Get up to $26,000 per employee from the IRS.

PRESIDENT

As a serial entrepreneur Tom has more than 20 years experience in the fintech space. His businesses have focused on lending and he has a particular expertise in building platforms that use cutting-edge technology to make it easier for small businesses to access the credit they need. In addition to his role as the President of Accelerate Tax Thomas is also an active angel investor and he currently holds a seat on the board of directors for several startups.

COO

Justin is a proven executive leader with sales, secondary markets, operations and credit risk experience across multiple private and publicly traded companies, including HSBC, LendingTree, Discover, Caliber Home Loans and Rithm, formerly known as Newrez. As the Chief Operating Officer Justin leads the Sales and Fulfillment organizations and supporting Customer Acquisition initiatives for Accelerate Tax.

CHIEF REVENUE OFFICER

Graduated from Hofstra University with BBA Business Management, spent 7 years in the Marines Enlisted and Officer. Began in sales, top producing mortgage loan officer and eventually VP Operations for Refinance.com. Transitioned to the SMB space, directed all aspects of sales, marketing, advertising, CRM and call center operations for five branches for Business Bounce. Helped to grow Business Bounce into an acquisition for Lendio. Spearheaded the integration of the two companies, then working directly with CRO grew Lendio into the largest SMB marketplace in the country.

Spent 4 years at Lendio, last role was VP Operations and Lender Strategy, left to become CRO at a large SMB ISO. Since 2020 has been spending most of his time as an entrepreneur and consulting for various sales organizations in the lending space with a focus on transforming into scalable operations.

PRESIDENT OF OPERATIONS

A seasoned production leader with experience across both public and privately held institutions Kate excels in motivating employees and serving customers. Kate is a culture driver and sales leader with extensive sales and operations experience, specializing in the Direct to Consumer space. Kate’s management style emphasizes tactical execution while maximizing internal and external customer experience to improve process efficiency.

As an executive with a proven track record Kate brings the experience and horsepower needed to drive exceptional results for Accelerate, its customers and partners. Kate studied at the University of Missouri and has led sales and operations organizations at both startups and large public and private companies.

DIRECTOR OF RELATIONSHIP MANAGERS

As the Director of Relationship Managers, he overlooks the day to day of the production group to ensure an efficient and productive call center. He works closely with Accelerate Tax leadership to ensure to meet and exceed their client’s needs.

With multiple degrees in Psychology and Counseling he has been able to place an emphasis on the humane element within business interactions during his 20 years of experience in finance, working primarily in the automotive and mortgage industries.

He enjoys playing sand volleyball and basketball. Outside of volunteering his time to animal shelters and meal delivery for the elderly, he is a huge autophile and enjoys anything automotive related.

PRODUCTION LEADER

Kaylynn Shirley has been a production leader in the mortgage space since 2013 at some of the largest public and privately held companies in the country including Caliber Home Loans, Loan Depot and Newrez Financial. She is an effective team leader and process champion that delivers a best in class customer service experience.

Her roles overseeing high performing processing organizations required her to rapidly scale her teams through effective recruiting, training and management, something that she has brought to Accelerate Tax. Her growing team of Account Managers at Accelerate Tax take pride in rapidly and accurately completing the ERC calculation process and delighting customers.

HEAD OF QUALITY CONTROL DEPARTMENT

Sales Professional with more than 10 years experience in SMB lending and mortgages. His pride is educating customers so they fully understand their options and feel comfortable with what can be one of the biggest transactions of their lives. Having helped thousands of customers reach their financial goals he continues to find new ways in helping B2B and B2C customers.

REVENUE OPERATIONS ASSOCIATE

Anne handles the reporting for internal and external end users, CRM administration and data maintenance as well as onboarding new affiliates.

Anne has held previous positions as a business intelligence analyst and CRM administrator in the merchant cash advance sphere with a background in accounting.

In her personal time Anne enjoys baking treats at home.

OVERSEES THE QUALITY CONTROL DEPARTMENT

Jamison Minkoff currently oversees the quality control department at Accelerate Tax. He takes pride in ensuring that all files continue to meet our standards of excellence and IRS guidelines, with a focus on maximizing the financial benefit of the ERC for the customers in the least amount of time as possible. Jamison most recently worked in the mortgage industry where he was responsible for auditing and certifying the quality of hundreds of millions of dollars of home loans each year. In his free time Jamison can be found wearing blue and cheering on his alma mater Duke University in search of another basketball championship.