Behind the BooksTax

Meet Our Team of Tax Experts and Customer Success Advocates

By November 17, 2020 No Comments

tax expertsOver the past year, your dedicated Acuity support team has significantly expanded! In this post, we’d like you to meet all of the incredible team members that are here to advocate for you as part of our growing Customer Success and Tax departments. 

Acuity’s Tax Experts

Business taxes are complicated, nuanced and can have a major impact on the future success of any business. As a small business ourselves, we definitely understand. That’s why we’ve built a tax team that’s unified around a mission of transforming the modern corporate tax experience. 

Every tax specialist places incredible value on building personable relationships, establishing trust and giving you the utmost attention and commitment. Clients don’t just come to us when they have questions about filing their standard Federal and State returns; we put the focus on proactive tax planning through our inclusive tax consultations during the year.

Interested in learning more? We encourage you to meet the tax team members that are here to support you in all of your tax needs below. And feel free to connect with the team on LinkedIn!

 

tax expertsSergio Salinas – Austin, TX

Director of Tax

What does your role at Acuity mean to you?

This role holds great responsibility to our tax clients. We’re not just filing tax returns to keep them in compliance but we need to provide good consulting/ advisory services. 

Please share 2-3 unique words to describe yourself!

Diligent, Resourceful, Courteous 

What do you enjoy when you aren’t at work?

Being in touch with nature such as going on hikes or going to the lake! 

Do you have any skills/talents that people might not know about?

I’m fluent in Spanish 

If you could live anywhere in the world, where would you go?

The Virgin Islands because they’re beautiful and it’s such a relaxing place. 

 

tax expertsBrian Apostol – Manila, Philippines

Tax Accountant

What does your role at Acuity mean to you?

I make sure that numbers are correct – “eye for details”. 

Please share 2-3 unique words to describe yourself!

Flexible. Hardworking. Honest 

What do you enjoy when you aren’t at work?

Going to relaxing and peaceful places. Playing country songs while drinking beer. 

Do you have any skills/talents that people might not know about?

I can sing and dance. 

If you could live anywhere in the world, where would you go?

Iceland. Because it’s the safest country in the world. 

 

tax expertsVirgil Domondon – Tarlac, Philippines 

Customer Success Advocate

What does your role at Acuity mean to you?

I am a CS Advocate mainly assisting the tax team. For me being a CS Advocate is basically building relationships, establishing trust and giving utmost commitment with the clients. They come to us when they have tax questions – not only for their state/federal tax return but also for planning strategically for their business. 

Please share 2-3 unique words to describe yourself!

Adventurous, Optimistic and Committed 

What do you enjoy when you aren’t at work?

Before COVID 19 happened, I would most of the time go out with friends but since we can no longer do that I found some interesting hobbies that I can do at home. I’m hooked on solving mini jigsaw puzzles (1000pcs), bought an oven to explore the world of baking and I’m in the process of growing edible plants. I currently have Aloe Vera and Basil. Looking forward to growing more plants in the future! 

Do you have any skills/talents that people might not know about?

If watching a series all day is a skill, then I’m very talented at that! Kidding aside, I think I’m good at sports. I’ve participated in softball, volleyball, javelin throw, discus throw and shot put. 

If you could live anywhere in the world, where would you go?

Switzerland!!! This was inspired by one of the KDramas I’ve watched. The scenery there is just really really awesome. 

Acuity’s Customer Success Advocates

Our SaaS customers have taught us so much over the years, and a big takeaway has been the importance of “Customer Success.” First developed by startups and small businesses, the relatively new concept of Customer Success (CS) has developed into a trending discipline, with a focus on personalized client experiences that empower you to reach success in your unique field and market(s).

For us, Customer Success comes down to the critical practice of safeguarding and understanding our customers and their businesses. That starts first and foremost with reliable and responsive advocates working for you behind the scenes in a variety of helpful roles. As such, our CS team is composed of several experienced support members, including Onboarding Leads and Success Managers, all working diligently to understand and service your unique business needs. Intentionally, every team member is closely aligned with our vision of helping small businesses achieve their big dreams through reliable accounting expertise, impressive technical tools, and progressive, flexible solutions. 

If you’d like to learn more about each of the CS team members here for you, we encourage you to take a look at each of their interactive profiles below! Feel free to connect with us on Linkedin, and don’t hesitate to introduce yourself.

 

Trey Chavez – Austin, TX

Director of Customer Success

What does your role at Acuity mean to you? 

This means driving processes that align with Acuity’s core values, ultimately ensuring our clients are getting the most value from Acuity. 

Please share 2-3 unique words to describe yourself! 

Curious, Driven, Hopeful 

What do you enjoy when you aren’t at work? 

Exploring new breweries and craft beer in different cities. Current favorites in Austin are Pinthouse Pizza, Zilker Brewing and Batch. Love watching my favorite sports teams (Houston Astros and Texas Longhorns). Just picked up disc golf! 

Do you have any skills/talents that people might not know about? 

Avid tennis player growing up 

If you could live anywhere in the world, where would you go?

Besides never leaving Austin, Denver, Colorado because of the scenery, skiing, breweries and hiking. 

 

David McLaughlin – All Over the World

Director of Accounting 

What does your role at Acuity mean to you? 

Problem Solver 

Please share 2-3 unique words to describe yourself! 

Digital Vagabond 

What do you enjoy when you aren’t at work? 

Exploring new places and experiencing the local food / culture in the city / country in which I am currently living. 

Do you have any skills/talents that people might not know about? 

The ability to pack all of my worldly possessions into one carryon suitcase. 

If you could live anywhere in the world, where would you go?

I have been to 49 countries on 6 continents and I have not found a place that I would like to call home…yet. 

 

Taylor McElheney – Frisco, CO

Director of Accounting

What does your role at Acuity mean to you? 

This role is a perfect assimilation of problem solving, both directly with our clients but also internally with key stakeholders. It’s a fun and challenging role which allows me to focus on leveraging my accounting knowledge to provide top-notch customer support, while also enhancing workflows and collaboration cross-functionally. 

Please share 2-3 unique words to describe yourself! 

Curious, Gregarious, Motivated

What do you enjoy when you aren’t at work? 

I really enjoy the outdoors – particularly hiking, climbing, skiing, and scuba diving. I am also a sucker for live music, no matter the genre. I really enjoy traveling and try to make at least one international trip a year, at least in a pre-COVID world. Of course, I can’t forget about sports – Go Volunteers, Go Broncos, Go Braves! And last but not least, I have to include good food and great beer. I am a self proclaimed pizza, sushi, and taco connoisseur.  

Do you have any skills/talents that people might not know about? 

Nobody can beat me in Mario Kart 64. 

If you could live anywhere in the world, where would you go?

This is a very tough question, as I have yet to settle down in one spot for an extended period of time. I could see myself in Hawaii – it’s the perfect mixture of mountains and beach and is an easy launchpad to travel to many other countries, especially in Asia, all while still keeping my roots in the great US of A. 

 

Julie Sapp – Newnan, GA

Customer Success Manager

What does your role at Acuity mean to you? 

I get to build relationships with our clients, understand their business and their needs, and show them ways that Acuity can help address those needs. I also get to build relationships with our internal teams and help solve problems so that they are better equipped to serve our clients. 

Please share 2-3 unique words to describe yourself! 

Optimistic, easygoing, conscientious 

What do you enjoy when you aren’t at work? 

I love decorating and home decor. I could spend hours on Pinterest and design blogs. I also have 2 toddlers so…. dance parties! 

Do you have any skills/talents that people might not know about? 

I’m an armature wood-worker, I love making new things! 

If you could live anywhere in the world, where would you go?

A tropical paradise. 

 

tax experts

Maria Morales – Lake Wales, FL

Customer Success Specialist

What does your role at Acuity mean to you? 

Helping clients create the best foundation and to find the best tech stack solutions that allows them to grow their business in an easy, smooth workflow. 

Please share 2-3 unique words to describe yourself! 

Outgoing, Adventurous, Caring 

What do you enjoy when you aren’t at work? 8

Paddle Boarding, Shooting Guns, Sports ( Mainly Soccer), Watching Comedy Shows. 

Do you have any skills/talents that people might not know about? 

Playing the Guitar and dancing. 

If you could live anywhere in the world, where would you go?

Fiji – To be on the clear blue water at all times away from loudness. 

 

Kai Moon – Atlanta, GA

Senior Customer Success Advocate

What does your role at Acuity mean to you? 

This role means that I seek to understand and empower our customers in my day-to-day work. Our customers’ experience is my highest priority! 

Please share 2-3 unique words to describe yourself! 

Diligent, Communicative, and Social 

What do you enjoy when you aren’t at work? 

I love playing around with my Sony a6000 and capturing photos of nature in all of its glory! 

Do you have any skills/talents that people might not know about? 

I can make a professional latte – foam and all! 

If you could live anywhere in the world, where would you go?

Southern France is my dream destination! I studied abroad on the coast in college and I’d love to put my French minor back to good use. 

 

tax expertsFlint Najera – Philippines 

Customer Success Advocate

What does your role at Acuity mean to you? 

Checking in with Acuity clients and making sure we continue to provide value as their business grows.

Please share 2-3 unique words to describe yourself! 

Calm, Careful and Cheerful. 

What do you enjoy when you aren’t at work? 

I am into vegetable planting and watch Netflix. I recently finished binge watching the historical series “Vikings”. 

Do you have any skills/talents that people might not know about? 

I play the acoustic guitar. 

If you could live anywhere in the world, where would you go?

Japan – I am fascinated with their culture, the people are very respectful and they have a low crime rate. 

Want to work with these incredible people for your business’s financial needs? Get in touch today to learn about all of our services and how we can best help you.

Introducing Accounts Receivable
Management as a Standalone Service