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About Instead

Instead is where tax work gets done. Our AI agent orchestrates the entirety of how work gets done in tax, from preparation and compliance to filing and advisory. It's a fundamentally new way of doing tax work, and it's why top 500 firms, Big Four teams, and enterprise corporate tax departments are choosing Instead. What makes us unique: we hold full government approvals with the IRS, 48 states, and all cities to e-file 1040, 1041, 1120, 1120S, and 1065, with 706, 709, 990, 5500, 2290, and PPT coming for tax year 2026.

Leadership at Instead

The team at the top of the org chart.

AAPhoto of Andrew Argue

Andrew Argue

Founder and CEO

54 reports

LC

Lindsay Slipacoff Cournoyer

Fractional CMO

4 reports

MHPhoto of Marshall Happ

Marshall Happ

SVP BI & Applied AI

2 reports

JWPhoto of Jaitee Wazalwar

Jaitee Wazalwar

Global Head of Operations

4 reports

BSPhoto of Brianna Sharp

Brianna Sharp

Vice President of Accounting

SSPhoto of Scott Sibik

Scott Sibik

Director of Tax Content & Calculations

14 reports

RM

Randy M.

Head of Design

1 report

SN

Steve Novak

VP Accountant Partnerships

CSPhoto of Chad Sinclair

Chad Sinclair

Director of Customer Service

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