Meet the Team

Our Mission

We operate as a specialist who steps in when you encounter a unique area that is outside your area of expertise. We have deep expertise in 11 different industries, across R&D Tax Credit and Cost Segregation. These narrow focuses mean we deeply understand the complexity surrounding these issues. Our mission and model motivates us to claim and support as much tax savings as possible – and to maximize your tax savings for years to come. Learn more about how we can help and schedule your free consultation.

Our Values

  • Focused, high-energy execution
  • Build from a foundation of strength
  • Pursue the win-win
  • Focus on impact and contribution to what matters
  • Efficiency is beautiful; waste is tragic
  • Make life good for our people and our customers
Joe Holbrook

Joe Holbrook

CEO

Andrew Stolle

Andrew Stolle

Partner

Dan mcneil

Dan mcneil

Director of Specialty Tax Services

MIke Nowak

MIke Nowak

Director of Cost Segregation

Skip Schenck

Skip Schenck

Senior Manager of Strategic Partnerships

Oakely Sengchan

Oakely Sengchan

Manager - Specialty Tax Services

Laice O'Malley

Laice O'Malley

Executive Asisstant