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R&D Tax Credit

Innovation deserves reward. Our R&D tax specialists go beyond consulting to uncover hidden value and help claim the incentives you deserve without the complexity.

R&D Tax Credit
Rapid ClaimsSection 174A

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Energy Efficiency Incentives

As sustainability becomes paramount, our tax consulting shines in delivering value through energy efficiency incentives.

Energy Efficiency Incentives
Section 179DSection 45LSection 45X

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Cost Segregation

Specializing in identifying and reclassifying property assets to maximize depreciation deductions.

Cost Segregation

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We’re a collective of thinkers, problem-solvers, and innovators who turn complex challenges into opportunities. Together, we’re helping businesses unlock their full potential.

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Thomas Folsom
Thomas Folsom

Managing Director

Devon Ader
Devon Ader

National Sales Director

Lauren Highsmith Fortner
Lauren Highsmith Fortner

Innovation Manager

Cathy Saenz
Cathy Saenz

HR Manager

Heba Assabgy
Heba Assabgy

Operations Performance Director

Thomas Piland
Thomas Piland

Marketing Director

Kaylee Barrett
Kaylee Barrett

Marketing Specialist

Nicholas Moringo
Nicholas Moringo, Ph.D.

R&D Practice Lead

Haylee Knight
Haylee Knight

Senior Consultant

Ralph Walner
Ralph Walner

179D & 45L Lead Specialist

Tim Roberts
Tim Roberts

Energy Modeler

Casey Barka
Casey Barka

Senior R&D Consultant

Jessica Lancaster
Jessica Lancaster

Senior R&D Analyst

Vivek Arora
Vivek Arora

Strategic Partnerships Director

Lauren Purcell
Lauren Purcell

Sales Enablement & Partner Development

Joseph Rubin
Joseph Rubin

Regional Director

David Ropiak
David Ropiak

Regional Director

Phil Naugle
Phil Naugle

Associate Director

Max Reed
Max Reed

Senior Sales Manager

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