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Meet our team
Verified by TaxExact removes the bottleneck most firms experience at the review level and gives you time back to invest in higher value conversations with clients.
Founder & CEO
Patrick Roberts, CPA
With more than a decade of experience as a CPA, Pat is a strategic visionary committed to helping CPAs focus more of…
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Director, Software Value Optimization
Guillermo Rodriguez, CPA, MAcc
Guillermo brings over 20 years of tax and accounting business management, information technology, and advisory experience to TaxExact. He has worked with…
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Chief Financial Officer
Daniel Basch, CPA, MBA, CVA
Dan has over a decade of banking experience primarily in the commercial banking arena. He has consulted with companies in varying stages…
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Software Engineer
Ben Crossgrove
Ben is a very talented software engineer who enjoys the opportunity to make meaningful contributions towards the enhancement of products that make…
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Research & Development Coordinator
Lisa Sill
Lisa is an experienced tax accountant who was involved in the early development of TaxExact and has been instrumental in our ‘behind…
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