Our Team
erik Woodbury
Founder / CEO
Cristina Naylor
Executive Assistant
Almary Johnson
Onboarding Specialist
Carrie Rains
Account Executive
Lana Jeppesen
Marketing Specialist
Tiffany Karlik
Tax Manager
Corey Gale
Tax Manager
Jamie Campbell
Tax Senior
Amanda Crawford
Tax Senior
Hilda Gonzalez
Tax Senior
nick Yaklin
Tax Senior
Christy Kimball
Tax Staff
Talon Smith
Tax Staff
Krystal Hunter
Tax Admin
Ashton Zolinski
Tax Admin
Our Mission
“Transforming Lives Through Tax Planning”
Our Culture Code
Culture doesn’t just help attract amazing people, it amplifies their abilities and helps them to do their best work.
We are intensely committed to both our mission and metrics.
We believe in radical transparency.
We favor autonomy and take ownership.
We believe our best perk is amazing people.
We dare to be different and question the status quo.
6 attributes that we value in people
Humble
The very best people are self-aware and self-critical, not arrogant or critical towards others
Coachable
They take feedback and constantly improve.
Empathetic
They go beyond understanding another person’s perspective.
Adaptable
They are innately curious and constantly changing. Life-long learner.
Remark•able
Remarkably helpful, remarkably resourceful, remarkably effective.
Transparent
They are open and honest with others and with themselves.
Current Openings
Tax Senior
Fast-growing exciting environment! We have a burning desire to help our clients stop overpaying in taxes and start achieving their dreams.
Cutting Edge Non-Traditional Tax firm is seeking a Full-Time experienced Tax Associate for the following position:
Responsibilities:
- Be able to prepare business and personal tax returns for small business clients from initial meeting through delivery and filing of returns
- Manage client load
- Communicate with clients
- Organize and update the tax database
- Record tax entries into accounting software
- Understand and apply tax reduction strategies
- Preparation and/or review of financial statements
Requirements:
- Tax Preparation Experience is preferred
- Proven work experience as a Tax Associate is preferred
- Basic knowledge of the tax code for individuals and small business
- Knowledge of accounting and bookkeeping procedures
- QuickBooks accounting software experience
- Computer literacy, numerical skills, and attention to detail
Tax Manager
“Fast-growing exciting environment! We have a burning desire to help our clients stop overpaying in taxes and start achieving their dreams.”
Cutting Edge Non-Traditional Tax firm is seeking a Full-Time experienced Tax Manager for the following position:
Responsibilities:
- Be able to Review and Prepare business and personal tax returns for small business clients from initial meeting through delivery and filing of returns
- Manage staff accountants
- Communicate with clients
- Organize and update the tax database
- Record tax entries into accounting software
- Understand and apply tax reduction strategies
- Preparation and/or review of financial statements
Requirements:
- 3 years of Tax Preparation Experience is a Must
- Proven work experience as a Tax Senior/Tax Associate
- Basic knowledge of the tax code for individuals and small business
- Must be a licensed tax preparer, EA, or CPA
- Knowledge of accounting and bookkeeping procedures
- QuickBooks accounting software experience
- Computer literacy, numerical skills, and attention to detail