Founder of Workforce AI. As a CEO and entrepreneur with high risk tolerance, I’ve bucked economic trends and supercharged business growth–even during downturns. After successfully operating and selling 99 retail tax offices nationwide, I invented and established the digital, virtual-assisted segment of the tax industry. I now lead Taxaroo, empowering thousands of tax businesses and CPA firms to manage their business online with a world-class customer experience. I’ve disrupted multiple industries by combining visionary leadership and my relentless drive with expertise in tech and taxes. My accomplishments as a Stanford Graduate School of Business mentor, author of 2 bestselling books, and public speaker stem from a sincere desire to improve lives and streamline systems. Your success is my success.
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