Our TeamCompany culture requires commitment. We work every day to live up to what we value most.

We’re not your average tax, accounting and bookkeeping service.
Tax Quotes Team

At TaxQuotes, our goal is to make the tax relief industry better, and we believe the best way to do that is through our people.

We’re a vibrant, nimble team that works hard, but also believes in having fun along the way. Whether we’re helping a customer with a tough case or strategizing a way to operate more efficiently, we show up every day ready to take on a new challenge or creatively solve a problem.

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John Oh

Founder, CEO

An entrepreneur and digital marketer, John founded TaxQuotes to bring transparency to the tax industry. Previously, John served as vice president and chief marketing officer at one of the nation’s largest tax relief companies. He enjoys science fiction and always makes time to hack on the latest marketing tools.

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Satyam Mehta

Chief Legal Officer

Satyam is father to three daughters and husband to a United States Marine. He has over 15 years of experience in tax planning, resolution and litigation. Satyam enjoys traveling, staying physically and spiritually active, and learning music.

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Dylan Le

Creative Director

Dylan is TaxQuotes’ resident illustrator and multimedia expert. He enjoys using digital tools to help brands tell their stories in new and exciting ways, and taking ideas from simple drawing to computerized animation. When he’s not working, Dylan loves drawing, painting and creating animated short films.

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Jamie Duong

Controller

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.

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Daniela Oh

Executive Management

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.

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Katie Nelson

Digital Marketing & Strategy

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.

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Sean Savage

Project Manager

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.

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Adam Smith

General Manager

Adam enjoys coaching his tax advisory team and helping them become the best they can be. When he’s not working, Adam is likely spending time with his four children and tackling his wife’s honey-do list.

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Kevin Sorenson

Billing Manager

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

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Laura Brummett

Call Center Manager

Laura strives to help others in any way she can. She has a background in science and medicine. In her spare time she enjoys cooking, reading, and traveling.

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Mariah Pongener

Client Operations Manager

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.

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Mitch Nord

Billing Manager

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.

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Jeremey Dodd

Compliance Manager

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.

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Tyrone Mobley

Tax Advisor Manager

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.

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Jesus Garcia

Business Development

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.

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Devon Munoz

Enrolled Agent

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.

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Jennifer Rose

Enrolled Agent

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.

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Ronald Stein

Enrolled Agent

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.

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Kenneth Lee

Senior Tax Preparer

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.

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Tom Chu

Senior Tax Preparer

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.

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Kirsten Pope

CRM Coordinator

Kirsten is the CRM Coordinator at TaxQuotes, overseeing automations and managing CRM maintenance and documentation. She has a history in social media marketing and administrative assistance as well as a Bachelor’s degree in accounting. In her free time Kirsten oil paints or spends her time with her family, friends, and her dachshund.

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Sergio Morales

Senior Financial Analyst

Sergio is TaxQuotes’ senior financial analyst. Born and raised in Orange County, he has worked in the tax industry for four years and enjoys traveling, collecting shot glasses, spending time with his daughter and working on his car.

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Daisy Martinez

Senior Client Operations Specialist

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.

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Geralyn Costantino

Senior Client Operations Specialist

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.

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Topher Lum

Video Producer

Topher is a visual storyteller who uses video to bring his vision to life. He’s an experienced video editor and marketer who loves all things creative. In his free time, he enjoys skateboarding and snowboarding, and most of all, he loves spending time with his wife.

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Camille Alarcon

Associate Tax Preparer

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.

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Alora Escalante

Billing Specialist

Alora loves living in OC. She enjoys getting her pictures taken and listening to all kinds of music. She loves looking at and test driving fast cars, as well as spending time with family and friends.

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Abby Butler

Client Operations Specialist

Abby is a former freelance graphic designer and karaoke pro who has dipped her toes in a plethora of fields, always in a client-facing role. She loves getting to know people, and in her free time she enjoys reading, learning historical trivia and being a dog mom to her two mini aussiedoodles.

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Ariel Coronado

Client Operations Specialist

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.

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Arlene Bulucianu

Client Operations Specialist

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.

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Leonela Padilla

Client Operations Specialist

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.

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Emerald Marston

Client Operations Specialist

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.

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Erica Prickett

Client Operations Specialist

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.

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Shenee Austin

Client Operations Specialist

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.

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Chrissie Rizzotti

Compliance Specialist

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.

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Stephanie Rizzotti

Compliance Specialist

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.

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Al Evans

Senior Tax Advisor

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.

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Brandon Lignell

Senior Tax Advisor

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.

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Cody Rorie

Senior Tax Advisor

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.

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Daniel Jocoy

Senior Tax Advisor

Daniel is a senior 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.

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David Tagg

Senior Tax Advisor

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.

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Elizabeth Rodriguez

Senior Tax Advisor

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.

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Jada Owens

Senior Tax Advisor

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.

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Jacob Grable

Senior Tax Advisor

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!

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Jamey Barnes

Senior Tax Advisor

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.

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Jeff Ried

Senior Tax Advisor

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!

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Jeffrey Johnson

Senior Tax Advisor

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.

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Kara Taylor

Senior Tax Advisor

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.

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Mark Borden

Senior Tax Advisor

Mark is an enrolled agent with 30+ years of resolution experience, 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.

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Nick Pagano

Senior Tax Advisor

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.

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Patricia Cordova

Senior Tax Advisor

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).

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Sarah Andrade

Senior Tax Advisor

Sarah is a senior tax advisor at TaxQuotes. She is passionate about helping her clients and enjoys spending time with her husband, three kids and two rescue dogs.

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Tricia Garrett

Senior Tax Advisor

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.

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Jazmyn Buendia

Administrative Assistant

Jazmyn is enthusiastic about helping others. She has a background in sewing and likes to partake in conventions. In her spare time, she studies the Japanese language.

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Kourtney Pope

Administrative Assistant

Kourtney is an administrative assistant and mail clerk at TaxQuotes. She is an incredibly flexible worker, ready to take on any task to help out our team. In her free time, she likes to play video games and spend time with her friends, family, and her parakeet Trevor.

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Grace Talley

Receptionist

As TaxQuotes’ receptionist, Grace is the friendly voice clients hear on the other end of the line. When not working or pursuing her bachelor’s degree in business administration, Grace enjoys jet-skiing with her fiancé, trying new restaurants and spending time with her three dogs.

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Chris Iorizzo

Call Center Representative

Chris currently resides in California but is originally from New York. He has a passion for helping people, drawing on his extensive customer service experience. Chris enjoys spending time outdoors, whether it’s snowboarding, mountain biking, camping, or simply hanging out at the beach. Additionally, he is an avid fan of football and soccer.

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Maddie Manganiello

Call Center Representative

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!

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Natasha Perez

Call Center Representative

Natasha is a Native New Yorker now living in the Sunshine state. With her vast experience in sales, she is dedicated to helping her clients. She enjoys spending time with her little family, her husband and her fur baby and watching animation.