TaxTrim LLC helps homeowners determine if they are over-assessed by using comprehensive statistical analyses
that compare their home to all similar homes near them, including recent sales. If they are over-assessed, we
help them prove it to their local officials. Our customers routinely save thousands of dollars on
their property taxes.
Mr. Rubin, Founder and President of TaxTrim LLC, grew up in
the Hudson Valley, and graduated from the Massachusetts Institute of
Technology in 1987. He spent several years running a small company
that sold a product he developed for the voice response market. After
that, he spent many years as a database consultant to a variety of Wall
Street firms, including Goldman Sachs, Salomon Brothers, Bank of
America, Intel, and IBM. He recently worked for six years as the Senior
Database Architect at White Mountains Re, a $7 billion global
reinsurance company. Most of his career has focused on developing
high-performance database applications. He currently lives in Dutchess
County with his wife and two children.
Mr. Rich brings 16 years of real estate experience with a special focus on valuation,
appraisals, and property tax grievance. As a licensed appraiser, he founded an appraisal
firm in the lower Hudson Valley which has helped hundreds of homeowners and businesses.
He has also worked with valuation companies focused exclusively on assessment reduction.
He has had extensive dealings with numerous town assessors, grievance boards, and
SCAR hearings (Small Claims Assessment Review). In one town alone, he helped property
owners receive over $2 million in assessment reductions. He uses his extensive knowledge
of property valuation to help us create the best possible tools for homeowners to evaluate
their assessments and prove that they are over-assessed.
Ms. Okishoff has worked for 20 years in a combination of sales, marketing, and intensive
customer support. She has trained and managed teams of salespeople, handling both
in-person sales and telephone sales. She also works in fundraising, where her most
recognizable client is the New York Philharmonic, for whom she recently raised close
to $1 million in a month-long campaign. She also works with local theater companies
in New York City, where she has honed her skills dealing with difficult New Yorkers.
Ms Okishoff is our primary customer support and salesperson. She takes pride in
de-mystifying the tax grievance process and making sure each customer is treated
with care and respect. She is also a regular volunteer at Oxfam International.
Mrs. Rubin has been a key part of our business from Day One. She has helped plan and
develop all of our products, and has developed a deep understanding of the grievance
process and what makes a good case for a reduction. Her background includes detailed
analytical work as a technical translator, operational roles in the hotel and travel
business, and language tutoring at the college level. She
recently ran for a seat on the New York State Assembly. She has done extensive work
preparing tax grievance cases for our past customers, and is now helping us to include
her knowledge of how to optimize these cases into the algorithms for our TaxTrim Toolkit.
Michael Mondello has been a Real Estate Practitioner in Dutchess, Columbia, and
Ulster Counties in New York for 10 years. Prior to that he was a Business Manager
for a major advertising firm based in New York City. Michael is a Certified Real Estate
Appraiser and the owner of Cornerstone Real Property Services, an appraisal firm based
in Red Hook, NY. In addition, Michael is an Associate Broker with Prudential Serls Prime
Properties, associated with their Rhinebeck Office. Michael uses his comprehensive knowledge of
real estate appraisals, as well as real estate marketing and purchasing, to guide the
development of our products and services.
Armed with degrees in Engineering & Finance (University of Pennsylvania/Wharton) & an MBA
(Stanford University), Wazi has worked in New York Real Estate for over a decade, first at
Massey Knakal where he became Managing Partner – and then at his own 9 person boutique,
Commercial Realty Nation. He is one of only a few Real Estate Expert Witnesses recognized by
the NY State Supreme Court and is a past Board Member for the Long Island Real Estate Group (LIREG).
In his spare time he is a Lecturer and Director of Mercy College Entrepreneurship Center, loves
listening to his kids’ laughter and propagating Peace, Passion, Happiness and Health.