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All roads lead to tax: why I started april
April News
2 minutes
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Where it all began

I began my career at Deloitte Consulting, advising large US banks and insurance companies, and later opened the US office for Team 8, where I built and scaled early-stage FinTech and cyber companies. Throughout my career, I witnessed how the shift to digital both improved accessibility and made the financial landscape more confusing for millions of Americans. Reflecting on the future of financial services, I became obsessed with the idea of orchestrating a complete financial picture for customers that would help them make data-driven decisions to advance their well-being.


All roads lead to tax

That’s when I saw tax as an untapped opportunity to be the lynchpin for building towards this vision. Taxes affect everyone, yet the current system is often siloed, expensive, and confusing. The majority of software providers were building products for filing which is a historical audit process that focuses on compliance but misses opportunities to impact or change your tax liability. By building embedded year-round tax products, we believed that we could not only transform this system into a more transparent, accessible, and empowering experience for all Americans, we could use taxes to gain a holistic understanding of their financial situation and make more informed decisions year-round.


Introducing april

I partnered with Daniel Marcous to co-found april, a company dedicated to expanding access to year-round tax insights and optimization by embedding a suite of intelligent products into the financial applications they already use and trust. By leveraging AI, april creates a personalized, engaging, and informative tax experience, enabling users to gain a real-time view of their tax situation, make better decisions based on their income and expected life events, and understand the opportunities available to them to optimize before year-end.


Tax everywhere you make financial decisions

Collaboration with existing apps allows for data integration that enables a frictionless way to offer a personalized tax experience, and enhances security and fraud protection with existing KYC programs in place. By embedding tax services directly into platforms users already trust, such as banks, payroll companies, and investment platforms, personalized tax solutions like april help create a holistic approach to financial wellness, and unlock opportunities that may have otherwise remained hidden, such as accessing overlooked credits and deductions or making strategic financial decisions with confidence.


Conclusion

The mission of april is to transform the way Americans engage with the tax system, but through tax, we think we can enable a new category of financial wellness — financial greatness.


This content is provided for informational purposes only and should not be construed as tax, legal, financial, or other professional advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need specific advice. Any data shared is subject to applicable law and consent.

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1. If you find an error in the tax preparation that entitles you to a larger refund (or smaller liability), we will refund any fees you paid us to use our service to prepare that return and you may use our service to amend your return at no additional charge. To qualify, the larger refund or smaller tax liability must not be due to differences or inaccuracies in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws. If our tax preparation software makes a mathematical error that results in your payment of a penalty and/or interest to the IRS that you would otherwise not have been required to pay, April will reimburse you up to a maximum of $10,000. If you receive an audit letter from the IRS or a state tax authority in connection with an accepted tax return filed through April, we will provide you with informational assistance, such as responses to frequently asked questions or links to resources on the IRS’s or other tax authority’s website. April will not represent you before the relevant tax authority or provide legal advice. Please submit any inquiries or concerns to support@getapril.com. For data deletion requests, please see the Privacy Policy and submit the required information to privacy@getapril.com. To report a security incident, please contact security@getapril.com or see April's Responsible Disclosure Policy. By accessing and using this page you agree to the Terms of Use and Privacy Policy.
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