OUR TEAM OF MARKETING PROFESSIONALS

To Profitably Grow Your Firm In Tax Season and Out…

There’s a reason the world needs tax professionals and accountants. We don’t need to preach to you about the headaches you save taxpayers from enduring on a daily basis.

There’s also a reason that tax professionals and accountants need experienced marketing technicians. So you can do what you do best … for more of the right kind of clients.

The tax and accounting industry has been TaxProMarketer’s specialty client focus for digital marketing results for over 15 yearsOur reputation across the wide spectrum of that community is built on how we prioritize timely and relevant content, relationship-focused marketing techniques, results in the form of new prospects and retained clients, and genuine care and service.

Our business is founded on the belief that we serve people first—real people who run businesses and lead families and serve their communities. We believe that small businesses are the hidden engine of our economy, and perhaps even our culture. We take our role seriously as those who help fuel businesses who in turn fuel the success of those they serve.

Our clients are situated all across the United States. These tax preparers, accountants, bookkeepers, and financial advisors use our tools to build relationships with new prospects and existing clients, while growing the value of their business (for immediate cash flow and future sale-ability). We build “online marketing machines” for these clients using a SEO-optimized, conversion-centric, custom website; a relational email marketing program; an engaging social media feed; comprehensive local listings management and optimization; and an in-house advertising program, all of which is fed with 15 years of data working with this industry exclusively.

Our business is about helping you build the business you always wanted.

Oh, and there’s this too:

TaxProMarketer is an Infusionsoft Certified Partner, a Digital Marketer Certified Agency, a Google Premier Partner, and a recipient of 7-Figure Agency’s “Agency of the Year” Award. Collectively, the TaxProMarketer team has become a widely-followed and trusted voice and the foremost marketing agency to the tax and accounting industry.

OUR TEAM

Nate Hagerty

Nate Hagerty

A 15+-year veteran of the tax and accounting industry — with a focus on digital marketing — Nate Hagerty has established a reputation for straight-talk and results on behalf of members and subscription clients, and has become a widely-followed and respected marketing...

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Troy Lakey

Troy Lakey

Troy joined Nate in building TaxProMarketer starting in 2007, four months after launch, after providing operational and developmental leadership to various ventures in other industries. He brings his training and experience in corporate law, inner city and other...

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Eugenia Brock

Eugenia Brock

Eugenia brings comprehensive workflow analysis and management to the TaxProMarketer team. She runs the email marketing department, and contributes to our website development and SEO specialist teams. With a relentless work ethic and mind-blowing attention to detail,...

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Amanda Smith

Amanda Smith

Amanda Smith has been a dependable and enthusiastic employee for TaxProMarketer since February, 2011. As Executive Assistant to the CEO, Amanda is not only responsible for the day to day tasks of bookkeeping, and managing the billing department, but also helps out in...

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Katherine Hershberger

Katherine Hershberger

Katherine joined the TaxProMarketer team in February 2015, as our Social Media Marketing Specialist, to bring production support and research for our Social Media Elevation service. Moving on to become the Director of Client Happiness in 2017, Katherine now serves as...

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Jodi Schipper

Jodi Schipper

Jodi Schipper - Social Media Marketing Director Jodi brings a combination of management and creative to the TaxProMarketer leadership team. She directs the daily management of our social media team and operations, spearheads multiple ongoing research and development...

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Ben Greutman

Ben Greutman

Ben oversees TaxProMarketer's digital advertising services. His background in SEO, project management, operations, eCommerce, and other nerdy stuff most people don't care about make him a perfect addition to the TPM team. His goal is to maximize the effectiveness of...

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Jill Vanderbok

Jill Vanderbok

Jill joined the TaxProMarketer team in August of 2017, as part of our Client Happiness Department and recently made the switch to becoming our Social Media Marketing Specialist. As Social Media Marketing Specialist she is able to provide support in production and...

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Christian Jones

Christian Jones

Christian is TaxProMarketer's Director of Search Marketing. He oversees custom website production on behalf of our clients, as well as the implementation of TaxProMarketer's search marketing strategy for client firms. Christian has established TaxProMarketer's web...

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Rebekah Greutman

Rebekah Greutman

Bekah serves the TaxProMarketer team in the Client Happiness department. It is her goal to represent the work ethic, joyful attitude, and overall excellence of our entire team to each client. She strives to make sure each client's voice and desires are heard and...

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Ramon Zambo

Ramon Zambo

Ramon is a web and SEO Specialist at TaxProMarketer who takes care of website edit requests from clients, SEO processes, client web updates and TPM web projects. His full dedication and commitment to work drive him to perform well and exceed the customers’...

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Christine Bozar

Christine Bozar

Christine is TaxProMarketer's Email Marketing Specialist. She helps run the email marketing department, setting up new clients, and fulfilling all their custom individual needs. With her contagious smile, she lights up the room and always brings a positive spirit....

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Jennifer Sarver

Jennifer Sarver

Before joining the TaxProMarketer team, Jennifer taught middle and high school English for 8 years. During that time it became clear that teaching writing was her specialty, having multiple students go on to win National Merit scholarships specifically for their...

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Jenn Ann Terado

Jenn Ann Terado

Jenn Ann is TaxProMarketer’s Web Developer, building unique websites for our clients. She is an expert on fundamental web development principles and is always passionate about her work. She's a bashful person and displays simplicity, yet she strives to re-invent...

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