Meet Your Team

Connect With Brandon Hall

Brandon Hall Managing Partner, CEO

Area of focus: Tax Planning

Real Estate Owned: 24+ units

Education: BS in Accounting & Finance, East Carolina University

Credentials: CPA

Previous Companies: PwC, EY

Connect With Blake Lessard

Blake Lessard Partner, COO

Area of focus: Firm Operations

Education: MS in Accounting, East Carolina University; BA in Economics, University of Chapel Hill

Credentials: CPA

Previous Companies: Mitchell & Nemitz, PA; Williams Overman Pierce, LLP

Connect With Thomas Castelli

Thomas Castelli Partner, CEO of Tax Smart Investors

Area of focus: Tax Strategy & Planning

Real Estate Owned: LP in several funds.

Education: BS in Accounting, Farmingdale State College

Credentials: CPA, CFP® 

Previous Companies: BDO

BiggerPockets Profile

Connect With Taylor Brugna

Taylor Brugna Partner, VP of Growth

Area of focus: Business Consulting & Accounting

Real Estate Owned: 95+ units

Education: BS in Accounting & Finance, Binghamton University

Previous Companies: PwC, Tarlow & Co. CPAs

Connect With Kaylyn Deaver

Kaylyn Deaver Partner, VP of Talent

Area of focus: Tax Planning and CFO

Education: MBA, East Carolina Univerity; BBA in Accounting, Campbell University

Credentials: CPA

Previous Companies: Baker Tilly Virchow Krause, LLP; Durbin Benne Tax Advisors, Inc

Connect With Troy Silfies

Troy Silfies Partner, VP of Tax

Area of focus: Tax Compliance and Planning

Education: BA in Accounting, Moravian College

Credentials: CPA

Previous Companies: Concannon, Miller & Co., P.C.

Alex Frazier Accounting Manager

Area of focus: Outsourced CFO Services

Credentials: CPA

Education: BA in Accounting, MS State University

Previous companies: BRS CPAs & Advisors; Kessler & Associates, LLC

Jenn Kintz Accounting Manager

Area of focus: Outsourced Controller Services

Credentials: CPA

Education: MS in Accounting, Stetson University; BS in Accounting, King's College

Previous companies: Benco Dental Supply, Diversified Information Technologies, Joseph Paciotti CPA

Connect With Katie Ripp

Katie Ripp Tax Manager

Area of focus: Tax Compliance and Planning

Education: BS in Accounting, University of Illinois

Credentials: CPA

Previous Companies: Henry & Horne LLP;  True Partners Consulting, LLC

Tanner Woolley Tax Manager

Area of focus: Tax Compliance and Planning

Real estate owned: 1 rental property

Education: Masters in Accounting, Brigham Young University

Credentials: CPA

Previous Companies: PwC

Connect With Justin Shore

Justin Shore Advisory Manager

Area of focus: Tax Planning and Compliance

Education: BS in Accounting, Missouri State University

Credentials: EA

Previous Companies: Medical Consulting Group LLC, Arcanum Financial Partners LLC, Real Tax Consulting LLC, Missouri Valley REIT Inc. 

Connect With Dylan Brown

Dylan Brown Tax Manager

Area of focus: Tax Compliance and Planning - Private Equity & Syndicates 

Education: Bachelors in Finance & Accounting, University of Minnesota 

Credentials: CPA

Previous Companies: CLA

Connect With Matt Hamilton

Matt Hamilton Tax Manager

Area of focus: Tax Compliance and Planning

Education: MBA, Business Analytics, Bachelors in Accounting, Southern Illinois University

Credentials: CPA

Previous Companies: Novogradac & Company LLP, Spire.

Connect With Michael Simons

Michael Simons Tax Manager

Area of focus: Tax Compliance and Planning

Education: Masters in Taxation, Weber State University

Credentials: CPA

Previous Companies: Reef Capital Partners, CLA

Connect With Paul F. Scaturro

Paul F. Scaturro Tax Manager

Area of focus: Tax Compliance and Planning

Education: Bachelor's in Finance & Accounting, Hofstra University. 

Credentials: CPA

Previous Companies: Nussbaum Berg Klein & Wolpow, CPAs LLP, SS&C