Rich Marlatt Email and Phone Number
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Rich Marlatt personal email
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As CIO and co-founder of BLISS 1041, I lead the technological improvements to streamline tax preparation for special needs trusts. Leveraging automation enhances efficiency, timeliness and accuracy - critical factors considering complex regulations and high beneficiary volumes.My passion is leveraging automation and process improvements to enhance accuracy, timeliness and transparency. Understanding the intricacies of trust management, my goal is to alleviate frustrations so trustees can enrich more lives.I genuinely enjoy learning about our trustees' roles and finding ways to make their jobs easier. My goal is simple - remove frustrations so they can focus on enriching more lives.We founded BLISS 1041 to alleviate the major pain points experienced by trustees during tax season. Our focus is on transforming the cumbersome preparation of trust returns and improving the timeliness of sending K-1s and Grantor Letters to beneficiaries. Our specialized system allows trustees to send out beneficiary tax forms earlier, giving them peace of mind knowing they helped beneficiaries avoid delays.With over 15 years optimizing technologies, I aim to reduce the stresses felt during tax season. I'm deeply committed to having a positive impact on the special needs community.
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Chief Information OfficerBliss 1041 Jan 2018 - PresentAt Bliss 1041, we're working to transform the Special Needs Trust tax industry. Through technology, we're not only simplifying tax preparation but also empowering trustees to better serve the special needs community. Our vision is a future where trustees can focus wholly on enhancing the lives of their beneficiaries.• Co-founded BLISS 1041 to transform tax preparation for special needs trusts. • Developed a system to streamline the cumbersome preparation of federal and state returns, reducing hours of manual work for trustees.• Simplified the entire tax process for SNT/PSNTs through technology.• Partner closely with trustees to optimize trust management and enrich lives. • Oversee end-to-end operations, technology, and strategic growth initiatives.
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Chief Information OfficerAtlas Dental Group Jun 2015 - Jan 2023Technology has become a major part of our dental practices. When set up and maintained properly technology can improve both the patient experience and the ability to provide quality care. -
Company OwnerMarlatt Technology Services Jan 2009 - Oct 2015Olympia, UsWorked with businesses to help them leverage technology to improve customer experience.
Rich Marlatt Skills
Rich Marlatt Education Details
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Brigham Young University - Idaho
Frequently Asked Questions about Rich Marlatt
What company does Rich Marlatt work for?
Rich Marlatt works for Bliss 1041
What is Rich Marlatt's role at the current company?
Rich Marlatt's current role is AI & Automation | BLISS 1041 | Improving Tax Processing for Special Needs Trusts.
What is Rich Marlatt's email address?
Rich Marlatt's email address is ri****@****tts.com
What is Rich Marlatt's direct phone number?
Rich Marlatt's direct phone number is +133743*****
What schools did Rich Marlatt attend?
Rich Marlatt attended Brigham Young University - Idaho.
What skills is Rich Marlatt known for?
Rich Marlatt has skills like It Management, Network Security, Information Technology, Cloud Computing, Troubleshooting, Servers, Managed Services, Disaster Recovery, Virtualization, Business Development, Security, Hardware.
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