Get Started with Compliance
A PTIN Security Certified Agent Will Reach Out In Regards To Starting The Process of Compliance. There will be a $200 application fee assessed to all new applicants.
*There will be a $200 one-time application fee assessed to all new firms.
Our Leadership
James Bosman
Founder & CEO
Lisa Hernandez
Co-Founder & Chairman
Daniel Robertson
Co-Founder & Board Member
Una Lopez
Chief of Staff
Mike Doe
Head of Product
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Amazing team members
Doing amazing job everyday