavor. In her free time, Megan enjoys spending time with her family, and traveling to new places to experience new things.

Michael has over 13 years of finance experience in the home remodeling industry. He brings strong problem-solving skills, a passion for helping others, and empathy to truly understand his clients’ needs. Outside of work, Michael enjoys time with his wife and three children. He also loves watching sports, collecting cards, playing sports, and spending time outdoors—hiking, biking, and relaxing at the beach.

Michaela is an outgoing, friendly, and bubbly kind of girl. She has a love for business, marketing and sales– always keeping a customer-centric ethic at heart. When she’s not helping people de-stress from the hectic world of taxes, she’s reading the next hot book, watching anime or playing video games.

Nick started out working for large vacation resorts in Florida where he learned to always put the customer first. He believes that from mistakes we can learn the most valuable lessons, and is always willing to help those in need. During his free time, Nick enjoys cooking, movies and traveling.

Patricia wants all of her clients to be free from the stress and burden of their tax issues. Her previous experience includes financial services and account executive. She always looks for solutions that are the best fit for her clients. Off time, you will find her on a road trip involving the ocean or mountains. Exploring the world is her passion (as well as some divine gelato along the way).

Tia has a diverse background in sales across hardware, software, and print management, with recent experience in planning cruise vacations. Now based in Saint Augustine, she’s also a licensed health insurance agent. In her free time, Tia enjoys spending time with her kids, exploring the beauty around them, and deepening her appreciation for wine through tastings and learning about winemaking.

Tricia brings her distinguished sales career to focus on client needs and problem-solving. As a dedicated learner and certified fitness trainer, she’s a loyal Buckeye. Tricia enjoys kitchen adventures, exploring foreign lands, and shares her life with her husband and four rescued dogs from three countries.