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With over 45 years of combined experience, CourtesyTax is comprised of leaders who know the tax industry. Our team has extensive and varied experience in the tax and financial services industries. From developing tax software to preparing taxes to training the IRS - our experience sets us apart from the competition. When it comes to offering tax prep to your customers, you can rely on the CourtesyTax team to make the process simple and low-risk.

Bill Anderson – Advisor & Lead Investor

More than 30 years of experience in various aspects of income tax preparation. While at KPMG early in his career, he prepared tax returns and later served as the partner-in–charge of a satellite office tax practice. In 1991, he joined H&R Block and served as Chief Financial Officer and head of corporate development. In these roles, he was deeply involved in running the world’s largest tax preparation firm. While at HRB he managed the acquisition of its TaxCut personal tax preparation software and was responsible for that products development.

CEO at from its inception to its initial public offering. Subsequently, he managed two venture financed tax technology firms:, the first free online tax preparation service for individuals, and NationsTax, a service that allowed businesses to file sales tax returns online.

Most recently, Bill was CEO of Universal Tax Systems, Inc. from its acquisition by a private equity firm to its sale to Wolters Klewer. UTS had more than 30,000 tax preparation customers who used its software to prepare income tax returns and originate tax loan products. UTS was the exclusive provider of tax preparation software to the IRS for its VITA tax preparation program and for use in its walk in assistance program.

Will Anderson – President
Currently serves as President of Courtesy Finance, LLC, the parent company of CourtesyTax. In addition to its tax operations, Courtesy Finance operates 9 consumer finance stores located in 3 states. Prior to joining Courtesy Finance, he worked in the Dallas office of Bain & Company. Will has a bachelor’s degree with a major in finance and a minor in computer science from Southern Methodist University and an MBA from Harvard Business School.

Tony Cooper – Vice President, Tax Operations
Tony is an established leader in the Tax Service Bureau industry with over 8 years of service bureau management experience, technical expertise, and training experience. Tony spent several years with CCH Small Firm Services, a leader in the Tax and Accounting industry, Tony managed CCH’s high value service bureau clients, trained IRS and Military employees, and worked closely with clients in building and growing their tax preparation business. Recently, Tony has joined the CourtesyTax executive team to assist in building CourtesyTax.

Jodi Ramsey – Director of Marketing
Currently serves as Director of Marketing of CourtesyTax, LLC and Courtesy Finance, LLC.  Jodi has over seven years of marketing experience in the tax and financial services industries.  She spent four years with Universal Tax Systems (now CCH Small Firm Services).  During that time, she developed their customer marketing support program and managed the delivery of co-branded marketing materials to their high-value service bureau clients.  Jodi has a bachelor's degree with a major in marketing and a minor in Spanish from Berry College.  She currently serves as Co-Vice Chair of the American Finance Services Association Marketing Committee.

For more information, contact CourtesyTax.

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