“So you’re a CPA…. can you do my taxes?”

It is a question I have fielded 100 times over 6 years as a CPA. The person who asked the 101st time pushed me over the edge and into action.

My name is Derek Lamle. I’m a 28 year old CPA who loves technology, personal finance, building sweet spreadsheets, and helping friends with tax questions.

I also recently left my job in public accounting. That decision freed up a lot of time from January through April. Starting this venture was based on a hunch that millennials and Gen Z’ers are tired of taking their physical tax documents to the same CPA that their parents have been working with for 20 years. I believe that young people want to work with a CPA who uses modern technology to make the tax return process as easy as possible; and all from the comfort of their couch.

What to expect from me:

  • Curiousity

    To ask how life is going; and particularly how your financial life is going. Everyone deserves clarity of their financial picture. When its there, life is exciting, and I want to help you see your financial picture through a clear lens

  • Transparency

    I am an auditor by trade. If you have a complex tax matter that requires specific expertise, I will let you know, and provide personalized referrals to several other CPA’s

  • Timeliness

    In true accountant fashion, I operate on a first in, first out methodology. Once all your tax documents have been provided, your returns will be filed within one week, or the service is free.