TaxStatus Announces Appointment of Eric Clarke and Ric Edelman to Board of Directors

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FRISCO, Texas--(BUSINESS WIRE)--Aug 20, 2025--

TaxStatus, a leader in tax data intelligence solutions, today announced the appointment of Eric Clarke and Ric Edelman to its Board of Directors.

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Eric Clarke, founder and former CEO of Orion Advisor Solutions has joined the TaxStatus Board of Directors.

Clarke is the founder and former CEO of Orion Advisor Solutions, a trailblazer in financial technology and investment solutions who helped transform how financial advisors scale and deliver personalized advice. Edelman, founder of Edelman Financial Engines, brings decades of experience in democratizing financial planning for the masses and is a highly respected figure in the financial services industry.

“It’s a pivotal time for TaxStatus as we launch new lead generation solutions for advisors that will completely revamp how they do business,” says Kevin Knull, CEO of TaxStatus. “Eric and Ric are two of the brightest minds and thought leaders in the industry. We are very fortunate to add them to our team, and I am confident they will be immensely helpful as we head into our next chapter of growth and innovation.”

“Taxes play a vital role in financial planning, yet it is a major source of annoyance for clients and advisors alike,” Edelman said. “I’m excited about the technology TaxStatus is delivering that will improve outcomes for clients while creating a new way for advisors and their firms to be of value to them.”

In addition to Clarke and Edelman’s appointments, TaxStatus is also welcoming Randy Bullard to its Advisory Board. Bullard recently served as Global Head of Wealth at State Street and is a seasoned executive with deep fintech and enterprise experience.

TaxStatus launched an enterprise lead generation solution in August that enables firms to deploy a custom, turnkey solution that leverages their existing marketing efforts. The TaxStatus LeadGen™ solution relies upon TaxStatus’s core technology and provides firms a consent-based solution that delivers fully authenticated data to ensure advisors are equipped with the information necessary to make more informed recommendations.

About TaxStatus

TaxStatus is a fintech innovator revolutionizing financial services through frictionless access to IRS data and continuous IRS account monitoring. Designed for financial professionals and their clients, TaxStatus enables consent-based access to individual, business, and trust tax records, eliminating traditional barriers to tax and financial planning. The product solves three important problems for financial advisors: eliminating the friction in obtaining tax data, providing continuous IRS account monitoring, and providing insights and data necessary to provide improved tax and financial planning recommendations. The result is a complete and accurate financial picture for any taxpayer, which ultimately helps advisors deliver better financial plans, better advice, and better client outcomes. Discover how TaxStatus is transforming financial advice at www.TaxStatus.com.

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CONTACT: Magnitude, Inc. for TaxStatus

Natalie Boyajan

[email protected]

KEYWORD: UNITED STATES NORTH AMERICA TEXAS

INDUSTRY KEYWORD: CONSULTING DATA MANAGEMENT ACCOUNTING TECHNOLOGY PROFESSIONAL SERVICES WHITE HOUSE/FEDERAL GOVERNMENT APPS/APPLICATIONS ARTIFICIAL INTELLIGENCE PUBLIC POLICY/GOVERNMENT FINTECH FINANCE

SOURCE: TaxStatus

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PUB: 08/20/2025 08:00 AM/DISC: 08/20/2025 08:02 AM

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