Catherine Dalton
Catherine brings over 25 years of experience in the independent insurance agency space. As the previous marketing director for one of the largest independent insurance agencies in the Inland Empire, she has seen the challenges that both insurance agents and tax professionals face to stay relevant as technologies and large marketing budgets backed by lizards and catchy jingles threaten their business and ability to grow. She now advocates for the tax professional in her role as the Director of Sales and Marketing at Taxware Systems. . Catherine is passionate about supporting and inspiring business owners in the tax industry. There is hope! She provides positive and achievable steps to help tax professionals stand out from the competition.