Brian Schmidt

Brian has served as CEO of the company’s tax division, Santa Barbara Tax Products Group (or “TPG”) since April 2016. In this role, he oversees the U.S. market leader in tax financial products, processing one out of every nine tax returns filed nationally via more than 27,000 independent tax professionals and various online tax providers.

Brian has been in the tax business for over 27 years – in a variety of roles at TPG and previously with H&R Block. He also spent several years working in alternative lending, with a focus on product development and regulatory issues. In these roles, Brian was responsible for various departments including legal, HR, government relations, risk and compliance.

Brian holds a B.S. in Business Administration with a major in finance and a Juris Doctorate degree, both from the University of Missouri.