Shahar is a tax and accounting expert with over 20 years of experience in the field. He is an entrepreneur and known as the “Tax Guru” on the west coast.

Shahar moved to Seattle from Israel and  Founded, scaled, and sold a leading tax and accounting firm in the Seattle Metro. Along the years, he served thousands of business owners and perfected the S-Corp management process. Shahar has MBA from Seattle University and owns several S-Corps himself. In his free time he enjoys sports event and spending time with his wife and 3 kids.

Shahar’s super powers: Personal charisma and a loud voice!

Uri is a growth marketer, with over 12 years of experience in the start-up industry. He ran marketing and demand generation at several Seattle startups as well as at Amazon Alexa.

Before founding Formations, he ran marketing at Mindspace, an Israeli global co-working company, where he got to know and learn about the self-employed market closely. Uri graduated with honors from the University of Washington and holds an MBA in Marketing. Uri and his wife have four children, and he is a huge Seahawks fan!

Uri’s super-power: Separating the important from the trivial

Jessica brings extensive experience in customer success, program and team management as well as deep love for customers and helping them achieve their goals.

Jessica was born and raised in Seattle. She then spent 12 years in Colorado, including her undergraduate work at the University of Denver, and several years bouncing between Vail, Denver and Aspen. She started her career in working in nonprofits and then made the transition to start-ups and technology. When she isn’t delighting customers, she is spending husband and young son. She enjoys the outdoors, cooking, finding new restaurants and like a true Seattlite – Costco and Nordstrom.

Jessica’s Super Power: Helping customers achieve their goals

Shiri has been in the HR arena since 2002, and most of her career has been within the High-Tech industry. People are her passion, and her goal is always to provide her colleagues with excellent HR service, to be a strategic partner, and to act as a strong employee advocate. 

In her HR jobs, she brings a sense of team and culture to engage employees. She has sincere passion and love to make sure that people are treated right and in the right place to maximize their skills and reach their objectives. Shiri always looks at raising the bar and taking people, processes, and the company to the next level.

When she is not in the office, she enjoys the little things in life: spending time with her lovely family, going horseback riding, skiing, wall climbing, hiking, eating well, and keep smiling.

Shiri’s Super-Power:  Reading people and strong empathy 

Adi brings over 20 years of experience in marketing, project management, business operation, and relationship development.

She moved to the USA from Israel, lived in Boston, and finally settled in the Seattle area. Adi has MBA in business management and marketing, and BA in persuasive communication, trends, and technologies in media. When she’s not working, Adi enjoys hiking with her husband and daughters

Adi’s super-power: Multitasking

Taylor is a seasoned sales leader with a proven track record in building scalable sales strategies and driving consistent revenue growth. With over a decade of experience, she’s led high-performing teams and developed sales motions that deliver results. At Formations, Taylor leads the sales organization, focusing on strategy, efficiency, and empowering her team to exceed goals.

Outside of work, you’ll find her on the soccer field, camping under the stars, or spending quality time with friends and family.

Superpower: The power of observation

Marcus Edgette is the head of professional services (tax and accounting) at Formations. He holds the Enrolled Agent designation and has over 10 years of experience preparing personal and business tax returns with a focus on tax advisory and consulting.

Marcus prides himself on breaking down tax strategies and concepts so anyone can understand and enjoys using this knowledge to push the tax and accounting industry further by utilizing new technologies to ensure the best tax experience for all.

Super Power: Making complicated things simple

With a background in luxury retail management, Melissa brings a strong foundation in customer experience, team leadership, and high-touch service. Currently, she leads our Customer Success team with a passion for building meaningful relationships, solving problems collaboratively, and ensuring our clients feel supported at every stage.

After moving to Washington from Colorado a decade ago, she's fully embraced the Pacific Northwest lifestyle. She loves spending time outdoors with her two boys and dog—whether it’s kayaking, paddleboarding, or simply enjoying nature together.

Melissa's Superpower: Building trust and clarity—so customers feel confident, supported, and set up for success.

Hongyi is a software developer with over 7 years of experience building scalable, production-level web and mobile applications.

Driven by a love for solving complex technical challenges, Hongyi is passionate about writing clean, maintainable code and continuously improving systems to meet evolving business needs.

Super Power: Turning complex code into simple, reusable building blocks.

Tahlia built her career in marketing, developing expertise in audience engagement and strategic growth—particularly within the real estate industry. Over time, she became increasingly drawn to sales and revenue strategy, expanding her focus to business development.

Now, as Head of Partnerships at Formations, she blends both disciplines to drive high-impact collaborations and is passionate about making financial literacy and wealth-building accessible to the self-employed.

When she’s not working, she enjoys spending time with family and traveling.

Tahlia’s superpower: Seeing opportunities where others see obstacles.