VPTax Expands Startup Tax Services, Announces New Leadership Appointments

SAN FRANCISCO–(BUSINESS WIRE)–VPTax, Inc., a leading provider of tax services for startups, is pleased to introduce expanded tax services tailored specifically for startup founders, named “Founders’ Tax Services”. This initiative coincides with exciting leadership changes, including the appointment of Lynn Ames as Chief Executive Officer, Nathan Burt as Executive Vice President, Stephen Day as Chief Financial & Operations Officer, and David Heap as Chief Revenue Officer.

“We are fortunate to welcome Lynn and Nate to VPTax, bringing their extensive experience and network”Post this

Founders’ Tax Services leverages VPTax’s deep understanding of the startup community to assist founders in preparing for success. VPTax helps founders build, protect, and transition wealth, considering all areas of the tax landscape for startups and their founders, including business taxes, exit planning, and legacy financial wealth planning.

“We are fortunate to welcome Lynn and Nate to VPTax, bringing their extensive experience and network,” said Todd Suchevits, outgoing President and CEO. “The VPTax community of startup companies, including their founders and executive teams, now have an even broader range of tax support available through VPTax.” Todd will continue to serve clients with the same unparalleled tax knowledge and pragmatic advisory skills he has provided for the last 17 years at VPTax.

Lynn Ames has held senior positions in both public accounting and corporations. Notably, Lynn led the tax practice at Ernst & Young in the Salt Lake City office and served as Tax Director at Ballard Medical Products. Most recently, Lynn was a principal at Knox Capital Group, which merged with CAPTRUST in 2018, an independent investment advisory firm which oversees more than $800 billion in assets. Lynn’s expertise includes wealth management, estate tax planning, and corporate taxation. (More details on Lynn @ www.linkedin.com/in/lynn-ames-b55013184/ )

Nathan Burt began his career at Deloitte in the audit practice before assuming the role of controller at KORR Medical Technologies. He later returned to public accounting with Ernst & Young in Salt Lake City. For the past eight years, Nate has served as VP of Global Tax for Pluralsight LLC, overseeing all areas of business tax, including leading tax analysis for the company’s “UP-C” IPO. (More detail on Nate @ www.linkedin.com/in/nathan-burt-a634486/ )

David Heap, a seasoned professional with a proven track record in revenue generation, steps into the role of Chief Revenue Officer, leading initiatives to drive growth with VPTax referral partners and enhance client engagement throughout the organization. David has held senior positions with companies such as MityLite, Broda Enterprises, and Wildeck, Inc. (More details on David @ www.linkedin.com/in/davidlheap/ )

Stephen Day has been a part of the VPTax leadership team since 2017. Although Stephen is stepping away from direct client-facing work, he will continue to ensure value delivery to VPTax clients in his new role as Chief Financial & Operations Officer.

Acknowledging the rapidly evolving startup ecosystem, VPTax emphasizes the critical importance of providing specialized support to corporate entities and their founders.

“Startups and high-growth companies, and their founders and executives encounter numerous tax considerations on their startup journey,” said Lynn Ames. “With our expanded tax services, including the introduction of Founders’ Tax Services, we aim to provide the guidance needed to navigate these challenges through every stage of their journey to success.”

About VPTax , Inc.

VPTax is a tax firm that provides a better alternative to traditional broad-scope accounting firms. VPTaxʼs fully managed, proprietary tax solution scales to support startup companies and their founders at every stage of development, from inception through rapid growth to IPO and beyond.

For more information about VPTax, visit VPTax @:

VPTax website: www.vptax.com
VPTax on LinkedIn: www.linkedin.com/company/vptax

Contacts

Ty Day
Marketing Manager
VPTax
[email protected]
801-618-3592

Source : https://www.businesswire.com/news/home/20240402064174/en/VPTax-Expands-Startup-Tax-Services-Announces-New-Leadership-Appointments


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