Get to know us

We started as Convenience Filing in 2013 with a single tax preparer focused on helping individuals navigate tax preparation and financial challenges with personalized support and care. As our clients’ needs evolved, it became clear that businesses and individuals needed more than traditional tax services. Today, Convenio has grown into a modern digital business ecosystem with more than 50 professionals across the United States and Latin America, delivering tax services, accounting, financial solutions, cloud-based software platforms, and educational programs designed to help clients simplify operations, improve financial visibility, and achieve long-term success through intelligent technology and expert guidance.

Our mission

Convenio’s mission is to simplify financial management, tax compliance, and business operations through intelligent technology, expert guidance, and accessible cloud-based solutions that empower individuals, entrepreneurs, and small businesses to achieve long-term financial success.

Our vision

Convenio’s vision is to become a leading digital financial ecosystem that transforms how individuals and businesses manage taxes, accounting, financial operations, and business growth by combining innovative technology, intelligent automation, education, and human-centered services into one integrated platform.

Our team

Our strength lies in our individuality. Set up by Trey Lusk, the team strives to bring in the best talent in various fields, from finance, accounting, product management and education.