– USA, TX – TaxStatus, a leader in tax data intelligence solutions, announced the appointments of Eric Clarke and Ric Edelman to its Board of Directors.
About Eric Clarke
Eric Clarke is the founder and former CEO of Orion Advisor Solutions, a trailblazer in financial technology and investment solutions who helped transform how financial advisors scale and deliver personalized advice.
About Ric Edelman
Ric Edelman, founder of Edelman Financial Engines, brings decades of experience in democratizing financial planning for the masses and is a highly respected figure in the financial services industry.
About TaxStatus
TaxStatus is a fintech innovator revolutionizing financial services through frictionless access to IRS data and continuous IRS account monitoring. Designed for financial professionals and their clients, TaxStatus enables consent-based access to individual, business, and trust tax records, eliminating traditional barriers to tax and financial planning. The product solves three important problems for financial advisors: eliminating the friction in obtaining tax data, providing continuous IRS account monitoring, and providing insights and data necessary to provide improved tax and financial planning recommendations. The result is a complete and accurate financial picture for any taxpayer, which ultimately helps advisors deliver better financial plans, better advice, and better client outcomes.
For more information: https://www.taxstatus.com/
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