Phil Waltert - President, CEO & Co-Founder - EZTX

EZTX is a cloud-based platform, the first DIY Tax Repayment software solution and a business that was formed to simplify the process of Tax Resolution with the IRS (Internal Revenue Service) for many types of tax delinquencies. It was designed for individuals to get the most cost-effective and speedy resolution, at a modest fraction of the cost of existing services.

We - our executive team - engaged Dr. Levy and his company to work with us between November 2018 to September 2019.  During our engagement tenure together, we have greatly benefited from his strategic guidance, assessing and evaluating our company, developing a financial model and assisting us in researching and interviewing several software developments firms; in the end Dr. Levy negotiated with our final choice of software development firm to help us take our solution to the next level and to market. 

With Dr. Levy’s experience, dedication, commitment, and energy, we were able to move forward. Dr. Levy was always available and even now, he is still following up with us and keeping interested in our progress.

We have learned by working with Aaron that his strongest skills set are understanding our vision and helping implement it successfully, step by step. His negotiating skills helped us find the best strategic partner for current product development and product market introduction.

He is pleasant to work with. His experience, analytical and critical thinking skills, his rapid assessment of a problematic situation and solutions to such problems made him an invaluable asset in the implementation of our software project.

We highly recommend Dr. Levy for his “out of the box” strategic thinking abilities and his unique perspective showing where important issues were overlooked or missed altogether. He also has the experience and vision to help grow a business beyond initial goals and projections, using and teaching his proprietary “Financial Modeling” concept.

October 15, 2020