Leadership
We are tax incentive experts and your partner in business. Let our dedicated professionals, proven processes, and secure in-house software do the work for you to deliver unmatched value.
Our Mission
To power the success of your business by driving innovation and opportunity with capital secured through expert know-how and dedicated personalized service.
Our Vision
To advance tax incentive awareness and their ability to help businesses thrive; and evolve invaluable trusted relationships through transparency and personal service.
Area Leaders

Mitch Feldman, J.D.
Research & Development

Ian Merwin, J.D.
R&D & Quality Assurance

Charlotte Ochs
Audit & Quality Assurance

Stephanie Banuelos
Credits & Incentives

Rachel Zarate Brouwer
Credits & Incentives

Annette Fago, CEcD
Discretionary Incentives

Mark Echols
Strategic Partnerships

Phillip Son, CPA, MST
Cost Segregation

Bill Mark
Cost Segregation