Who are your bean counters?

Our tax team? Think of them as your financial ninjas in the business. They’re sharp, strategic, and always on the lookout for ways to save you money. Filing your returns accurately and on time is just the baseline—they go beyond the basics, blending creative problem-solving with an eagle eye for detail. They're not just crunching numbers; they’re working behind the scenes to make tax season feel a whole lot less... taxing.

  • Head Bean Counter/Managing Partner

    Seth is a next-generation CPA with one clear mission: to help high-net-worth individuals and business owners minimize their biggest expense—income tax.

    His approach is proactive, practical, and personal—built on smart planning, clear modeling, and real conversations. Seth’s philosophy is simple: taxes don’t need to be complicated. The tax code already exists—there’s no need to reinvent it. Instead, he and his team know how to leverage it to the fullest potential. The result? Fewer surprises, more savings, and a smoother tax experience from start to finish.

  • Senior Tax Manager

    Katy White brings over 30 years of experience in public accounting, with a specialization in supporting small businesses and medical practices. As a licensed Certified Public Accountant in the State of Connecticut, Katy is known not only for her technical expertise but also for the care and dedication she brings to every client relationship. She’s passionate about helping business owners feel confident in their financial decisions and finds the most fulfillment in being a trusted advisor through all stages of growth.

     Katy earned a Bachelor of Science in Accounting from the University of Connecticut and a Master of Business Administration from the University of Hartford. She is an active member of both the Connecticut Society of Certified Public Accountants (CTCPA) and the American Institute of Certified Public Accountants (AICPA).

  • Senior Client Manager

    Bio brewing… we’re still roasting the beans. Stay tuned!

  • Senior Client Manager

    With over two decades of experience in the accounting profession, John brings a well-rounded background that includes seven years of dedicated service with our firm. Prior to joining the team, he spent 15 years honing his skills across both public accounting firms and Fortune 500 corporations, gaining valuable insight into a wide range of tax and financial matters.

    John specializes in Corporate Taxation and is passionate about helping businesses navigate complex tax environments. In addition to corporate work, he also enjoys supporting clients with strategic tax planning and preparing individual returns, offering a comprehensive approach to their financial well-being. (And golf, he loves golf.)

  • Senior Client Manager

    Marissa Payne Smith is a Senior Client Manager at ITXRE, bringing 15 years of experience in tax planning, financial analysis, and client relationship management. She’s all about crafting smart, strategic tax solutions that not only check all the compliance boxes but also support her clients’ bigger financial picture.

    Known for her sharp attention to detail and calm, get-it-done attitude, Marissa makes complex tax matters feel less taxing. She’s a natural at building trust, offering clear guidance, and being the go-to advisor clients can count on year after year.

  • Senior Client Manager

    Patrick joined iTxRe after graduating from Berry College in 2023 and has been a key part of the team ever since. With over two years of experience in tax preparation and client management, he’s committed to delivering timely, accurate returns and clear, helpful information. Patrick is passionate about helping clients optimize their tax strategies and making tax season as smooth and stress-free as possible.

    While at Berry, Patrick was also a standout on the baseball field. He earned All-SAA Honorable Mention with an impressive 7–1 record, a 3.84 ERA, and 40 strikeouts—showcasing the same focus and dedication he now brings to his work with clients.

  • Senior Tax Preparer

    Marc Lorme is an Enrolled Agent with nearly two decades of experience in tax preparation, planning, and advisory services. He began his career in 2006 at Earl W. Morrow, CPA, where he built a solid foundation working with individuals, businesses, trusts, and estates.

    As a federally licensed tax professional, Marc is authorized to represent taxpayers before the IRS. He stays ahead of the curve with ongoing education and a commitment to keeping up with the ever-evolving tax code.

  • Senior Tax Preparer

    Bio brewing… we’re still roasting the beans. Stay tuned!

  • Tax Preparer

    Bio brewing… we’re still roasting the beans. Stay tuned!

  • Tax Preparer

    Bio brewing… we’re still roasting the beans. Stay tuned!

Who are your pillars of support and organizational prowess?

It takes a village—and this is ours. They crunch, coordinate, and conquer. Meet the behind-the-scenes rockstars who keep the operation humming.

  • Chief Operations Officer

    COO by day, hill-climb crusher on her bicycle by evening. Christine thrives on simplifying complexity—whether it's internal operations or customer-facing systems. Her mission is to streamline processes and deliver clear, simple, and effective results—for her team, and for you.

  • Operations Coordinator and Social Media Manager

    Abby is the backbone of our operations, seamlessly balancing coordination, and communication. Often referred to as our VIP, she ensures every detail—whether incoming or outgoing—is handled with precision. Working closely with every team member, Abby brings structure, flow, and a touch of excellence to everything we do. Her mission? To make every process feel simple and every outcome, flawless—for you and for everyone we serve.

  • Billing Specialist (and Expert Hat-Wearer)

    While Karin may appear behind the scenes, make no mistake—she is very much front and center when it comes to keeping the firm running smoothly. With a keen eye for detail and strong project management skills, Karin is the driving force behind a wide range of essential operations.

    She manages all billable time, invoicing, and accounts receivable with precision, ensuring our financial systems stay on track. But her role doesn’t stop there—Karin also sets the tone from day one as our onboarding specialist, clearly outlining key deliverables and overseeing software setup for new clients.

    Her ability to juggle responsibilities and keep things moving forward makes her an indispensable part of our team.