Principals who built the largest
tax-credit practices in the country.

Twenty years with Arthur Andersen and Deloitte & Touche serving Fortune 500 tax practices. Specializes in federal and state tax credits, audit defense and complex compliance.

More than twenty years in accounting and financial audit — including eleven years between Ernst & Young and Deloitte & Touche. Oversees Apex's R&D tax-credit practice end-to-end.

Former in-house tax counsel for Qwest Communications. Ten-plus years on R&D expenditure analysis, IRS examinations and appeals — Apex's audit-defense lead.

Decade-plus as financial auditor and tax attorney with prior service in the IRS Examination Division and Office of Chief Counsel. Brings the regulator's view to every engagement.

Manages engineering-heavy R&D engagements across aerospace, advanced manufacturing and AEC clients. Tax-attorney background; deep expertise in qualifying-activity scoping.

Pairs a tax-law background with lean six-sigma operating experience. Bridges accounting, legal and engineering conversations from manufacturing to high-tech.