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About Us


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.

Charlie
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.

Jonathan
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.

Barbara
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.

Anne
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
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.

Wazihullah
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.