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EZ-ERC was created to bring light to the Employee Retention Credit

The Employee Retention Credit is a little-known government benefit available to many business owners as a result of the pandemic. We help businesses of all sizes get money they are eligible for. By working with us, you are taking the headache and confusion out of trying to navigate the often overwhelming world of governmental assistance, and we do it all for you!

Our Team of CPAs Bring
Decades of Experience

Our team of CPAs, JDs and payroll experts bring decades of experience in the accounting and professional service industries. EZ-ERC not only files for ERC for you, but maximizes your return immensely. We are a fast-growing company that is also one of the first firms dedicated solely to the ERC. We have a commitment to growth, service excellence, excitement, and opportunity for all of our customers.

Businesses who didn’t qualify before, now likely do. It’s basically a 3rd PPP, without the payback but unfortunately most business owners are unaware they qualify or that it even exists.

Kenneth Dettman, CEO & Managing Director

EZ-ERC combines
decades of First-in-Class experience

EZ-ERC combines decades of first-in-class, discerning tax advisory experience gained at highly reputable firms such as Deloitte, KPMG, RSM, and Alvarez & Marsal, with legal support from some of the largest, most sophisticated law firms in the world in order to deliver ERC advisory services that are unparalleled in the blossoming ERC service industry. Where many ERC providers offer a “one-size-fits-all” approach, EZ-ERC provides a unique, white-glove service that is demanded by both small businesses and high-net-worth and institutionally owned businesses.

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Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
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Casey Finigan Dettman

Chief Marketing Officer
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Maxwell Burns, CPA

Managing Director
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JJ Budzik, JD

Managing Director
Kenneth Dettman, CPA

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads EZ-ERC with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in the...
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Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
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Maxwell Burns, CPA

Maxwell Burns, CPA

Managing Director
Managing Director at EZ-ERC, Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. He leads EZ-ERC’s team of tax, payroll, and accounting professionals and supervises the entire ERC accounting process from start to finish. Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax, and consulting firm. In this role, he focused on...
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JJ Budzik, JD

JJ Budzik, JD

Managing Director
JJ Budzik is EZ-ERC’s Managing Director. He oversees tax credit projects for a wide spectrum of EZ-ERC clients ranging from small employers to complex aggregated groups. Previously, JJ spent 10 years as a Senior Director / Senior Advisor with Alvarez & Marsal Taxand, LLC in Miami, where he primarily advised U.S. multinationals and foreign companies with U.S. operations on assessing and improving their global tax profiles and...
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Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
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Brent Rager

Chief Technology Officer
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Adam Fischer, Esq.

General Counsel
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Victoria Beck, Esq.

Compliance Counsel
Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages EZ-ERC’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19 pandemic....
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Brent Rager

Brent Rager

Chief Technology Officer
Brent Rager is EZ-ERC’s Chief Technology Officer and lives in Fishers, IN. He is responsible for all things technology at the company including strategic planning for designing, improving, and optimizing company processes, full-stack software and infrastructure development, system administration and integration, data security, IT service support, and more. Brent was previously a software development manager at Genesys, a privately held...
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Adam Fischer, Esq.

Adam Fischer, Esq.

General Counsel
As General Counsel for EZ-ERC, Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the effect...
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Victoria Beck, Esq.

Victoria Beck, Esq.

Compliance Counsel
Victoria Beck, Esq. is Compliance Counsel at EZ-ERC. She brings a unique perspective to her work at EZ-ERC and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works closely with our...
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Jared Albright

Operations Manager
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Kayla Allen

Implementation Specialist
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Ayanah Brennan

Junior Systems Administrator
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Jesse Brown

Sales Executive
Jared Albright

Jared Albright

Operations Manager
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Kayla Allen

Kayla Allen

Implementation Specialist
Kayla Allen is the Implementation Specialist at EZ-ERC. In addition to writing the FPSO Analysis for final reporting, she determines whether clients experienced a full or partial shutdown during the pandemic, in order to calculate their Employee Retention Credit potential. Kayla has over 20 years of experience in auditing, accounting and management and she currently owns two Pure Barre Studios in Los Angeles. Kayla received both her...
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Ayanah Brennan

Ayanah Brennan

Junior Systems Administrator
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Jesse Brown

Jesse Brown

Sales Executive
As a lead Sales Executive, Jesse Brown oversees the client-facing portion of EZ-ERC’s services. In this role, he ensures that clients are carefully qualified and receive the unique, white-glove service required by EZ-ERC’s high level of standards. Before joining EZ-ERC, Jesse served in Head Sales positions at Zillow Group and other notable technology companies, helping them build and scale high-functioning Sales & Customer Success...
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Marcela Budzik

Senior Analyst
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Diana Caban

Senior Analyst
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Chase Chadband

Sales Executive
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Amanda Copenhaver

Event Coordinator
Marcela Budzik

Marcela Budzik

Senior Analyst
As a Senior Analyst, Marcela Budzik processes key financial data to determine client’s employee retention credit. In addition, she uses her engineering background to automate portions of EZ-ERC’s operations, including its calculation platform and output. Prior to EZ-ERC, Marcela worked as a structural engineer designing high-rise buildings in South Florida.  Her ten plus years of engineering experience make her a great problem solver...
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Diana Caban

Diana Caban

Senior Analyst
As a Senior Analyst, Diana Caban supports the sales, intake, and analyst teams with organizing, reviewing, and inputting client data associated with ERC eligibility. She is instrumental in preparing and finalizing ERC calculations as well as maintaining a positive, professional experience for clients throughout their ERC journey. Diana has over fifteen years of combined experience in payroll management, human resources management, and...
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Chase Chadband

Chase Chadband

Sales Executive
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Amanda Copenhaver

Amanda Copenhaver

Event Coordinator
Amanda Copenhaver is an Event Coordinator for EZ-ERC. She has a Bachelor's degree from Florida State and Master’s from Liberty University. She was previously an Elementary School teacher. Amanda currently lives in North Carolina with her husband who is serving in the Air Force. They have two littles, a son and a daughter and two pups. When she is not working, she loves to go on adventures with her family or snuggle up and read a good book....
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Stephanie Cornwell

Director of Business Development & Sales Enablement
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Jesse Cox

Eastwood Advisory
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Joe DePeder, CPA

Controller
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Derek Dettman

Sales Representative
Stephanie Cornwell

Stephanie Cornwell

Director of Business Development & Sales Enablement
As EZ-ERC's Director of Business Development and Sales Enablement, Stephanie Cornwell is a key player and driver behind marketing initiatives encompassing public relations, events, webinars, and client facing resources. Stephanie started her career in sales but found her passion in sales enablement and business development. With experience in financial services and healthcare technology, she has deep knowledge in proposal writing, client...
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Jesse Cox

Jesse Cox

Eastwood Advisory
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Joe DePeder, CPA

Joe DePeder, CPA

Controller
Joseph DePeder is EZ-ERC’s Controller. He oversees all accounting and finance operations, including client collections, vendor payables, payroll, and financial statements. He plays a key role in the company's strategic financial decision-making. Prior to EZ-ERC, Joe worked in public accounting at Crowe LLP as an External Auditor for seven years before starting his own business as an accounting consultant. He majored in Accounting at the...
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Derek Dettman

Derek Dettman

Sales Representative
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Laney Dietrich

Senior Analyst
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Eugene Dinkelis

Account Executive
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Ty Evans

Senior Client Services Manager
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Heidi Francis

Client Package Specialist
Laney Dietrich

Laney Dietrich

Senior Analyst
As a Senior Analyst, Laney Dietrich performs high-quality client analysis associated with ERC eligibility.  She promotes teamwork and provides leadership and technical understanding working closely with the Sales Department, Client Onboarding Managers, Specialists, and other Analyst team members. Before joining EZ-ERC, Laney served over ten years in senior leadership roles in multi-state non-profit and for-profit environments. Her talents...
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Ty Evans

Ty Evans

Senior Client Services Manager
As Senior Client Services Manager, Ty is responsible for the client-facing portion of EZ-ERC’s services, including: prospecting, outreach, qualifying, onboarding, project completion and delivery. He ensures that each client receives the unique, white-glove service required by EZ-ERC’s high level of standards. Previously, Ty worked in Medical device sales in Miami, FL. He has a BS from University of Tennessee at Chattanooga in Accounting and...
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Heidi Francis

Heidi Francis

Client Package Specialist
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Marcello Giacalone

Sales Executive
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Brett Jungels

Director of Technology
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Suzanne Kovacs

Executive Marketing Assistant
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Mike Lazarus

Digital Marketing Manager
Marcello Giacalone

Marcello Giacalone

Sales Executive
Marcello Giacalone is Senior Account Executive in sales at EZ-ERC focused on driving net-new sales and referral partners for the company. He brings more than six years of sales experience from some of the fastest growing tech startups in the world including Bill.com, where he was part of the IPO in 2019. As an early sales hire at SecurityPal, he helped them obtain investment capital from Craft Ventures within their first year of...
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Brett Jungels

Brett Jungels

Director of Technology
As EZ-ERC's Director of Technology, Brett Jungels is responsible for the company’s growing in-house software platform. In his role, he is both a leader through architecture, design, and infrastructure and an individual contributor with full-stack software engineer and DevOps expertise. Brett also provides technology leadership across system integrations, data security, and more. Brett has worked for more than 15 years in the software industry...
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Suzanne Kovacs

Suzanne Kovacs

Executive Marketing Assistant
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Mike Lazarus

Mike Lazarus

Digital Marketing Manager
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Nick Lewandowski

Director of Client Services
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Jeffrey Mathurin

IRS Coordinator
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Amy Morse

Director of Strategic Growth and Marketing
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Sean McLaughlin

Account Executive
Nick Lewandowski

Nick Lewandowski

Director of Client Services
Nick Lewandowski is the Director of Client Services at EZ-ERC. In this role Nick and his team are responsible for helping clients throughout the entire ERC process. From signing an engagement letter to informing clients of a check on the way, Nick and his team track all documentation in order to finalize a client’s package and answer questions along the way. Nick has a diverse background which includes working in accounting at the...
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Jeffrey Mathurin

Jeffrey Mathurin

IRS Coordinator
As EZ-ERC's IRS Coordinator, Jeffrey Mathurin works within the Post-Calc team troubleshooting 2848s. In this role, Jeffrey maintains constant communication with the IRS, acting as a trusted liaison for EZ-ERC's clients.   Prior to joining EZ-ERC, Jeffrey worked in the hospitality industry with the Hilton Hotel brand. While at the Waldorf Astoria Orlando, his hotel was a part of the NBA Bubble that took place in 2021 during the COVID-19...
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Amy Morse

Amy Morse

Director of Strategic Growth and Marketing
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Sean McLaughlin

Sean McLaughlin

Account Executive
Sean McLaughlin is an Account Executive responsible for bringing on new clients for EZ-ERC. Previously, he spent two years as an Executive Sales Representative at Pay.com where he introduced new clients to their HR and Payroll software. Sean attended Fordham University. He grew up in a really close family and has a brother named Dan. He is a dog dad to a French bulldog named Bane. When not working, he is playing golf or going out on his boat.
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Hannah Morse

Marketing Assistant
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Michelle Murphy

Sales Executive
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Kendra Nesbitt

Client Onboarding Specialist
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Donovan Niles, CPA

Tax Controversy Manager, IRS
Hannah Morse

Hannah Morse

Marketing Assistant
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Michelle Murphy

Michelle Murphy

Sales Executive
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Kendra Nesbitt

Kendra Nesbitt

Client Onboarding Specialist
Kendra Nesbitt serves as a Client Onboarding Specialist for EZ-ERC. In this role, she expertly guides the firm’s clients through the onboarding and intake process associated with Employee Retention Credit (“ERC”) eligibility. Kendra is instrumental in creating a positive, professional experience for clients as they begin their ERC journey. Kendra has over 15 years of experience in management and supervisory roles in Consumer Finance,...
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Donovan Niles, CPA

Donovan Niles, CPA

Tax Controversy Manager, IRS
As the Tax Controversy Manager, Donovan Niles is the first line of defense in all matters with the IRS and taxpayers. He provides solutions for refund claim issues so there is little delay in processing. Duties include standard profile changes, drafting of returns as well as more complex audit defenses/protests of audit assessments. His favorite part of his job is working with his EZ-ERC colleagues, meeting new clients and learning about their...
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Gabe Perez

Client Services Manager
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Josh Potler

Vice President of Sales
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Tara Rager

Sales Executive
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Sierra Rice

Client Onboarding Specialist
Gabe Perez

Gabe Perez

Client Services Manager
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Josh Potler

Josh Potler

Vice President of Sales
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Tara Rager

Tara Rager

Sales Executive
Tara Rager is a Sales Representative. Her role is to actively promote and sell EZ-ERC products and services to customers. Previously Tara worked in Insurance Management and Sales. She holds full licensing as an insurance agent, including industry designations: CIC, CRM, and CISR. Tara attended Florida Atlantic University and graduated with a BBA in Business Management. She serves as an Advisor on the board of Greene Goes Gold, a pediatric...
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Sierra Rice

Sierra Rice

Client Onboarding Specialist
As a Client Onboarding Specialist, Sierra Rice is the main point of contact for clients throughout their EZ-ERC experience. She collects the client data needed to determine eligibility and submit a claim and liaisons with our team of financial analysts to provide client updates. Prior to working at EZ-ERC, Sierra worked as a Manager at a credit union. She also worked in the banking industry and customer service. She has a Bachelor's degree...
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Recca Ravnborg

Client Onboarding Manager
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Marcela Romero

Operations Coordinator
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Robert Shiver

Sales Executive
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Katie Pawlowski

Sales Executive
Recca Ravnborg

Recca Ravnborg

Client Onboarding Manager
As Client Onboarding Manager, Recca Ravnborg and her team expertly guide clients through the intake and onboarding process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Recca was previously a Marketing Manager for a large Florida CPA firm where she managed the firm’s branding, marketing and client onboarding. She was a founding member of the firm’s...
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Marcela Romero

Marcela Romero

Operations Coordinator
As Operations Coordinator, Marcela Romero serves a vital role providing communication between the management team and other staff members to maintain productivity within the organization. With extensive experience supporting C-level executives and over 15 years of administration in public accounting, Marcela has advanced knowledge of tax returns and IRS filing processes. She is also an expert with onboarding new hires. A positive individual...
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Robert Shiver

Robert Shiver

Sales Executive
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Katie Pawlowski

Katie Pawlowski

Sales Executive
As a lead Sales Executive, Katie oversees the client-facing portion of EZ-ERC’s services. In this role, she ensures that clients are carefully qualified and receive the unique, white-glove service required by EZ-ERC’s high level of standards. Prior to joining EZ-ERC, Katie worked in the tech space in different capacities within Sales ranging from Individual Contributor to Sales Leadership. Most recently, she worked as the Director of...
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Susan Snipes

HR People & Culture
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Brian Soper

Account Executive
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Shawna Summerford

Client Onboarding Manager
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Josh Teitelbaum

Director of Sales
Susan Snipes

Susan Snipes

HR People & Culture
Susan is a Human Resources Consultant for EZ-ERC. She provides guidance on HR compliance and on the overall direction of the HR function. She ensures that the right processes and tools are in place to facilitate the best employee experience and her team handles recruiting, onboarding and payroll. She curates and creates original training content and internal collateral such as employment policies. She works closely with Courtney Uland, the...
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Brian Soper

Brian Soper

Account Executive
As a Client Services Manager, Brian Soper engages directly with potential EZ-ERC clients on the path to ERC eligibility by assisting them throughout the entire onboarding and intake process.    Prior to joining EZ-ERC, Brian spent the last four and a half years working as an Account Executive for Xerox successfully managing a portfolio of 200 clients. Using a consultative approach, he was able to maximize his clients’ business...
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Shawna Summerford

Shawna Summerford

Client Onboarding Manager
As a Client Onboarding Specialist, Shawna Summerford expertly guides clients through the onboarding and intake process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Shawna has over fifteen years of experience in management, supervisory, lead roles in Mortgage, Consumer Finance, Client Relations, Client Services, and Sales. She enjoys evaluating...
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Josh Teitelbaum

Josh Teitelbaum

Director of Sales
Josh Teitelbaum is Director of Sales and Business Development. He sources new opportunities and educates and advises prospective clients on ERC eligibility. Josh has been involved with various companies in a sales/business development capacity, ranging from tech to financial services. He also has also made various entrepreneurial endeavors in real estate, fitness and music. Josh has a Bachelor of Arts in Jazz and Improvisational Studies...
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Courtney Uland

People Operations Manager
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Kristen Utterback

Operations Manager
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Ryan Woodward

Client Onboarding Specialist
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Kimberly Young

Senior IRS Tracking Specialist
Courtney Uland

Courtney Uland

People Operations Manager
As the People Ops Manager at EZ-ERC Courtney focuses on employee well-being, development, engagement, recognition and company culture and communication. Previously, Courtney was the HR Manager for Upland Brewing Company where she focused on recruiting, management planning, onboarding, and employee retention. She began her work in HR at Artisan Electronics, a DoD contractor where in addition to her HR work, she was also the primary contact for...
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Kristen Utterback

Kristen Utterback

Operations Manager
Kristen Utterback is the Operations Manager for EZ-ERC's Post-Calc team. In this role, she primarily oversees and reviews the client package and 941-X filing processes, refund tracking, and IRS troubleshooting. Kristen is a detail-oriented, goal-driven leader who consistently evaluates ways for operations to run more efficiently. Kristen has over 20 years of management experience across numerous different industries since graduating college...
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Ryan Woodward

Ryan Woodward

Client Onboarding Specialist
As a Client Onboarding Specialist, Ryan Woodward guides clients throughout the process of obtaining their ERC credit. He requests needed documents and answers questions. He is there to help with whatever comes up throughout the process and is responsible for sending clients their final package. Previously, Ryan was a Financial Management Analyst for the U.S. Navy processing purchase requests (small & large). In this role, he compared...
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Kimberly Young

Kimberly Young

Senior IRS Tracking Specialist
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Jeffrey Weiss

Project Manager & Data Analyst
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Marcela Budzik

Senior Analyst
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Diana Caban

Senior Analyst
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Joe DePeder, CPA

Controller
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Laney Dietrich

Senior Analyst
Marcela Budzik

Marcela Budzik

Senior Analyst
As a Senior Analyst, Marcela Budzik processes key financial data to determine client’s employee retention credit. In addition, she uses her engineering background to automate portions of EZ-ERC’s operations, including its calculation platform and output. Prior to EZ-ERC, Marcela worked as a structural engineer designing high-rise buildings in South Florida.  Her ten plus years of engineering experience make her a great problem solver...
Learn More
Close
Diana Caban

Diana Caban

Senior Analyst
As a Senior Analyst, Diana Caban supports the sales, intake, and analyst teams with organizing, reviewing, and inputting client data associated with ERC eligibility. She is instrumental in preparing and finalizing ERC calculations as well as maintaining a positive, professional experience for clients throughout their ERC journey. Diana has over fifteen years of combined experience in payroll management, human resources management, and...
Learn More
Close
Joe DePeder, CPA

Joe DePeder, CPA

Controller
Joseph DePeder is EZ-ERC’s Controller. He oversees all accounting and finance operations, including client collections, vendor payables, payroll, and financial statements. He plays a key role in the company's strategic financial decision-making. Prior to EZ-ERC, Joe worked in public accounting at Crowe LLP as an External Auditor for seven years before starting his own business as an accounting consultant. He majored in Accounting at the...
Learn More
Close
Laney Dietrich

Laney Dietrich

Senior Analyst
As a Senior Analyst, Laney Dietrich performs high-quality client analysis associated with ERC eligibility.  She promotes teamwork and provides leadership and technical understanding working closely with the Sales Department, Client Onboarding Managers, Specialists, and other Analyst team members. Before joining EZ-ERC, Laney served over ten years in senior leadership roles in multi-state non-profit and for-profit environments. Her talents...
Learn More
Close
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Nick Lewandowski

Director of Client Services
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Kendra Nesbitt

Client Onboarding Specialist
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Gabe Perez

Client Services Manager
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Recca Ravnborg

Client Onboarding Manager
Nick Lewandowski

Nick Lewandowski

Director of Client Services
Nick Lewandowski is the Director of Client Services at EZ-ERC. In this role Nick and his team are responsible for helping clients throughout the entire ERC process. From signing an engagement letter to informing clients of a check on the way, Nick and his team track all documentation in order to finalize a client’s package and answer questions along the way. Nick has a diverse background which includes working in accounting at the...
Learn More
Close
Kendra Nesbitt

Kendra Nesbitt

Client Onboarding Specialist
Kendra Nesbitt serves as a Client Onboarding Specialist for EZ-ERC. In this role, she expertly guides the firm’s clients through the onboarding and intake process associated with Employee Retention Credit (“ERC”) eligibility. Kendra is instrumental in creating a positive, professional experience for clients as they begin their ERC journey. Kendra has over 15 years of experience in management and supervisory roles in Consumer Finance,...
Learn More
Close
Gabe Perez

Gabe Perez

Client Services Manager
Close
Recca Ravnborg

Recca Ravnborg

Client Onboarding Manager
As Client Onboarding Manager, Recca Ravnborg and her team expertly guide clients through the intake and onboarding process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Recca was previously a Marketing Manager for a large Florida CPA firm where she managed the firm’s branding, marketing and client onboarding. She was a founding member of the firm’s...
Learn More
Close
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Sierra Rice

Client Onboarding Specialist
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Brian Soper

Account Executive
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Shawna Summerford

Client Onboarding Manager
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Ryan Woodward

Client Onboarding Specialist
Sierra Rice

Sierra Rice

Client Onboarding Specialist
As a Client Onboarding Specialist, Sierra Rice is the main point of contact for clients throughout their EZ-ERC experience. She collects the client data needed to determine eligibility and submit a claim and liaisons with our team of financial analysts to provide client updates. Prior to working at EZ-ERC, Sierra worked as a Manager at a credit union. She also worked in the banking industry and customer service. She has a Bachelor's degree...
Learn More
Close
Brian Soper

Brian Soper

Account Executive
As a Client Services Manager, Brian Soper engages directly with potential EZ-ERC clients on the path to ERC eligibility by assisting them throughout the entire onboarding and intake process.    Prior to joining EZ-ERC, Brian spent the last four and a half years working as an Account Executive for Xerox successfully managing a portfolio of 200 clients. Using a consultative approach, he was able to maximize his clients’ business...
Learn More
Close
Shawna Summerford

Shawna Summerford

Client Onboarding Manager
As a Client Onboarding Specialist, Shawna Summerford expertly guides clients through the onboarding and intake process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey. Shawna has over fifteen years of experience in management, supervisory, lead roles in Mortgage, Consumer Finance, Client Relations, Client Services, and Sales. She enjoys evaluating...
Learn More
Close
Ryan Woodward

Ryan Woodward

Client Onboarding Specialist
As a Client Onboarding Specialist, Ryan Woodward guides clients throughout the process of obtaining their ERC credit. He requests needed documents and answers questions. He is there to help with whatever comes up throughout the process and is responsible for sending clients their final package. Previously, Ryan was a Financial Management Analyst for the U.S. Navy processing purchase requests (small & large). In this role, he compared...
Learn More
Close
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Jesse Cox

Eastwood Advisory
Jesse Cox

Jesse Cox

Eastwood Advisory
Close
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Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
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Adam Fischer, Esq.

General Counsel
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Victoria Beck, Esq.

Compliance Counsel
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Kayla Allen

Implementation Specialist
Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages EZ-ERC’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19 pandemic....
Learn More
Close
Adam Fischer, Esq.

Adam Fischer, Esq.

General Counsel
As General Counsel for EZ-ERC, Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the effect...
Learn More
Close
Victoria Beck, Esq.

Victoria Beck, Esq.

Compliance Counsel
Victoria Beck, Esq. is Compliance Counsel at EZ-ERC. She brings a unique perspective to her work at EZ-ERC and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works closely with our...
Learn More
Close
Kayla Allen

Kayla Allen

Implementation Specialist
Kayla Allen is the Implementation Specialist at EZ-ERC. In addition to writing the FPSO Analysis for final reporting, she determines whether clients experienced a full or partial shutdown during the pandemic, in order to calculate their Employee Retention Credit potential. Kayla has over 20 years of experience in auditing, accounting and management and she currently owns two Pure Barre Studios in Los Angeles. Kayla received both her...
Learn More
Close
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Donovan Niles, CPA

Tax Controversy Manager, IRS
Donovan Niles, CPA

Donovan Niles, CPA

Tax Controversy Manager, IRS
As the Tax Controversy Manager, Donovan Niles is the first line of defense in all matters with the IRS and taxpayers. He provides solutions for refund claim issues so there is little delay in processing. Duties include standard profile changes, drafting of returns as well as more complex audit defenses/protests of audit assessments. His favorite part of his job is working with his EZ-ERC colleagues, meeting new clients and learning about their...
Learn More
Close
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Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
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Casey Finigan Dettman

Chief Marketing Officer
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Maxwell Burns, CPA

Managing Director
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JJ Budzik, JD

Managing Director
Kenneth Dettman, CPA

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads EZ-ERC with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in the...
Learn More
Close
Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
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Maxwell Burns, CPA

Maxwell Burns, CPA

Managing Director
Managing Director at EZ-ERC, Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. He leads EZ-ERC’s team of tax, payroll, and accounting professionals and supervises the entire ERC accounting process from start to finish. Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax, and consulting firm. In this role, he focused on...
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JJ Budzik, JD

JJ Budzik, JD

Managing Director
JJ Budzik is EZ-ERC’s Managing Director. He oversees tax credit projects for a wide spectrum of EZ-ERC clients ranging from small employers to complex aggregated groups. Previously, JJ spent 10 years as a Senior Director / Senior Advisor with Alvarez & Marsal Taxand, LLC in Miami, where he primarily advised U.S. multinationals and foreign companies with U.S. operations on assessing and improving their global tax profiles and...
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Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
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Brent Rager

Chief Technology Officer
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Adam Fischer, Esq.

General Counsel
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Victoria Beck, Esq.

Compliance Counsel
Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages EZ-ERC’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19 pandemic....
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Brent Rager

Brent Rager

Chief Technology Officer
Brent Rager is EZ-ERC’s Chief Technology Officer and lives in Fishers, IN. He is responsible for all things technology at the company including strategic planning for designing, improving, and optimizing company processes, full-stack software and infrastructure development, system administration and integration, data security, IT service support, and more. Brent was previously a software development manager at Genesys, a privately held...
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Adam Fischer, Esq.

Adam Fischer, Esq.

General Counsel
As General Counsel for EZ-ERC, Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the effect...
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Victoria Beck, Esq.

Victoria Beck, Esq.

Compliance Counsel
Victoria Beck, Esq. is Compliance Counsel at EZ-ERC. She brings a unique perspective to her work at EZ-ERC and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works closely with our...
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Casey Finigan Dettman

Chief Marketing Officer
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Stephanie Cornwell

Director of Business Development & Sales Enablement
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Suzanne Kovacs

Executive Marketing Assistant
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Mike Lazarus

Digital Marketing Manager
Casey Finigan Dettman

Casey Finigan Dettman

Chief Marketing Officer
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Stephanie Cornwell

Stephanie Cornwell

Director of Business Development & Sales Enablement
As EZ-ERC's Director of Business Development and Sales Enablement, Stephanie Cornwell is a key player and driver behind marketing initiatives encompassing public relations, events, webinars, and client facing resources. Stephanie started her career in sales but found her passion in sales enablement and business development. With experience in financial services and healthcare technology, she has deep knowledge in proposal writing, client...
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Suzanne Kovacs

Suzanne Kovacs

Executive Marketing Assistant
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Mike Lazarus

Mike Lazarus

Digital Marketing Manager
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Amy Morse

Director of Strategic Growth and Marketing
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Hannah Morse

Marketing Assistant

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Hannah Morse

Hannah Morse

Marketing Assistant
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Jared Albright

Operations Manager
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Heidi Francis

Client Package Specialist
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Jeffrey Mathurin

IRS Coordinator
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Marcela Romero

Operations Coordinator
Jared Albright

Jared Albright

Operations Manager
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Heidi Francis

Heidi Francis

Client Package Specialist
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Jeffrey Mathurin

Jeffrey Mathurin

IRS Coordinator
As EZ-ERC's IRS Coordinator, Jeffrey Mathurin works within the Post-Calc team troubleshooting 2848s. In this role, Jeffrey maintains constant communication with the IRS, acting as a trusted liaison for EZ-ERC's clients.   Prior to joining EZ-ERC, Jeffrey worked in the hospitality industry with the Hilton Hotel brand. While at the Waldorf Astoria Orlando, his hotel was a part of the NBA Bubble that took place in 2021 during the COVID-19...
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Marcela Romero

Marcela Romero

Operations Coordinator
As Operations Coordinator, Marcela Romero serves a vital role providing communication between the management team and other staff members to maintain productivity within the organization. With extensive experience supporting C-level executives and over 15 years of administration in public accounting, Marcela has advanced knowledge of tax returns and IRS filing processes. She is also an expert with onboarding new hires. A positive individual...
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Susan Snipes

HR People & Culture
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Courtney Uland

People Operations Manager
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Kristen Utterback

Operations Manager
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Kimberly Young

Senior IRS Tracking Specialist
Susan Snipes

Susan Snipes

HR People & Culture
Susan is a Human Resources Consultant for EZ-ERC. She provides guidance on HR compliance and on the overall direction of the HR function. She ensures that the right processes and tools are in place to facilitate the best employee experience and her team handles recruiting, onboarding and payroll. She curates and creates original training content and internal collateral such as employment policies. She works closely with Courtney Uland, the...
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Courtney Uland

Courtney Uland

People Operations Manager
As the People Ops Manager at EZ-ERC Courtney focuses on employee well-being, development, engagement, recognition and company culture and communication. Previously, Courtney was the HR Manager for Upland Brewing Company where she focused on recruiting, management planning, onboarding, and employee retention. She began her work in HR at Artisan Electronics, a DoD contractor where in addition to her HR work, she was also the primary contact for...
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Kristen Utterback

Kristen Utterback

Operations Manager
Kristen Utterback is the Operations Manager for EZ-ERC's Post-Calc team. In this role, she primarily oversees and reviews the client package and 941-X filing processes, refund tracking, and IRS troubleshooting. Kristen is a detail-oriented, goal-driven leader who consistently evaluates ways for operations to run more efficiently. Kristen has over 20 years of management experience across numerous different industries since graduating college...
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Kimberly Young

Kimberly Young

Senior IRS Tracking Specialist
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Jesse Brown

Sales Executive
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Chase Chadband

Sales Executive
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Amanda Copenhaver

Event Coordinator
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Derek Dettman

Sales Representative
Jesse Brown

Jesse Brown

Sales Executive
As a lead Sales Executive, Jesse Brown oversees the client-facing portion of EZ-ERC’s services. In this role, he ensures that clients are carefully qualified and receive the unique, white-glove service required by EZ-ERC’s high level of standards. Before joining EZ-ERC, Jesse served in Head Sales positions at Zillow Group and other notable technology companies, helping them build and scale high-functioning Sales & Customer Success...
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Chase Chadband

Chase Chadband

Sales Executive
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Amanda Copenhaver

Amanda Copenhaver

Event Coordinator
Amanda Copenhaver is an Event Coordinator for EZ-ERC. She has a Bachelor's degree from Florida State and Master’s from Liberty University. She was previously an Elementary School teacher. Amanda currently lives in North Carolina with her husband who is serving in the Air Force. They have two littles, a son and a daughter and two pups. When she is not working, she loves to go on adventures with her family or snuggle up and read a good book....
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Derek Dettman

Derek Dettman

Sales Representative
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Eugene Dinkelis

Account Executive
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Ty Evans

Senior Client Services Manager
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Marcello Giacalone

Sales Executive
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Sean McLaughlin

Account Executive
Ty Evans

Ty Evans

Senior Client Services Manager
As Senior Client Services Manager, Ty is responsible for the client-facing portion of EZ-ERC’s services, including: prospecting, outreach, qualifying, onboarding, project completion and delivery. He ensures that each client receives the unique, white-glove service required by EZ-ERC’s high level of standards. Previously, Ty worked in Medical device sales in Miami, FL. He has a BS from University of Tennessee at Chattanooga in Accounting and...
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Marcello Giacalone

Marcello Giacalone

Sales Executive
Marcello Giacalone is Senior Account Executive in sales at EZ-ERC focused on driving net-new sales and referral partners for the company. He brings more than six years of sales experience from some of the fastest growing tech startups in the world including Bill.com, where he was part of the IPO in 2019. As an early sales hire at SecurityPal, he helped them obtain investment capital from Craft Ventures within their first year of...
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Sean McLaughlin

Sean McLaughlin

Account Executive
Sean McLaughlin is an Account Executive responsible for bringing on new clients for EZ-ERC. Previously, he spent two years as an Executive Sales Representative at Pay.com where he introduced new clients to their HR and Payroll software. Sean attended Fordham University. He grew up in a really close family and has a brother named Dan. He is a dog dad to a French bulldog named Bane. When not working, he is playing golf or going out on his boat.
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Michelle Murphy

Sales Executive
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Josh Potler

Vice President of Sales
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Tara Rager

Sales Executive
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Robert Shiver

Sales Executive
Michelle Murphy

Michelle Murphy

Sales Executive
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Josh Potler

Josh Potler

Vice President of Sales
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Tara Rager

Tara Rager

Sales Executive
Tara Rager is a Sales Representative. Her role is to actively promote and sell EZ-ERC products and services to customers. Previously Tara worked in Insurance Management and Sales. She holds full licensing as an insurance agent, including industry designations: CIC, CRM, and CISR. Tara attended Florida Atlantic University and graduated with a BBA in Business Management. She serves as an Advisor on the board of Greene Goes Gold, a pediatric...
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Robert Shiver

Robert Shiver

Sales Executive
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Katie Pawlowski

Sales Executive
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Josh Teitelbaum

Director of Sales

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Josh Teitelbaum

Josh Teitelbaum

Director of Sales
Josh Teitelbaum is Director of Sales and Business Development. He sources new opportunities and educates and advises prospective clients on ERC eligibility. Josh has been involved with various companies in a sales/business development capacity, ranging from tech to financial services. He also has also made various entrepreneurial endeavors in real estate, fitness and music. Josh has a Bachelor of Arts in Jazz and Improvisational Studies...
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Brent Rager

Chief Technology Officer
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Ayanah Brennan

Junior Systems Administrator
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Brett Jungels

Director of Technology
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Jeffrey Weiss

Project Manager & Data Analyst
Brent Rager

Brent Rager

Chief Technology Officer
Brent Rager is EZ-ERC’s Chief Technology Officer and lives in Fishers, IN. He is responsible for all things technology at the company including strategic planning for designing, improving, and optimizing company processes, full-stack software and infrastructure development, system administration and integration, data security, IT service support, and more. Brent was previously a software development manager at Genesys, a privately held...
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Ayanah Brennan

Ayanah Brennan

Junior Systems Administrator
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Brett Jungels

Brett Jungels

Director of Technology
As EZ-ERC's Director of Technology, Brett Jungels is responsible for the company’s growing in-house software platform. In his role, he is both a leader through architecture, design, and infrastructure and an individual contributor with full-stack software engineer and DevOps expertise. Brett also provides technology leadership across system integrations, data security, and more. Brett has worked for more than 15 years in the software industry...
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Jeffrey Weiss

Jeffrey Weiss

Project Manager & Data Analyst
Jeffrey Weiss is a Project Manager in Data Analytics at EZ-ERC. He assists with planning and supporting company initiatives through collaboration across departments and utilization of relevant data to guide business and operational decisions. Previously, Jeff was a Leasing Analyst at JD Sports, a Manager, in Loss Prevention & Operations at Lowe’s, a Business Consultant, Advanced Trading Broker at Charles Schwab and Controller at Nice &...
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