Our Presenters

Carlos works with companies in a wide variety of industries helping companies maximize and protect their R&D credits and Local & State Tax Incentives. Having served clients for 15 years, Carlos uses his expertise to help companies navigate through complex issues to identify qualified activities. Carlos has authored articles on these topics and is a frequent speaker at industry organizations.

 Carlos holds a Bachelor of Science in Electrical Engineering from Purdue University and a Masters of Business Administration (MBA) from Indiana University.

The Research & Development Credit is a financial reward for companies that are creating or improving its products, processes or software. Approximately 12% of R&D expenses (wages, materials and outside contractors) can return to the company as a dollar-for-dollar offset of tax or a tax refund, but often times companies fail to maximize their credit because of misinformation provided by inexperienced providers with an outdated approach.

Our team is led by group of industry veterans that consist of degreed engineers and CPAs who have a highly technical understanding of the Research & Experimentation tax credit.  Our approach is rooted in engineering to identify qualified activities from a technical perspective so companies can maximize their credit and have peace of mind that their credit is protected.