#115 - Tax Made Simple: Vivify’s Mission to Empower Advisors and Clients
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…
The skinny
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