I help business owners, CFOs and finance executives in companies of all sizes identify and claim R&D tax credits. Although many of my clients are in technology and manufacturing, R&D tax credits are applicable to any industry. I help both domestic and multinational clients leverage federal, state and international R&D credits including Canada’s Scientific Research and Experimental Development (SR&ED) program, and the United Kingdom’s R&D tax credits.
I specialize in helping clients increase profitability and cash flow through R&D tax credits and tax incentives, and I provide R&D tax credit defense services for clients under audit. My work includes preparing R&D tax credit studies, performing technical interviews with subject matter experts and preparing technical report memoranda and support documentation. The Aprio R&D team has a track record of 99% credit retention under audit.
If you are innovating or spending money to develop or improve products or processes, R&D tax credits can provide you an immediate cash benefit. I help clients identify activities that qualify for these credits and create strategies to maximize their business value.
I am a total bookworm and I love reading technical nonfiction and historical books. This comes in handy, given that a large portion of my R&D work is research on IRS guidance and case law related to Sections 41 and 174, and monitoring current R&D litigation trends.
I love spending time with my family. When we aren’t enjoying time at home together, we love to travel (We can’t wait to travel again).
I earned my Bachelor of Science degrees in Accounting and Finance from Florida State University and my Master of Accountancy from the University of Alabama. My professional affiliations include: