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.

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.