Prior to starting Taxbot with his partners, Jake was an investment banker who focused on mergers and acquisitions for United Mergers and Acquisitions. He has ghost written hundreds of articles and a few books on business taxation.
Jake enjoys being a part of Taxbot because his passion is to help small business owners wake up and realize they are overpaying their taxes. He graduated from the University of Utah and loves technology.
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Tools of a Top of the Table Advisor
February 12, 2016
To be the best advisor, you also need to be a great business person. These three tools will help you propel your business to new…