Meet the Team Behind the Innovation at TaxPlanIQ

Executing backend operations fueled by years of expertise in multi-million-dollar corporate settings. Joli channels her creativity into culinary adventures, concocting delightful dog treats, indulgent human sweets, and inventive cocktails. With a penchant for simplicity reflected in her favorite colors, black and white, she remains dedicated to refining processes and infusing joy into everyday endeavors.

Veronica brings over a decade of expertise in private and public accounting. Veronica is a proud USC graduate and PricewaterhouseCoopers Alum. Veronica ensures we deliver top-notch results to our amazing clients, always looking for ways to save them money. When not strategizing, you'll find her chauffeuring her three girls to various activities across the metroplex with boundless energy and a vibrant spirit! Her favorite color is bright pink!

Chris is a hands-on technology leader with extensive experience turning ideas into innovative tech solutions and bridging the gap between business and technology. He has helped businesses grow from startups to industry leaders, leading teams, streamlining operations, and driving data-driven decisions. With a deep understanding of software engineering, data and DevOps, Chris has modernized products, built scalable systems, and improved customer experiences.

Chris enjoys spending time with his family and tinkering in his home lab repairing computers and learning new tech.

Barry Price is an experienced technology executive with a proven track record in leading large companies and driving entrepreneurial ventures. With extensive expertise in SaaS software development, Professional Services, Security, Support, and Artificial Intelligence, Barry brings a unique blend of strategic vision and hands-on execution. Residing in Denver, Barry enjoys hiking the Colorado “14ers.” His technology and AI-driven initiatives have transformed operational efficiencies and fostered a culture of continuous innovation.

Beyond legal prowess, Amy leads customer training, adds life to our UX Copy, coaches with passion, and supports our community. She brings a unique perspective with 18 years of marriage, four kids, and a love for the Russian language. Amy's world is painted in lively hues of purple and turquoise, reflecting her dynamic personality!

With an alma mater from Indiana University, Lauren brings a passion for organization that keeps our team thriving. She treasures moments with family, explores new destinations, and actively engages in community and church initiatives. Teal, her favorite color, adds a touch of vibrancy to both her workspace and her adventurous spirit. Whether immersed in a captivating book or exploring parks, Lauren radiates a contagious zest for life!

Brandon connects our software with customers. A proud University of Colorado Denver alum and Chicago native, Brandon is a travel enthusiast who lives by the motto, "I've never had a bad day; I just ran out of time to make it a good day." When not sealing deals, he's hitting the gym and embracing the vibrant energy of blue. With Brandon, every day is a canvas for positivity and success!

Madeline began her career in public accounting as an auditor, quickly discovering her passion for helping fellow accountants streamline their work through technology. After transitioning out of public accounting, she dedicated her career to working at accounting technology companies, where she empowers her accountant peers to leverage the best tools to simplify their professional lives. When she's not championing efficiency in the accounting world, you can find Madeline reading or hiking in the beautiful mountains of Colorado with her golden retriever, Walter.

Omolara has a heart full of humility and a friendly touch. Bringing her expertise when working with the IRS, she is Always ready to assist our clientele, she adds a dash of joy to every interaction. Outside of work, Omolara's world is painted in shades of purple and green, reflecting her vibrant spirit. An avid cooking enthusiast, she's also a master at curating gifts and navigating shopping delights.

Ashly Boitnott has been happily married for 13 years and is a proud mother of two amazing little girls. She has a passion for traveling, enjoying the great outdoors, and diving into a good book. In her free time, she cherishes moments spent with her family. Her favorite colors are the vibrant shades of teal and coral.

Sheena is a dedicated accounting support professional. With a strong background in accounting principles and practices, She excels in tasks such as accounts payable/receivable management, bookkeeping, reconciliations, and financial reporting. She is adept at using various accounting software and tools to streamline processes and ensure accuracy in financial data. When not working, Sheena enjoys cooking with her family.

Since 2015, Cindy has ensured smooth and vibrant operations for our team. Outside of work, she's a fitness enthusiast, often found at the gym, engaged in pickleball matches, or enjoying a biking adventure. Family is special in her heart; she cherishes moments with her grandchildren. Fun fact: Cindy's charm and congeniality earned her the title of Miss Congeniality in the 1979 Miss Hutchinson pageant.

Kendall, a seasoned CPA and founder of Taxes by the Sea, has dedicated their career to advanced proactive tax planning for production companies and creatives. With a Bachelor's in Business Administration, a Mathematics minor, and a Master's in Financial Accounting from the University of Colorado at Boulder, Kendall brings a wealth of knowledge and experience to the table. After beginning their career in a Fortune 500 company’s accounting department, Kendall transitioned to a boutique concierge CPA firm in North County, where they excel in crafting customized tax strategies. Passionate about travel and family time, Kendall has unique talents like doing the worm, a love for almost all animals, and a history of volunteering with exotic creatures. Fun fact: when flipping through channels, Kendall often gets hooked on past poker tournaments!