Team Member Spotlight

Meet the team behind SurePrep's award winning 1040 tax automation solutions!

The SurePrep team has grown to over 500 people across all departments. We’ll feature new team members each month.

Octavian Tomos

Octavian Tomos

Regional Sales Manager

Q) When did you join the SurePrep Team?
A) April 2007

Q) Briefly describe a typical workday.
A) During my typical workday, I assist firms through their initial evaluation of our software and services, consult on best practices, conduct webinars and help with the onboarding of new clients.

Q) How has the company changed since you came on board?
A) In the past 12+ years, the company has grown significantly both in staff and development of tax productivity solutions for the market. Even with all the growth, it is great to see that the core goal to help clients and each other has stayed consistent.

Q) What is one of your proudest moments at SurePrep?
A) I don’t think I can pinpoint one moment. I am proudest when I hear success stories from clients that I assisted through the implementation of our solutions. It’s very rewarding to offer services that firms will benefit from year after year.

Q) What is one of your favorite things about working here?
A) Relationships with people at all departments/levels. Everyone is very willing to jump in and help to create an environment that benefits our clients and coworkers.

Q) Describe SurePrep in three words:
A) Dynamic. Supportive. Growing.

Q) What do you hope to accomplish/see happen in your future at SurePrep?
A) My hope is to continue growing and learning in this ever changing technological landscape so I can provide the best service possible to our clients.

Q) How do you define success?
A) To me, success is creating a solid work/life balance. Success is when I achieve work goals that I set for myself while at the same time being the best husband and parent I can be.


Joey Cursoli

Joey Cursoli

Software Engineer

Q) When did you join the SurePrep Team?
A) July 2017

Q) Briefly describe a typical workday.
A) I work on the User Interface for TaxCaddy Web, and you can usually find me at my desk building new features, and talking about The Office with my coworkers.

Q) What drew you to SurePrep initially?
A) What drew me to SurePrep was that the company seemed to offer great room for personal growth, and appeared to be very innovative, and those are the reasons I still work for SurePrep.

Q) What is one of your proudest moments at SurePrep?
A) Some of my proudest moments were helping to assemble the great team of engineers we have working here.

Q) What is one of your favorite things about working here?
A) One of my favorite parts about working at SurePrep is the transparency and freedom we have to innovate and express any ideas we have.

Q) Describe SurePrep in three words:
A) Innovative. Fast. Exciting.

Q) If you could pick one superpower, what would it be and why?
A) If I were to pick one superpower, it would be the power of flight, since I am terrified of planes and don’t like the hustle and bustle of airports. Did I mention I am scared to fly?

Q) How do you define success?
A) I define success as having good food, good work life balance, and minimal stress (in that order).


Darren Ohara

Darren Ohara

Client Success Manager

Q) When did you join the SurePrep Team?
A) January 2015

Q) Briefly describe a typical workday.
A) My typical workday includes following up with clients, answering questions, providing support, and any additional assistance they might need. In addition, I work with new and existing clients on implementation and training. I also work on internal projects and help to administer our CRM.

Q) How has the company changed since you came on board?
A) Since the time I started, the number of year-round full time staff has increased significantly. We have also increased the size of many different departments to support our growing client base and our software.

Q) What do you hope to accomplish/see happen in your future at SurePrep?
A) I hope to continue to grow into my role and provide excellent customer service to our clients as our products and services we offer grow. I also am continuing to learn more about our CRM software so I can continue to help my team work more efficiently.

Q) What is one of your favorite things about working here?
A) I work on an amazing team. Everyone is supportive and always willing to provide assistance, answer questions, or even jump on calls.

Q) Describe SurePrep in three words:
A) Timesaving. Organization. Standardization.

Q) If you could pick one superpower, what would it be and why?
A) Teleportation, to eliminate 15 hour flights and jet lag.

Q) How do you define success?
A) At the end of the day, knowing that I worked hard and did my best to support my clients and provide for my family and friends.


Doug Shawver

Doug Shawver

Client Support Representative

Q) When did you join the SurePrep Team?
A) June 2016

Q) Briefly describe a typical workday.
A) Answering emails, phone calls, live chats, and troubleshooting any issue that is brought to my attention.

Q) What drew you to SurePrep initially?
A) Hearing what a great workplace SurePrep is!

Q) What do you hope to accomplish/see happen in your future at SurePrep?
A) I hope to grow with the company.

Q) What is one of your favorite things about working here?
A) Everyone is so hopeful, and everyone always has a smile on their face.

Q) Describe SurePrep in three words:
A) Great. Amazing. Outstanding.

Q) If you could pick one superpower, what would it be and why?
A) To fly, so I would not have to sit in traffic.

Q) How do you define success?
A) Knowing at the end of the day that I did everything I can to make a difference.


Tal Bjoraker

Tal Bjoraker

Lead UX/UI Designer

Q) When did you join the SurePrep Team?
A) November 2018

Q) What do you hope to accomplish/see happen in your future at SurePrep?
A) I would like to grow the design team and eventually have a full design department at SurePrep.

Q) What drew you to SurePrep initially?
A) I wanted to transition from the design agency world to the software industry.

Q) How has the company changed since you came on board?
A) The company has grown rapidly since I joined. It is headed in a great direction.

Q) What is one of your favorite things about working here?
A) Laid-back, friendly atmosphere. Everyone trusts in everyone’s abilities to get work completed with both efficiency and high quality.

Q) Describe SurePrep in three words:
A) Innovative. Family. Trust.

Q) If you could pick one superpower, what would it be and why?
A) Teleportation, so I could be anywhere in the world that I want instantly.

Q) How do you define success?
A) Making positive and balanced progress not only professionally, but also spiritually and in your relationships.


Annalise Hurst

Annalise Hurst

Business Analyst

Q) When did you join the SurePrep Team?
A) November 2018

Q) Briefly describe a typical workday.
A) I get into work and go through all of my emails. I attend standup and get the lay of the land for how the day is going to go. There are usually a couple of meetings I participate in to gather requirements or build the workflows for new features. I’ll answer questions from our Quality Assurance team about the features that are in development to make sure they are on track. After some more emails, more meetings, and more questions, I’ll head off for the day. Sometimes we have morning or evening calls to coordinate with our offshore team.

Q) What drew you to SurePrep initially?
A) I could see myself growing with the company, learning a lot, and getting to play a big role in creating great features.

Q) How has the company changed since you came on board?
A) SurePrep has been growing a lot and our team has gotten quite a bit bigger. It’s nice to be able to take on larger challenges!

Q) What is one of your proudest moments at SurePrep?
A) My proudest moment at SurePrep has been seeing a feature I worked on become fully created for the first time, since it was one of the first features I got to lead and it has provided a lot of benefit to our clients.

Q) Describe SurePrep in three words:
A) Innovative. Enthusiastic. Dedicated.

Q) If you could pick one superpower, what would it be and why?
A) Shapeshifting, because you get to have the abilities of whatever form you take.

Q) How do you define success?
A) Making a positive difference in the lives of those affected by your actions.


Jerica Hernandez

Jerica Hernandez

Client Success Associate

Q) When did you join the SurePrep Team?
A) April 2017

Q) Briefly describe a typical workday.
A) My workdays include supporting my clients via emails, phone calls, and in-person meetings; implementation and training for new and existing clients; offering product demos and webinars.

Q) What drew you to SurePrep initially?
A) Having worked at a firm that was using 1040SCAN, SPbinder and TaxCaddy, I already knew what great products the company had. When TaxCaddy was released, I knew that this was where I was meant to be. TaxCaddy changed the way my work was being done at my firm, and I knew it was going to continue to become better and better each year. I wanted to be part of something amazing!

Q) How has the company changed since you came on board?
A) The company has made significant advancements with TaxCaddy, making it a product that is gaining quite a bit of attention in the marketplace. Our company size has increased and continues to grow all the time.

Q) What is one of your favorite things about working here?
A) The people, both internally and externally. Getting to work with such great firms and amazing coworkers makes it easy to come to work each day.

Q) Describe SurePrep in three words:
A) Innovative. Time-saving. Necessary.

Q) If you could pick one superpower, what would it be and why?
A) The power to see the future. I would use it to ensure my family is always safe and sound and help those that need it whenever possible.

Q) How do you define success?
A) I would say if you are doing what you love and able to provide for yourself and your family, then you are successfully navigating this crazy world.


Alelie Arvizo

Alelie Arvizo

Quality Assurance Lead - TaxCaddy

Q) When did you join the SurePrep Team?
A) August 2018

Q) Briefly describe a typical workday.
A) I lead a team of test engineers working to ensure the quality of TaxCaddy. Activities include planning test strategy; designing, creating and executing test cases, and reviewing and reporting results of software quality testing.

Q) What is one of your proudest moments at SurePrep?
A) I implemented QA processes that improved the efficiency and transparency of the QA team.

Q) How has the company changed since you came on board?
A) The company is growing and has implemented new processes to ensure productive collaboration between the teams.

Q) Describe SurePrep in three words:
A) Family. Quality. Respectful.

Q) What do you hope to accomplish/see happen in your future at SurePrep?
A) I want to encourage the QA team to continuously innovate, as well as set quality standards for the team in new testing technologies and methods to ensure quality improvements.

Q) If you could pick one superpower, what would it be & why?
A) I want to be able to fly and be invincible!

Q) How do you define success?
A) Self satisfaction from knowing that I did the best that I am capable of in my work and in my life.


Matt Rodriguez

Matt Rodriguez

Customer Support Representative

Q) When did you join the SurePrep Team?
A) October 2017

Q) Briefly describe a typical workday.
A) First thing we do is check all the emails that have come in and address them. We are taking live chats and calls throughout the day. When there are no chats or calls coming in, we are testing and learning new ways to improve the SurePrep software.

Q) What is one of your proudest moments at SurePrep?
A) Every time I help a client resolve their issue is a proud moment for me. I enjoy seeing clients happy with our products.

Q) Describe SurePrep in three words:
A) Growth. Booming. Fast-Developing.

Q) What do you hope to accomplish/see happen in your future at SurePrep?
A) I hope to grow as the company grows. I hope to help in any way possible to make sure the client has the best experience when using our software.

Q) If you could pick one superpower, what would it be and why?
A) I would like to fly. I don’t like flying on a plane, so if I could fly, I wouldn’t have to worry about being on one! I could go wherever I would like to go in the world whenever I want.

Q) What book(s) are you currently reading?
A) “The Yankee Years” by Joe Torre

Q) How do you define success?
A) I evaluate success based not only on my work but the work of my team. In order for me to be considered successful, the team needs to achieve both our individual and our team goals.