What if you could transform the tax service industry? In this episode, Logan Holman and Claire Gallant, co-founders of Vivify, share their journey from a chance meeting in Cincinnati to building a company that simplifies taxes for everyday taxpayers. Combining Logan's CPA expertise with Claire's wealth advisory background, they identified a gap for W-2 employees and 1099 contractors facing tax challenges.

Vivify specializes in working with the fee-only financial planning community and their clients, offering flat-fee, client-centered services like personalized tax scorecards, withholding assistance, and secure portals with video walkthroughs. By collaborating closely with wealth advisors and addressing the limitations of traditional tax software, Vivify is making tax season more efficient and effective for everyone involved. Tune in to learn how they’re reshaping personal finance and empowering taxpayers nationwide.


Social:

https://www.linkedin.com/in/loganholman/

https://www.linkedin.com/in/clairegallant/

https://www.usevivify.com/



Music in this episode was obtained from Bensound.