Recognized as an
Best Firm to Work For
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Nick Pasquarosa
Founder & CEO
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Terry Rubenfeld, CPA
CFO / Director of Advisory Services
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David Emmerman
Chief Operating Officer
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Steven Muller
Vice President of Growth & Partnerships
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Dave Bornt
Vice President Of Client Services
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Ryan Anvari, CPA
Director of Tax and Business Services
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AJ Egan
Director of People and Culture
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AJ Egan
Director of People and Culture
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Alicia Hornsby
Onboarding Advisor
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Amela Jelecevic
Client Billing & Support Specialist
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Ana Mae Pena
Senior Accountant, Onboarding
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Andy Steinberg
Onboarding Advisor
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Anthony Epstein
Account Executive
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April Zamor
Onboarding Manager
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Ashley Brooks
Executive Assistant
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Bradley Price
Senior Engineer
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Brandon Cooperman
Senior Client Advisor
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Brandon Wasser
Accounting Manager
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Brenda Fuentes, EA
Senior Tax Advisor
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Brian Haimchand
Accounting Manager
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Chris Autwell
Senior Engineer
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Danielle Rutigliano
Accounting Manager
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Dante Montovano
Marketing Manager
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Dave Bornt
Vice President Of Client Services
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David Emmerman
Chief Operating Officer
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Edgar Valle
Senior Accountant
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Elaine Penicaro
Senior Client Advisor
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Erica Oldham
Accounting Manager
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Erlind Kukaj
Tax Accountant
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Ermal Kukaj, EA
Tax Manager
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Hailey Ford
Onboarding Advisor
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Jackie Duncan
Onboarding Manager
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Jackie May
Senior Client Advisor
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James McIntosh
Client Advisor
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Jennifer Michel
Senior Marketing Manager
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Jeremy Cook
Senior FP&A Analyst
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Jessell Quirequire
Onboarding Advisor
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John Michael Pehnke, CPA
Accounting Manager
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Kelly Kingland
Senior Client Advisor
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Lauren Bogardus
Senior Client Advisor
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Madison Lavoy
Senior Client Advisor
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Maria Ghawi
Senior Client Advisor
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Nicholas Mitchell
Product Manager
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Nick Pasquarosa
Founder & CEO
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Noah Maldonado
Account Executive
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Pallavi Chaudhari
Senior Client Advisor
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Rachel Pozin
Onboarding Advisor
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Ryan Anvari, CPA
Director of Tax and Business Services
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Sabrina Hidalgo
Senior Sales Tax Specialist
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Scott Reeder
Client Advisor
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Shannon Johnson
Senior Client Advisor
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Shelly Spencer
Senior Account Executive
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Steven Muller
Vice President of Growth & Partnerships
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Sydney Thomas
Support Analyst
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Terry Rubenfeld, CPA
CFO / Director of Advisory Services
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Tiffany Scholl
Senior Client Advisor
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Timothy Styne
Client Advisor
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Tirue Rafayelyan
Payroll and HRIS Manager
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