About Us
What we do
From Chapter 61, Chapter 3, FATCA, CRS and the OECD’s AEoI, our automated tax compliance solutions will help you achieve timely and accurate regulatory compliance. This includes the collection and validation of IRS Forms W-8, W-9 and Self-Certifications, withholding rate calculations and different types of information and management reporting. In addition to mitigating the risk non-compliance, we can help ease the burden around the complex requirements imposed by the IRS and other global authorities. With our market leading tax compliance software, we have enabled a diverse set of clients across Europe and North America to respond quickly to global and jurisdictional tax regulations.
Find out more about us below!
From Chapter 61, Chapter 3, FATCA, CRS and the OECD’s AEoI, our automated tax compliance solutions will help you achieve timely and accurate regulatory compliance. This includes the collection and validation of IRS Forms W-8, W-9 and Self-Certifications, withholding rate calculations and different types of information and management reporting.
In addition to mitigating the risk non-compliance, we can help ease the burden around the complex requirements imposed by the IRS and other global authorities. With our market leading tax compliance software, we have enabled a diverse set of clients across Europe and North America to respond quickly to global and jurisdictional tax regulations.
Find out more about us below!
Our History
Meet the Team
David has over 30 years’ experience working within the IT and financial sector. As the IT Director & Partner of a large U.K. based Qualified Intermediary he first experienced the intricacies of Chapter 3 regulations in 2003 and in 2005 went on to design a W-8 and W-9 online documentation solution for U.S. Withholding. He joined Deloitte in 2006 taking his IP with him for this newly created product, he left three years later and started his own company, Comply Exchange. David continues to drive Comply Exchange forward having designed much of the functionality the company provides today. With the increased team size and a growing business, David now focuses on the company’s expansion and overall strategy, but still likes to maintain a hands-on approach.
Jessica has over 9 years of experience in U.S. federal withholding and information reporting requirements. Prior to Comply, she worked in both the Global Information Reporting Practice and R&D Tax Credit Practice at PricewaterhouseCoopers (PwC), focusing on assisting clients with their information reporting and withholding requirements under both Chapters 3 and 4 of the Internal Revenue Code. She is well versed in meeting client demands and both building and maintaining client relationships. Jessica is a graduate of the University of South Carolina (BS in Accounting) and College of Charleston (MS in Accounting).
Colin is an information reporting and withholding tax specialist with 17 years of public accounting experience. He focuses on U.S. reporting and withholding (i.e. Forms 1099 and backup withholding), Non-Resident Alien reporting and withholding (i.e., Forms 1042-S and NRA withholding), the Foreign Account Tax Compliance Act (“FATCA”) and the Common Reporting Standards (“CRS”). Colin’s experience has allowed him to work with numerous clients across all industries in advisory and compliance roles. He focuses on efficient and cost-effective solutions by developing flexible operational practices that adhere to the ever-changing tax technical information reporting rules. Colin received a BS in History from James Madison University, a JD from Quinnipiac School of Law, and an LL.M. in Taxation from Boston University.
Lauren has over 13 years of experience in U.S. Information Reporting and Withholding. Prior to joining Comply, she worked in the Global Information Reporting and Withholding Practice at Deloitte, advising a variety of clients, including major financial institutions and multinational corporations, on Chapter 3, Chapter 61, FATCA, and CRS regulations. She also focused on documentation review and remediation, procedure enhancements, and reporting, including FATCA, CRS, 1099, 1042, and FBAR. Lauren is a graduate of Sacred Heart University in Fairfield, CT (BS in Accounting).
Oliver joined the team in early 2018. Holding a BSC (Hons) in Computing and equipped with over a decade of experience in technology-based jobs, Oliver started his journey at Comply by rigorously testing and learning the whole suite of applications Comply has to offer. This role helped him build up an excellent understanding of the product and subject matter, and led him to contribute across multiple departments within the company, including training, writing new developments, both on and off-site client implementation and configuration, and also helping to recruit to further develop and solidify the excellent UK team we have today.
Antony is based in the U.K. office and is responsible for troubleshooting and testing the Comply Exchange system, as well as managing all web content. To ensure that the clients are always happy and getting the best out of their packages, he must monitor the systems ensuring that they are running smoothly and correctly. Previously, Antony worked as a customer advisor for Lloyds Banking Group. excellent UK team we have today.
James has been a valuable asset to our company since he joined us in November 2022, helping us offer even more capabilities to our current and future clients. As a software developer with extensive experience in a variety of coding languages, he has acquired a wealth of knowledge.
Venkata joined our team in November 2022 after working as an app developer at Supper in London. As Venkata joins our team, our mobile solutions will be expanded, making our product even more accessible. He’s been developing Flutter applications using scripting languages such as Dart and Core Java for a couple of years. We aim to provide our clients with the very best possible experience as he takes our mForms and Comply Wallet solutions to new heights.
Evelyn graduated from The University of West London with a BA in Film Production. She has previously worked as a freelance video editor for a variety of social media companies and has also had a piece of her work premiered at the Prince Charles Theatre in Leicester Square in London! At Comply Exchange, she heads up the video production team working on promotional videos, creating engaging tax-related content for Comply Pro. She also works alongside Tye to plan and implement digital marketing strategies across our product suite.
Tye graduated from Anglia Ruskin University, Cambridge School of Art, where he studied film and television production specialising in video editing. With four years of filmmaking experience, he has worked on countless freelance projects, for small businesses & charity organizationsLocated in the U.K. offices, he works closely with Evelyn Wright on the training and development videos for Comply Pro. He also plays a key role with promotional videos and content for the Comply Exchange marketing channels. Whilst at Comply, he gained valuable experience and completed a QA course in Digital Marketing.
David Marley - CEO & Managing Director
David has over 30 years’ experience working within the IT and financial sector. As the IT Director & Partner of a large U.K. based Qualified Intermediary he first experienced the intricacies of Chapter 3 regulations in 2003 and in 2005 went on to design a W-8 and W-9 online documentation solution for U.S. Withholding. He joined Deloitte in 2006 taking his IP with him for this newly created product, he left three years later and started his own company, Comply Exchange. David continues to drive Comply Exchange forward having designed much of the functionality the company provides today. With the increased team size and a growing business, David now focuses on the company’s expansion and overall strategy, but still likes to maintain a hands-on approach.
Jessica metts - director of client services & chief customer officer
Jessica has over 9 years of experience in U.S. federal withholding and information reporting requirements. Prior to Comply, she worked in both the Global Information Reporting Practice and R&D Tax Credit Practice at PricewaterhouseCoopers (PwC), focusing on assisting clients with their information reporting and withholding requirements under both Chapters 3 and 4 of the Internal Revenue Code. She is well versed in meeting client demands and both building and maintaining client relationships. Jessica is a graduate of the University of South Carolina (BS in Accounting) and College of Charleston (MS in Accounting).
Colin Brien - Chief growth officer
Colin is an information reporting and withholding tax specialist with 17 years of public accounting experience. He focuses on U.S. reporting and withholding (i.e. Forms 1099 and backup withholding), Non-Resident Alien reporting and withholding (i.e., Forms 1042-S and NRA withholding), the Foreign Account Tax Compliance Act ("FATCA") and the Common Reporting Standards ("CRS"). Colin's experience has allowed him to work with numerous clients across all industries in advisory and compliance roles. He focuses on efficient and cost-effective solutions by developing flexible operational practices that adhere to the ever-changing tax technical information reporting rules. Colin received a BS in History from James Madison University, a JD from Quinnipiac School of Law, and an LL.M. in Taxation from Boston University.
Lauren pierce - Head of Tax Operations
Lauren has over 13 years of experience in U.S. Information Reporting and Withholding. Prior to joining Comply, she worked in the Global Information Reporting and Withholding Practice at Deloitte, advising a variety of clients, including major financial institutions and multinational corporations, on Chapter 3, Chapter 61, FATCA, and CRS regulations. She also focused on documentation review and remediation, procedure enhancements, and reporting, including FATCA, CRS, 1099, 1042, and FBAR. Lauren is a graduate of Sacred Heart University in Fairfield, CT (BS in Accounting).
Oliver Allen-Wielebnowski
Venkata Dirisala
Antony Herbert
Evelyn Wright
James Brudenell
Tye Burroughs
Contact Us
If you have any questions or are interested in hearing how we can help your business, reach out today! A member of the team will be happy to speak with you or arrange a demo for a time that’s convenient.
Contact Us
If you have any questions or are interested in hearing how we can help your business, reach out today! A member of the team will be happy to speak with you or arrange a demo for a time that’s convenient.
About Us
Comply Exchange was built to give businesses and individuals alike the support that they need to comply with the complex and ever-evolving regulatory tax burdens imposed by the IRS and other global authorities with respect to information reporting and withholding.
Reach out to our experts today to schedule a demo and see how our software and services can help you streamline and automate your tax compliance needs.
