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 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. Now that the team has grown, David focuses on the company’s expansion and overall strategy, but still maintains a hands-on role.
JESSICA METTS - DIRECTOR OF CLIENT SERVICES & CHIEF CUSTOMER OFFICER
Jessica has over 10 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).
LAUREN PIERCE - HEAD OF TAX OPERATIONS
Lauren has 15 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).
Jessica Kern - Tax Operations Manager
Jessica has over 8 years of experience in U.S. Tax Documentation and Withholding. Prior to joining Comply, she worked in both Tax Operations and the Client Coverage Group at Goldman Sachs, focusing on assisting large institutional asset managers with items across the pre- and post-trade space. While in Tax Operations, she assisted clients with documentation review and remediation to ensure Chapter 3 and Chapter 4 requirements of the Internal Revenue Service code were met, understanding the front-to-back impact, and process enrichment. Jessica is well versed in building and maintaining client relationships while managing their expectations. Jessica is a graduate of Brigham Young University (BS in Business Management – Finance) in Provo, UT.
Oliver Allen-Wielebnowski
Venkata Dirisala
Maria Goa
Tye Burroughs
Antony Herbert
James Brudenell
Evelyn Wright
Our Tax Solutions
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.
Oliver Allen-wielebnowski
Uk Manager & Application Specialist
Oliver joined the team in 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 testing and learning the whole suite of Comply applications. This helped him gain an understanding of the product and the subject matter. He contributes 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 and solidify the UK team.
Antony Herbert
Application Specialist
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.
Venkata Dirisala
Mobile App Developer
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.
James Brudenell
Software Developer
Maria Goa
Client Account Support Group Analyst
Maria Goa joined our Client Account Support Group at Comply Exchange in April 2023. She has several years’ experience of managing teams and providing outstanding customer service in the Financial Services Sector. Before joining Comply Exchange, Maria was a Dividends Operations Manager for Link Group, where she was responsible for managing her team to ensure accurate and timely dividend payments to shareholders on behalf of Link Group’s clients. Maria is driven by her passion for customer service and always strives to exceed the expectations of customers and clients. She is committed to making sure that every interaction with Comply Exchange is smooth and positive. She is always ready to listen, understand, and resolve any queries or concerns that our customers and clients may have. She will be working closely with our other team members to ensure that we always deliver the best possible service.
Evelyn Wright
Video Production & Marketing Specialist
Evelyn graduated from The University of West London with a BA in Film Production. She previously served as a freelance video editor for social media companies. She has also premiered a piece 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 Burroughs
Video Production & Marketing Specialist
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 organisations. Located in the U.K. offices, he works closely with Evelyn Wright on Comply Pro training and development videos. He also plays a key role in creating promotional videos and content for the Comply Exchange marketing channels.
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.
