Casey Epton, CPA, serves as a Senior Tax Advisor to Deduction, where he helped design Taylor, CPAI from day one. Casey has shaped tax strategy, firm operations and the firm’s use of AI-enabled tools to enhance accuracy and client experience. He brings deep tax consulting experience across individual, partnership, and closely held business taxation, with a background spanning federal and state compliance and planning. 

In addition to his advisory work, Casey has held senior finance and accounting leadership roles, providing a practical perspective on complex tax situations and real-world decision-making. He is a licensed CPA and studied at the University of Illinois at Urbana-Champaign.