Why TCC?

We’re Specialized


What makes us different? A team of leaders who focus solely on providing customized R&D services tailored to each client leveraging our unique process:

  • → Developed by a former Big 4 IRS Controversy leader specializing in R&D tax credits, and designed to respond to
          scrutiny under and IRS or state examination
  • → Reviewed and developed with input from an external consulting firm consisting of ex-IRS engineering territory
          managers

You’ll experience a seamless, transparent consultative relationship with the support to help you make key R&D business decisions quickly and confidently.

 

Return on Investment


Our value is clear from the moment you meet with our dedicated team:

  • → Clients average 4-to-10 times return on investment (ROI)
  • → Our performance is your performance
  • → Audit hours are built in
  • → Appeals are included
 

Leaders in R&D Credits


Our dedicated team of R&D experts are specially trained to maximize your credits and mitigate risk. One of the largest independent R&D credit practices in the country, they represent a unique combination of:

  • → IRS controversy attorneys
  • → R&D-focused tax managers
  • → Experienced engineers
  • → Software consultants
  • → Data specialists
  • → Analysts

 

Our Team

Leadership

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Peter Mehta

Managing Director, Research & Development Tax Incentives

Peter Mehta has 20 years of experience in tax controversy and R&D tax credit matters. Peter’s specialties include all aspects of tax controversy, from exam through the appellate-level with both the IRS and California State taxing authorities.

His experience includes audit examinations, technical advice requests, preparing and reviewing protests, IRS Appeals proceedings, and refund claims. Prior to joining TCC, Peter spent 14 years with a Big 4 accounting firm as a managing director in the firm’s controversy practice. In that role, Peter was the west region’s lead point of contact for all of the firm’s large R&D tax credit examinations and appeals. He also has experience as a tax associate in private law practice, where he focused exclusively on federal and state tax controversy matters.

Practices:
•Research & Development Tax Incentives
•Tax Controversy Services

Admissions:
•State Bar of California

Education:
•LL.M. Taxation, Loyola Law School
•J.D., Loyola Law School  

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Stephanie Condon

Director, Research & Development Tax Incentives - Central and West Region

Stephanie Condon specializes in providing federal and state R&D credit services to clients of various sizes in a broad range of industries. She has dedicated over 10 years to providing R&D services including tenures at Big 4 and boutique R&D practices, and as the R&D practice leader of a national accounting firm. She has counseled clients ranging from mid-market to Fortune 100 businesses in industries including software, manufacturing, oil and gas, financial services, cosmetics, and aerospace.

Her extensive tax controversy experience includes audit examinations, preparing and reviewing protests, IRS appeals proceedings, and the remediation and defense of studies performed by other providers. Stephanie has also been a regular contributor to R&D tax credit thought leadership through speaking engagements at industry conferences, and the development of CPE webinars, press releases and technical articles on legislative developments.

Practices:
•Research & Development Tax Incentives

Education:
•B.S., Accounting, Southern Methodist University
 

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Kathleen Milone

Director, Research & Development Tax Incentives - Northeast

Kathleen Milone has over 10 years of Big 4 experience, specializing in R&D tax credit studies for clients of varying sizes and industries, including many within the Fortune 500. Her experience includes tax controversy services for such claims, as well as time spent in a Big 4, Washington National tax practice, where she focused on more technical credit and accounting method areas.

Kathleen has authored articles, including an R&D tax credit publication in the Bureau of National of Affairs (BNA). She has also been a speaker at Tax Executive Institute and presented at other industry events. Her special areas of focus include identifying challenging qualifying activities within the software industry, managing orphan drug credit studies (in conjunction with the R&D tax credit) within the pharmaceutical and therapeutic biologics industry, and manufacturing trials activities within the packaging industry.

In addition to Research Tax Credit studies, Kathleen is experienced in managing domestic production activities deduction projects (under IRC Section 199) within the financial services industry, as well as in the more traditional manufacturing setting.

Practices:
·Research & Development Tax Incentives

Certifications:
·CPA – NY and DC

Education:
·B.B.A., Accounting, James Madison University
 

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Elizabeth Chic

Senior Manager, Research & Development Tax Incentives

Elizabeth Chic has over 10 years of Big 4 experience providing controversy and audit defense services, as well as research-credit expertise. She has worked with mid-market to very large clients who top the Fortune 500 list, and include those in the software, manufacturing, architecture and engineering, energy, entertainment, pharmaceutical, bioengineering and retail industries.

Her practice consists of helping her clients determine qualified research expenditures, calculating research credits, documenting research activities, leading contract review, providing responses to information document requests, responding to notices of proposed adjustments, managing protests, and representing clients before federal and state taxing authorities. With Elizabeth’s expertise, her clients have retained a high percentage of their research credits.

Practices:
•Research & Development Tax Incentives •Tax Controversy Services

Admissions
•State Bar of California

Education:
•J.D., University of California, Davis
•B.A., University of California, San Diego

Honors:
•Symposium Editor, The UC Davis Law Review