Emily began her career in public accounting in 2008 at a leading San Diego based CPA firm. In 2012, she launched a US-based outsource company (regroupPROCESSING), which supports CPAs nationwide with data entry components of business tax prep. In 2016 Emily launched a second start-up company, regroupTAX, focused on developing tools to help increase workflow efficiency for tax professionals. Using her skills as a CPA, Emily, along with her regroupTAX team, built a SaaS-based workpaper application to create consistent, paperless workpaper files for business tax returns. Emily is passionate about creating a collaborative environment and pushing the envelope when it comes to new technologies and solutions within the industry. Emily also co-founded the CPA Future Leader Forum; a community of “next gen” CPA firm leaders who believe that collaboration is the key to elevating the profession as a whole. Emily’s vision for the future of the accounting industry is built on excellent client service and she is dedicated to fostering relationships and building solutions to help the industry move forward in an innovative way.

About Us: RegroupTAX is an application that helps tax practitioners efficiently prepare business tax returns by providing consistent, tax-basis workpapers. Built on a cloud-platform, regroupTAX integrates with accounting software (Xero), as well as tax preparation software (CCH Axcess) to help eliminate manual data entry. Our goal is to save time and increase efficiency for tax practices of all sizes; from sole practitioners to multi-partner firms.