Our team is built on a foundation of expertise, clarity, and dedication. With years of experience in cost segregation and R&D tax credits, we are committed to helping you unlock the savings hidden in your properties and innovation. Alongside our engineers and IRS code experts, we’ve conducted over 55,000 studies with zero audits in 23 years of business. Each member brings a unique blend of tax knowledge, engineering insight, and client-focused service. Trust us to stand by your side every step of the way, delivering audit-ready strategies and the guidance you need to keep more of what you earn.

CEO

Senior Financial Counselor & Attorney

EVP Operations

Director of Analytics

VP R&D, 179D

I believe real wealth isn’t about how much you earn — it’s about how much you keep. That’s why I love helping investors uncover hidden tax savings that strengthen their cash flow and long-term freedom. With an MBA from the University of Liverpool and a background in hotel operations, education, and real estate consulting, I bring a global, practical perspective to every strategy. Speaking four languages allows me to connect with investors from diverse backgrounds and make complex tax strategies simple and accessible. Whether you own one property or manage a portfolio, my goal is simple — to help you keep more of what you’ve built.
Don’t let the IRS keep more than they should. Take back your cash flow with strategies built to protect and grow your business.

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