The firm was founded by a tax professional with over eight years of specialized experience working exclusively with federal and state R&D tax credits.
Before founding R&D Tax Advisors, he spent several years at a large international accounting firm where he worked on complex federal tax advisory and R&D tax credit engagements across multiple industries.
During that time, he supported organizations ranging from venture-backed startups to large multi-entity enterprises with highly sophisticated R&D programs.
One particularly notable engagement involved supporting R&D tax studies for a holding company that operated more than 75 individual software subsidiaries, each requiring separate annual credit calculations and documentation.
That experience shaped the philosophy behind the firm:
Bring institutional-level technical expertise to growing companies without the bureaucracy, contingency fees, or cookie-cutter processes commonly found elsewhere.
Our mission is simple:
Help innovative companies maximize legitimate tax incentives while ensuring every credit remains technically defensible and properly documented.