About Us

WHO WE ARE

Dedicated to making tax

season easy & profitable

Advanced Tax Solutions, LLC is a highly energetic group of experienced professionals. We are a team with a mission: 

 

“Deliver a superior, cloud-based professional tax product at affordable prices that fit any business; from the one-person tax office to businesses with multiple offices and multiple tax preparers.” 

 

Our mission is a reflection of our understanding of the tax industry gained through years of experience. We are dedicated to your success.

Incorporated in Wyoming in 2014, we are a 100% American owned company with servers located in Washington, D.C. We employ state-of-the-art methods to prevent any unauthorized access to your data and fully meet all IRS security requirements.

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Meet the Team

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Squire Dahl

President

Squire has over 20 years of experience in the tax software industry. He got his start in 1998 at Microsoft working on the TaxSaver product, and then went on to lead individual tax content and e-file development teams at Intellitax Software. He has also worked for Liberty Tax Service, as well as two start-up tax software companies. Squire studied tax law at the University of Washington in Seattle.

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Norma Escalona

Norma has over 18 years of
tax-related product knowledge. She has been highly successful in leading development, projects, and people with multi-functional teams toward a unified objective. With her unique blend of business and technical savvy, Norma not only develops new products, but increases profitability of existing industry products. Norma has authored over 50 technical papers.

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Kristin Lee

Maurice Orr

Sales Manager

Maurice mixes 20 years of sales and leadership experience with 10 years in the tax software industry working for market leaders. A U.S. Army veteran with 8 years of military experience, Maurice knows the value of team work. He enjoys collaborating with clients who are looking to develop their businesses and increase their revenues.

Director, Product Management
Director of Tax Compliance
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Kristin has more than 15 years of experience in tax with 13 years specifically in the tax software industry. She is adept in income tax compliance and highly knowledgeable of the complexities of federal and state income tax rules and regulations. Kristin brings a passion for communication and organization with the goal of building the best possible tax software workflows, calculations and user experience. She is a CPA and holds a Master of Accounting degree from Florida State University.

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Sharla Schwartz

Director of Human Resources

Sharla is a Human Resource professional with over 25+years of experience. Sharla's primary focus has been on talent acquisition, recruiting, staffing, EEO Compliance, and employee retention. She spent 20+ years of her career with Southwest Airlines and developed a passion for doing what is right. Sharla was featured as one of the top 100 women, in the 2019 Phoenix edition of "The KNOW Book", recognizing dynamic women doing remarkable things and making strides in their industries. 

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Dana Thompson

Director of Marketing

Dana is a marketing and PR professional with more than 17 years experience in online marketing including web development, social media, and e-communications. She specializes in web usability, increasing conversions, and email marketing. Dana holds a Bachelor of Science in Marketing from Canisius College and a Master of Arts in Leadership from Shorter University.

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Robert Jones

Key Accounts Manager

Robert combines 10 years of experience in management and customer support working for State Farm and Sterling Inc. Robert was a President’s Club member at Sterling Inc. for 3 years as one of their top sales representatives. Robert provides solutions and excellent customer support while building long-lasting relationships with our customers by helping them maximize their income potentional. Robert holds a Bachelor of Science in Business Management from Shorter University.

Inventyv Software Services

Our subsidiary company, Inventyv Software Services Pvt. Ltd. in Ahmedabad, India, is a highly energetic group of experienced development and tax professionals. The Inventyv team is dedicated to their mission "to be recognized as a quality global player in the field of software development".

Inventyv Software Services Pvt. Ltd. is proud to have a dedicated and diverse team of around 200 employees globally. This team has worked together in the IT industry for more than 15 years. They were the early adopters of cutting-edge technologies like NoSQL storage systems, microservice architecture and JavaScript-based frameworks.

Growing Together

Inventyv engineers and developers are committed to building the tools that empower both large and small tax preparation businesses to grow their revenue while working with a trusted partner. Working together allows us to focus our collective talent and resources to deliver a superior tax product, MyTAXPrepOffice, which provides powerful productivity tools aimed at making tax preparation fast and easy. In the end, this allows our customers to prosper and and enables us to improve lives by offering a flexible, diverse, and inclusive workplace with great perks and benefits.  

How Can We Help?

Contact us and let us know how we can help you grow your business!