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Providing Life-Changing Financial-Wellness Technology Solutions To Underbanked Communities with Dr. Simon Karmarkar, Founder & CEO of RefundWiz

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Manage episode 362392720 series 2815889
Content provided by Gifted Sounds Network, Bunker Labs, and IRON Mike Steadman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gifted Sounds Network, Bunker Labs, and IRON Mike Steadman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week on the Transition, I’m joined by Army Veteran and Veterans In Residence Alumni, Simon Karmarkar, Founder & CEO of Refund Wiz, a smartphone mobile e-filing tax return app. His company also offers MasRefund, an app designed specifically for the Spanish-speaking community. As a trained and certified Tax Specialist, Simon noticed a glaring gap in the number of tax specialists who could serve the non-English-speaking Latino community, many of whom wanted to pay taxes, but were nervous about the second and third-order effects of reporting their income. After doing some research, he realized that there are fewer than 10,000 trained and regulated Spanish-speaking tax preparers supporting 63 million Hispanic and Latino people in the United States. To solve this issue, Simon launched Refund Wiz and branded it under MasRefund to reach the Latino community. On the Transition, he opens up about his struggles Transitioning out of the Military in the late 90s, including a short stent as a homeless veteran, catching the entrepreneurial a few years ago, and how he’s managed to take RefundWiz to market, after participating in countless incubator and accelerator programs similar to me.

Be sure to subscribe to the Transition Newsletter on Substack here: https://bit.ly/37Bb8Ne

Order my book, “Black Veteran Entrepreneur” here: https://amzn.to/3gme7kg

Purchase Chris’s book here: https://amzn.to/3nx2NVW

Learning more about RefundWiz here: https://refundwiz.com/

  continue reading

146 episodes

Artwork
iconShare
 
Manage episode 362392720 series 2815889
Content provided by Gifted Sounds Network, Bunker Labs, and IRON Mike Steadman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gifted Sounds Network, Bunker Labs, and IRON Mike Steadman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week on the Transition, I’m joined by Army Veteran and Veterans In Residence Alumni, Simon Karmarkar, Founder & CEO of Refund Wiz, a smartphone mobile e-filing tax return app. His company also offers MasRefund, an app designed specifically for the Spanish-speaking community. As a trained and certified Tax Specialist, Simon noticed a glaring gap in the number of tax specialists who could serve the non-English-speaking Latino community, many of whom wanted to pay taxes, but were nervous about the second and third-order effects of reporting their income. After doing some research, he realized that there are fewer than 10,000 trained and regulated Spanish-speaking tax preparers supporting 63 million Hispanic and Latino people in the United States. To solve this issue, Simon launched Refund Wiz and branded it under MasRefund to reach the Latino community. On the Transition, he opens up about his struggles Transitioning out of the Military in the late 90s, including a short stent as a homeless veteran, catching the entrepreneurial a few years ago, and how he’s managed to take RefundWiz to market, after participating in countless incubator and accelerator programs similar to me.

Be sure to subscribe to the Transition Newsletter on Substack here: https://bit.ly/37Bb8Ne

Order my book, “Black Veteran Entrepreneur” here: https://amzn.to/3gme7kg

Purchase Chris’s book here: https://amzn.to/3nx2NVW

Learning more about RefundWiz here: https://refundwiz.com/

  continue reading

146 episodes

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