I work with both public and private companies that range from Fortune 500 to emerging startups, staying current on ever-evolving tax guidance, audit trends, and documented standards. This allows me to provide solutions that are defensible and forward-looking. My approach emphasizes process efficiency, thoughtful planning, and a strong client experience from our initial assessment through the final delivery.
I provide R&D and renewable energy tax credit strategy, compliance, and consulting services across federal and state jurisdictions. Some of my background includes leading large, multi-jurisdictional credit studies, conducting quality control reviews, preparing technical memoranda for IRS audits, and supporting executive decision-making with clear, well-substantiated analysis.
Beginning my career more than 20 years ago, I have led and developed high-performing cross-functional teams, overseen significant client portfolios, and collaborated closely with C-suite leaders to improve profitability, operational efficiency, and compliance outcomes with R&D tax consulting at a national R&D consulting firm and Exactera, a global leader in technology-driven tax solutions. My diverse foundation enables me to approach each engagement with a broad business perspective and a practical, solution-oriented mindset.