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Sagemont Tax was created to bring light to the Employee Retention Credit

The Employee Retention Credit is a little-known government benefit available to many business owners as a result of the pandemic. We help businesses of all sizes get money they are eligible for. By working with us, you are taking the headache and confusion out of trying to navigate the often overwhelming world of governmental assistance, and we do it all for you!

Our Team of CPAs Bring
Decades of Experience

Our team of CPAs, JDs and payroll experts bring decades of experience in the accounting and professional service industries. Sagemont Tax not only files for ERC for you, but maximizes your return immensely. We are a fast-growing company that is also one of the first firms dedicated solely to the ERC. We have a commitment to growth, service excellence, excitement, and opportunity for all of our customers.

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Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Photo

Casey Finigan Dettman

Chief Marketing Officer
Photo

Maxwell Burns, CPA

Managing Director
Photo

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
Kenneth Dettman, CPA

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads Sagemont Tax with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in...
Learn More
Close
Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
Close
Maxwell Burns, CPA

Maxwell Burns, CPA

Managing Director
Managing Director at Sagemont Tax, Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. He leads Sagemont Tax’s team of tax, payroll, and accounting professionals and supervises the entire ERC accounting process from start to finish. Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax, and consulting firm. In this role, he...
Learn More
Close
Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages Sagemont Tax’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19...
Learn More
Close
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Brent Rager

Chief Technology Officer
Photo

Adam Fischer, Esq.

General Counsel
Photo

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Photo

Kayla Allen

Implementation Specialist
Brent Rager

Brent Rager

Chief Technology Officer
Brent Rager is Sagemont Tax’s Chief Technology Officer and lives in Fishers, IN. He is responsible for all things technology at the company including strategic planning for designing, improving, and optimizing company processes, full-stack software and infrastructure development, system administration and integration, data security, IT service support, and more. Brent was previously a software development manager at Genesys, a privately...
Learn More
Close
Adam Fischer, Esq.

Adam Fischer, Esq.

General Counsel
As General Counsel for Sagemont Tax, Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the...
Learn More
Close
Victoria Beck, Esq.

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Victoria Beck, Esq. is Compliance Counsel at Sagemont Tax. She brings a unique perspective to her work at Sagemont Tax and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works closely...
Learn More
Close
Kayla Allen

Kayla Allen

Implementation Specialist
Kayla Allen is the Implementation Specialist at Sagemont Tax. In addition to writing the FPSO Analysis for final reporting, she determines whether clients experienced a full or partial shutdown during the pandemic, in order to calculate their Employee Retention Credit potential. Kayla has over 20 years of experience in auditing, accounting and management and she currently owns two Pure Barre Studios in Los Angeles. Kayla received both her...
Learn More
Close
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Ayanah Brennan

Systems Administrator
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Marcela Budzik

Senior Analyst
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Diana Caban

Senior Analyst
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Stephanie Cornwell

Director of Business Development & Sales Enablement
Ayanah Brennan

Ayanah Brennan

Systems Administrator
Close
Marcela Budzik

Marcela Budzik

Senior Analyst
As a Senior Analyst, Marcela Budzik processes key financial data to determine client’s employee retention credit. In addition, she uses her engineering background to automate portions of Sagemont Tax’s operations, including its calculation platform and output. Prior to Sagemont Tax, Marcela worked as a structural engineer designing high-rise buildings in South Florida.  Her ten plus years of engineering experience make her a great...
Learn More
Close
Diana Caban

Diana Caban

Senior Analyst
As a Senior Analyst, Diana Caban supports the sales, intake, and analyst teams with organizing, reviewing, and inputting client data associated with ERC eligibility. She is instrumental in preparing and finalizing ERC calculations as well as maintaining a positive, professional experience for clients throughout their ERC journey. Diana has over fifteen years of combined experience in payroll management, human resources management, and...
Learn More
Close
Stephanie Cornwell

Stephanie Cornwell

Director of Business Development & Sales Enablement
As Sagemont Tax's Director of Business Development and Sales Enablement, Stephanie Cornwell is a key player and driver behind marketing initiatives encompassing public relations, events, webinars, and client facing resources. Stephanie started her career in sales but found her passion in sales enablement and business development. With experience in financial services and healthcare technology, she has deep knowledge in proposal writing,...
Learn More
Close
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Jesse Cox

Eastwood Advisory
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Joe DePeder, CPA

Controller
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Derek Dettman

Sales Representative
Photo

Laney Dietrich

Senior Analyst
Jesse Cox

Jesse Cox

Eastwood Advisory
Close
Joe DePeder, CPA

Joe DePeder, CPA

Controller
Joseph DePeder is Sagemont Tax’s Controller. He oversees all accounting and finance operations, including client collections, vendor payables, payroll, and financial statements. He plays a key role in the company's strategic financial decision-making. Prior to Sagemont Tax, Joe worked in public accounting at Crowe LLP as an External Auditor for seven years before starting his own business as an accounting consultant. He majored in...
Learn More
Close
Derek Dettman

Derek Dettman

Sales Representative
Close
Laney Dietrich

Laney Dietrich

Senior Analyst
As a Senior Analyst, Laney Dietrich performs high-quality client analysis associated with ERC eligibility.  She promotes teamwork and provides leadership and technical understanding working closely with the Sales Department, Client Onboarding Managers, Specialists, and other Analyst team members. Before joining Sagemont Tax, Laney served over ten years in senior leadership roles in multi-state non-profit and for-profit environments. Her...
Learn More
Close
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Eugene Dinkelis

Account Executive
Photo

Ty Evans

Senior Client Services Manager
Photo

Heidi Francis

Client Package Specialist
Photo

Marcello Giacalone

Sales Executive
Ty Evans

Ty Evans

Senior Client Services Manager
As Senior Client Services Manager, Ty is responsible for the client-facing portion of Sagemont Tax’s services, including: prospecting, outreach, qualifying, onboarding, project completion and delivery. He ensures that each client receives the unique, white-glove service required by Sagemont Tax’s high level of standards. Previously, Ty worked in Medical device sales in Miami, FL. He has a BS from University of Tennessee at Chattanooga in...
Learn More
Close
Heidi Francis

Heidi Francis

Client Package Specialist
Close
Marcello Giacalone

Marcello Giacalone

Sales Executive
Marcello Giacalone is Senior Account Executive in sales at Sagemont Tax focused on driving net-new sales and referral partners for the company. He brings more than six years of sales experience from some of the fastest growing tech startups in the world including Bill.com, where he was part of the IPO in 2019. As an early sales hire at SecurityPal, he helped them obtain investment capital from Craft Ventures within their first year of...
Learn More
Close
Photo

Mike Lazarus

Digital Marketing Manager
Photo

Nick Lewandowski

Director of Client Services
Photo

Jeffrey Mathurin

IRS Coordinator
Photo

Amy Morse

Director of Strategic Growth and Marketing
Mike Lazarus

Mike Lazarus

Digital Marketing Manager
Close
Nick Lewandowski

Nick Lewandowski

Director of Client Services
Nick Lewandowski is the Director of Client Services at Sagemont Tax. In this role Nick and his team are responsible for helping clients throughout the entire ERC process. From signing an engagement letter to informing clients of a check on the way, Nick and his team track all documentation in order to finalize a client’s package and answer questions along the way. Nick has a diverse background which includes working in accounting at the...
Learn More
Close
Jeffrey Mathurin

Jeffrey Mathurin

IRS Coordinator
As Sagemont Tax's IRS Coordinator, Jeffrey Mathurin works within the Post-Calc team troubleshooting 2848s. In this role, Jeffrey maintains constant communication with the IRS, acting as a trusted liaison for Sagemont Tax's clients.   Prior to joining Sagemont Tax, Jeffrey worked in the hospitality industry with the Hilton Hotel brand. While at the Waldorf Astoria Orlando, his hotel was a part of the NBA Bubble that took place in 2021...
Learn More
Close
Amy Morse

Amy Morse

Director of Strategic Growth and Marketing
Close
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Sean McLaughlin

Account Executive
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Hannah Morse

Marketing Assistant
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Michelle Murphy

Sales Executive
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Kendra Nesbitt

Client Onboarding Specialist
Sean McLaughlin

Sean McLaughlin

Account Executive
Sean McLaughlin is an Account Executive responsible for bringing on new clients for Sagemont Tax. Previously, he spent two years as an Executive Sales Representative at Pay.com where he introduced new clients to their HR and Payroll software. Sean attended Fordham University. He grew up in a really close family and has a brother named Dan. He is a dog dad to a French bulldog named Bane. When not working, he is playing golf or going out on his...
Learn More
Close
Hannah Morse

Hannah Morse

Marketing Assistant
Close
Michelle Murphy

Michelle Murphy

Sales Executive
Close
Kendra Nesbitt

Kendra Nesbitt

Client Onboarding Specialist
Kendra Nesbitt serves as a Client Onboarding Specialist for Sagemont Tax. In this role, she expertly guides the firm’s clients through the onboarding and intake process associated with Employee Retention Credit (“ERC”) eligibility. Kendra is instrumental in creating a positive, professional experience for clients as they begin their ERC journey. Kendra has over 15 years of experience in management and supervisory roles in Consumer...
Learn More
Close
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Donovan Niles, CPA

Tax Controversy Manager, IRS
Photo

Gabe Perez

Client Services Manager
Photo

Recca Ravnborg

Client Onboarding Manager
Photo

Sierra Rice

Client Onboarding Specialist
Donovan Niles, CPA

Donovan Niles, CPA

Tax Controversy Manager, IRS
As the Tax Controversy Manager, Donovan Niles is the first line of defense in all matters with the IRS and taxpayers. He provides solutions for refund claim issues so there is little delay in processing. Duties include standard profile changes, drafting of returns as well as more complex audit defenses/protests of audit assessments. His favorite part of his job is working with his Sagemont Tax colleagues, meeting new clients and learning about...
Learn More
Close
Gabe Perez

Gabe Perez

Client Services Manager
Close
Recca Ravnborg

Recca Ravnborg

Client Onboarding Manager
As Client Onboarding Manager, Recca Ravnborg and her team expertly guide clients through the intake and onboarding process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Recca was previously a Marketing Manager for a large Florida CPA firm where she managed the firm’s branding, marketing and client onboarding. She was a founding member of the firm’s...
Learn More
Close
Sierra Rice

Sierra Rice

Client Onboarding Specialist
As a Client Onboarding Specialist, Sierra Rice is the main point of contact for clients throughout their Sagemont Tax experience. She collects the client data needed to determine eligibility and submit a claim and liaisons with our team of financial analysts to provide client updates. Prior to working at Sagemont Tax, Sierra worked as a Manager at a credit union. She also worked in the banking industry and customer service. She has a...
Learn More
Close
Photo

Marcela Romero

Senior Operations Coordinator
Photo

Robert Shiver

Sales Executive
Photo

Katie Pawlowski

Sales Executive
Photo

Shawna Summerford

Client Onboarding Manager
Marcela Romero

Marcela Romero

Senior Operations Coordinator
As Operations Coordinator, Marcela Romero serves a vital role providing communication between the management team and other staff members to maintain productivity within the organization. With extensive experience supporting C-level executives and over 15 years of administration in public accounting, Marcela has advanced knowledge of tax returns and IRS filing processes. She is also an expert with onboarding new hires. A positive individual...
Learn More
Close
Robert Shiver

Robert Shiver

Sales Executive
Close
Katie Pawlowski

Katie Pawlowski

Sales Executive
As a lead Sales Executive, Katie oversees the client-facing portion of Sagemont Tax’s services. In this role, she ensures that clients are carefully qualified and receive the unique, white-glove service required by Sagemont Tax’s high level of standards. Prior to joining Sagemont Tax, Katie worked in the tech space in different capacities within Sales ranging from Individual Contributor to Sales Leadership. Most recently, she worked as...
Learn More
Close
Shawna Summerford

Shawna Summerford

Client Onboarding Manager
As a Client Onboarding Specialist, Shawna Summerford expertly guides clients through the onboarding and intake process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Shawna has over fifteen years of experience in management, supervisory, lead roles in Mortgage, Consumer Finance, Client Relations, Client Services, and Sales. She enjoys evaluating...
Learn More
Close
Photo

Josh Teitelbaum

Director of Sales
Photo

Kristen Utterback

Director of Operation
Photo

Ryan Woodward

Client Onboarding Specialist
Photo

Kimberly Young

Senior IRS Tracking Specialist
Josh Teitelbaum

Josh Teitelbaum

Director of Sales
Josh Teitelbaum is Director of Sales and Business Development. He sources new opportunities and educates and advises prospective clients on ERC eligibility. Josh has been involved with various companies in a sales/business development capacity, ranging from tech to financial services. He also has also made various entrepreneurial endeavors in real estate, fitness and music. Josh has a Bachelor of Arts in Jazz and Improvisational Studies...
Learn More
Close
Kristen Utterback

Kristen Utterback

Director of Operation
Kristen Utterback is the Operations Manager for Sagemont Tax's Post-Calc team. In this role, she primarily oversees and reviews the client package and 941-X filing processes, refund tracking, and IRS troubleshooting. Kristen is a detail-oriented, goal-driven leader who consistently evaluates ways for operations to run more efficiently. Kristen has over 20 years of management experience across numerous different industries since graduating...
Learn More
Close
Ryan Woodward

Ryan Woodward

Client Onboarding Specialist
As a Client Onboarding Specialist, Ryan Woodward guides clients throughout the process of obtaining their ERC credit. He requests needed documents and answers questions. He is there to help with whatever comes up throughout the process and is responsible for sending clients their final package. Previously, Ryan was a Financial Management Analyst for the U.S. Navy processing purchase requests (small & large). In this role, he compared...
Learn More
Close
Kimberly Young

Kimberly Young

Senior IRS Tracking Specialist
Close
Photo

Marcela Budzik

Senior Analyst
Photo

Diana Caban

Senior Analyst
Photo

Joe DePeder, CPA

Controller
Photo

Laney Dietrich

Senior Analyst
Marcela Budzik

Marcela Budzik

Senior Analyst
As a Senior Analyst, Marcela Budzik processes key financial data to determine client’s employee retention credit. In addition, she uses her engineering background to automate portions of Sagemont Tax’s operations, including its calculation platform and output. Prior to Sagemont Tax, Marcela worked as a structural engineer designing high-rise buildings in South Florida.  Her ten plus years of engineering experience make her a great...
Learn More
Close
Diana Caban

Diana Caban

Senior Analyst
As a Senior Analyst, Diana Caban supports the sales, intake, and analyst teams with organizing, reviewing, and inputting client data associated with ERC eligibility. She is instrumental in preparing and finalizing ERC calculations as well as maintaining a positive, professional experience for clients throughout their ERC journey. Diana has over fifteen years of combined experience in payroll management, human resources management, and...
Learn More
Close
Joe DePeder, CPA

Joe DePeder, CPA

Controller
Joseph DePeder is Sagemont Tax’s Controller. He oversees all accounting and finance operations, including client collections, vendor payables, payroll, and financial statements. He plays a key role in the company's strategic financial decision-making. Prior to Sagemont Tax, Joe worked in public accounting at Crowe LLP as an External Auditor for seven years before starting his own business as an accounting consultant. He majored in...
Learn More
Close
Laney Dietrich

Laney Dietrich

Senior Analyst
As a Senior Analyst, Laney Dietrich performs high-quality client analysis associated with ERC eligibility.  She promotes teamwork and provides leadership and technical understanding working closely with the Sales Department, Client Onboarding Managers, Specialists, and other Analyst team members. Before joining Sagemont Tax, Laney served over ten years in senior leadership roles in multi-state non-profit and for-profit environments. Her...
Learn More
Close
Photo

Nick Lewandowski

Director of Client Services
Photo

Kendra Nesbitt

Client Onboarding Specialist
Photo

Gabe Perez

Client Services Manager
Photo

Recca Ravnborg

Client Onboarding Manager
Nick Lewandowski

Nick Lewandowski

Director of Client Services
Nick Lewandowski is the Director of Client Services at Sagemont Tax. In this role Nick and his team are responsible for helping clients throughout the entire ERC process. From signing an engagement letter to informing clients of a check on the way, Nick and his team track all documentation in order to finalize a client’s package and answer questions along the way. Nick has a diverse background which includes working in accounting at the...
Learn More
Close
Kendra Nesbitt

Kendra Nesbitt

Client Onboarding Specialist
Kendra Nesbitt serves as a Client Onboarding Specialist for Sagemont Tax. In this role, she expertly guides the firm’s clients through the onboarding and intake process associated with Employee Retention Credit (“ERC”) eligibility. Kendra is instrumental in creating a positive, professional experience for clients as they begin their ERC journey. Kendra has over 15 years of experience in management and supervisory roles in Consumer...
Learn More
Close
Gabe Perez

Gabe Perez

Client Services Manager
Close
Recca Ravnborg

Recca Ravnborg

Client Onboarding Manager
As Client Onboarding Manager, Recca Ravnborg and her team expertly guide clients through the intake and onboarding process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Recca was previously a Marketing Manager for a large Florida CPA firm where she managed the firm’s branding, marketing and client onboarding. She was a founding member of the firm’s...
Learn More
Close
Photo

Sierra Rice

Client Onboarding Specialist
Photo

Shawna Summerford

Client Onboarding Manager
Photo

Ryan Woodward

Client Onboarding Specialist
Sierra Rice

Sierra Rice

Client Onboarding Specialist
As a Client Onboarding Specialist, Sierra Rice is the main point of contact for clients throughout their Sagemont Tax experience. She collects the client data needed to determine eligibility and submit a claim and liaisons with our team of financial analysts to provide client updates. Prior to working at Sagemont Tax, Sierra worked as a Manager at a credit union. She also worked in the banking industry and customer service. She has a...
Learn More
Close
Ryan Woodward

Ryan Woodward

Client Onboarding Specialist
As a Client Onboarding Specialist, Ryan Woodward guides clients throughout the process of obtaining their ERC credit. He requests needed documents and answers questions. He is there to help with whatever comes up throughout the process and is responsible for sending clients their final package. Previously, Ryan was a Financial Management Analyst for the U.S. Navy processing purchase requests (small & large). In this role, he compared...
Learn More
Close
Shawna Summerford

Shawna Summerford

Client Onboarding Manager
As a Client Onboarding Specialist, Shawna Summerford expertly guides clients through the onboarding and intake process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Shawna has over fifteen years of experience in management, supervisory, lead roles in Mortgage, Consumer Finance, Client Relations, Client Services, and Sales. She enjoys evaluating...
Learn More
Close
Photo

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
Photo

Adam Fischer, Esq.

General Counsel
Photo

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Photo

Kayla Allen

Implementation Specialist
Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages Sagemont Tax’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19...
Learn More
Close
Adam Fischer, Esq.

Adam Fischer, Esq.

General Counsel
As General Counsel for Sagemont Tax, Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the...
Learn More
Close
Victoria Beck, Esq.

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Victoria Beck, Esq. is Compliance Counsel at Sagemont Tax. She brings a unique perspective to her work at Sagemont Tax and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works closely...
Learn More
Close
Kayla Allen

Kayla Allen

Implementation Specialist
Kayla Allen is the Implementation Specialist at Sagemont Tax. In addition to writing the FPSO Analysis for final reporting, she determines whether clients experienced a full or partial shutdown during the pandemic, in order to calculate their Employee Retention Credit potential. Kayla has over 20 years of experience in auditing, accounting and management and she currently owns two Pure Barre Studios in Los Angeles. Kayla received both her...
Learn More
Close
Photo

Donovan Niles, CPA

Tax Controversy Manager, IRS
Donovan Niles, CPA

Donovan Niles, CPA

Tax Controversy Manager, IRS
As the Tax Controversy Manager, Donovan Niles is the first line of defense in all matters with the IRS and taxpayers. He provides solutions for refund claim issues so there is little delay in processing. Duties include standard profile changes, drafting of returns as well as more complex audit defenses/protests of audit assessments. His favorite part of his job is working with his Sagemont Tax colleagues, meeting new clients and learning about...
Learn More
Close
Photo

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Photo

Casey Finigan Dettman

Chief Marketing Officer
Photo

Maxwell Burns, CPA

Managing Director
Photo

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
Kenneth Dettman, CPA

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads Sagemont Tax with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in...
Learn More
Close
Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
Close
Maxwell Burns, CPA

Maxwell Burns, CPA

Managing Director
Managing Director at Sagemont Tax, Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. He leads Sagemont Tax’s team of tax, payroll, and accounting professionals and supervises the entire ERC accounting process from start to finish. Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax, and consulting firm. In this role, he...
Learn More
Close
Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages Sagemont Tax’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19...
Learn More
Close
Photo

Brent Rager

Chief Technology Officer
Photo

Adam Fischer, Esq.

General Counsel
Photo

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Brent Rager

Brent Rager

Chief Technology Officer
Brent Rager is Sagemont Tax’s Chief Technology Officer and lives in Fishers, IN. He is responsible for all things technology at the company including strategic planning for designing, improving, and optimizing company processes, full-stack software and infrastructure development, system administration and integration, data security, IT service support, and more. Brent was previously a software development manager at Genesys, a privately...
Learn More
Close
Victoria Beck, Esq.

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Victoria Beck, Esq. is Compliance Counsel at Sagemont Tax. She brings a unique perspective to her work at Sagemont Tax and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works closely...
Learn More
Close
Adam Fischer, Esq.

Adam Fischer, Esq.

General Counsel
As General Counsel for Sagemont Tax, Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the...
Learn More
Close
Photo

Casey Finigan Dettman

Chief Marketing Officer
Photo

Stephanie Cornwell

Director of Business Development & Sales Enablement
Photo

Mike Lazarus

Digital Marketing Manager
Photo

Amy Morse

Director of Strategic Growth and Marketing
Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
Close
Stephanie Cornwell

Stephanie Cornwell

Director of Business Development & Sales Enablement
As Sagemont Tax's Director of Business Development and Sales Enablement, Stephanie Cornwell is a key player and driver behind marketing initiatives encompassing public relations, events, webinars, and client facing resources. Stephanie started her career in sales but found her passion in sales enablement and business development. With experience in financial services and healthcare technology, she has deep knowledge in proposal writing,...
Learn More
Close
Mike Lazarus

Mike Lazarus

Digital Marketing Manager
Close
Amy Morse

Amy Morse

Director of Strategic Growth and Marketing
Close
Photo

Hannah Morse

Marketing Assistant
Hannah Morse

Hannah Morse

Marketing Assistant
Close
Photo

Heidi Francis

Client Package Specialist
Photo

Jeffrey Mathurin

IRS Coordinator
Photo

Marcela Romero

Senior Operations Coordinator
Photo

Kristen Utterback

Director of Operation
Heidi Francis

Heidi Francis

Client Package Specialist
Close
Jeffrey Mathurin

Jeffrey Mathurin

IRS Coordinator
As Sagemont Tax's IRS Coordinator, Jeffrey Mathurin works within the Post-Calc team troubleshooting 2848s. In this role, Jeffrey maintains constant communication with the IRS, acting as a trusted liaison for Sagemont Tax's clients.   Prior to joining Sagemont Tax, Jeffrey worked in the hospitality industry with the Hilton Hotel brand. While at the Waldorf Astoria Orlando, his hotel was a part of the NBA Bubble that took place in 2021...
Learn More
Close
Marcela Romero

Marcela Romero

Senior Operations Coordinator
As Operations Coordinator, Marcela Romero serves a vital role providing communication between the management team and other staff members to maintain productivity within the organization. With extensive experience supporting C-level executives and over 15 years of administration in public accounting, Marcela has advanced knowledge of tax returns and IRS filing processes. She is also an expert with onboarding new hires. A positive individual...
Learn More
Close
Kristen Utterback

Kristen Utterback

Director of Operation
Kristen Utterback is the Operations Manager for Sagemont Tax's Post-Calc team. In this role, she primarily oversees and reviews the client package and 941-X filing processes, refund tracking, and IRS troubleshooting. Kristen is a detail-oriented, goal-driven leader who consistently evaluates ways for operations to run more efficiently. Kristen has over 20 years of management experience across numerous different industries since graduating...
Learn More
Close
Photo

Kimberly Young

Senior IRS Tracking Specialist
Kimberly Young

Kimberly Young

Senior IRS Tracking Specialist
Close
Photo

Jesse Cox

Eastwood Advisory
Jesse Cox

Jesse Cox

Eastwood Advisory
Close
Photo

Derek Dettman

Sales Representative
Photo

Eugene Dinkelis

Account Executive
Photo

Ty Evans

Senior Client Services Manager
Photo

Marcello Giacalone

Sales Executive
Derek Dettman

Derek Dettman

Sales Representative
Close
Ty Evans

Ty Evans

Senior Client Services Manager
As Senior Client Services Manager, Ty is responsible for the client-facing portion of Sagemont Tax’s services, including: prospecting, outreach, qualifying, onboarding, project completion and delivery. He ensures that each client receives the unique, white-glove service required by Sagemont Tax’s high level of standards. Previously, Ty worked in Medical device sales in Miami, FL. He has a BS from University of Tennessee at Chattanooga in...
Learn More
Close
Marcello Giacalone

Marcello Giacalone

Sales Executive
Marcello Giacalone is Senior Account Executive in sales at Sagemont Tax focused on driving net-new sales and referral partners for the company. He brings more than six years of sales experience from some of the fastest growing tech startups in the world including Bill.com, where he was part of the IPO in 2019. As an early sales hire at SecurityPal, he helped them obtain investment capital from Craft Ventures within their first year of...
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Sean McLaughlin

Account Executive
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Michelle Murphy

Sales Executive
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Robert Shiver

Sales Executive
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Katie Pawlowski

Sales Executive
Sean McLaughlin

Sean McLaughlin

Account Executive
Sean McLaughlin is an Account Executive responsible for bringing on new clients for Sagemont Tax. Previously, he spent two years as an Executive Sales Representative at Pay.com where he introduced new clients to their HR and Payroll software. Sean attended Fordham University. He grew up in a really close family and has a brother named Dan. He is a dog dad to a French bulldog named Bane. When not working, he is playing golf or going out on his...
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Michelle Murphy

Michelle Murphy

Sales Executive
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Robert Shiver

Robert Shiver

Sales Executive
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Katie Pawlowski

Katie Pawlowski

Sales Executive
As a lead Sales Executive, Katie oversees the client-facing portion of Sagemont Tax’s services. In this role, she ensures that clients are carefully qualified and receive the unique, white-glove service required by Sagemont Tax’s high level of standards. Prior to joining Sagemont Tax, Katie worked in the tech space in different capacities within Sales ranging from Individual Contributor to Sales Leadership. Most recently, she worked as...
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Josh Teitelbaum

Director of Sales
Josh Teitelbaum

Josh Teitelbaum

Director of Sales
Josh Teitelbaum is Director of Sales and Business Development. He sources new opportunities and educates and advises prospective clients on ERC eligibility. Josh has been involved with various companies in a sales/business development capacity, ranging from tech to financial services. He also has also made various entrepreneurial endeavors in real estate, fitness and music. Josh has a Bachelor of Arts in Jazz and Improvisational Studies...
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Brent Rager

Chief Technology Officer
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Ayanah Brennan

Systems Administrator

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Ayanah Brennan

Ayanah Brennan

Systems Administrator
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