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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Shawn Marchant

Director, Research & Development Market Leader - Southeast and Midwest

Shawn, based in our Atlanta office, has more than 18 years of experience in identifying and quantifying research credits for companies performing R&D in a variety of industries. His experience spans the gamut from initial project scoping through implementation, project management, IRS and state audit support, and finally, evaluation of benefits for financial statement presentation.

Prior to joining Tax Credit Company, Shawn spent 16 years in the “Big 4,” most recently with Ernst & Young where he led their Research Credit and Meals and Entertainment practices in the Southeast region. Shawn began his career in Los Angeles with Deloitte as part of their National R&D Tax Credit group and spent two years in their Accounting Methods & Periods National Practice Group in Washington, DC. His industry experience includes automotive, chemicals, consumer products, computer hardware and software, life sciences, manufacturing, medical device, retail, and utilities.

Practices:
·Research & Development Tax Incentives
·Section 199 Manufacturing Deduction
·Meals & Entertainment Analysis

Admissions:
·State Bar of California

Education:
·LL.M. Taxation, Georgetown University Law School
·J.D. J. Reuben Clark Law School, Brigham Young University
·B.S. Accounting, Southern Utah University

  Key R&D Technical Specialists

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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

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Kawika Maunupau

Senior Associate, Research & Development Tax Incentives

Kawika Maunupau is a Senior Associate in the Research & Development Tax Credit group. He brings with him over five years of experience in the aerospace industry as a systems engineer working on system integration and testing on defense projects and over two years of experience in the apparel industry as a Materials, Resources and Planning (MRP) Analyst working on inventory control and materials forecasting.

His experience as a systems engineer has provided him with an intimate understanding of system integration and testing methods as well as implementing process improvement methodologies across large programs. Additionally, his experience as an MRP Analyst in the apparel industry has given him a greater understanding of the developmental logistics and supply chain requirements of large manufacturing companies.

His practice consists of methodologies that tailor its approach to a client’s existing work products, allowing for the creation of a robust credit calculation methodology.

Practices:
•Research & Development Tax Incentives

Education:
•B.S. Engineering, Harvey Mudd College
•Project Management Certification, University of California, Irvine


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Idan Cohen

Senior Associate, Research & Development Tax Incentives

Idan Cohen has been with Tax Credit Co. since 2011. Prior to joining TCC, Idan worked for several years as a business consultant to and financial analyst for major banks and insurance companies domestically and abroad. At Tax Credit Co., Idan manages research credit projects for midsize and Fortune 500 companies in the software, pharmaceutical, design and electronic engineering, architecture, metal, entertainment, etc. industries.

His tax expertise and business background allows Idan to be actively engaged in all phases of the project. His practice consists of preliminary assessment of clients’ tax-incentives eligibility and utilization potential given the clients’ business needs, corporate structure, and specific tax position. Idan helps his clients determine qualified research expenditures, compute credit, and substantiate nexus between cost and research activities.

As an Enrolled Agent, Idan also represents clients before Federal and State tax authorities to defend research credit studies. This includes responding to information document requests, and notices of proposed adjustments, and filing protests with appeals, when necessary, to ensure clients retain the highest credit amount possible.

Practices:
·Research & Development Tax Incentives
·Domestic Production Activities Deduction

Licenss:
·Enrolled Agent

Education:
·MBA, Finance, University of Illinois/Hebrew University
·B.S., Biochemistry, Ben-Gurion University

Honors:
·MBA, magna cum laude
·B.S., cum laude

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Kim Hopkins

Director, Research and Development Market Leader

Kim Hopkins brings over 5 years of experience in identifying and quantifying R&D tax credit studies for clients and over 10 years of industry experience as a research mathematician, including a fellowship position with the National Science Foundation. Kim’s experience with the R&D credits includes assessment through audit support, and ranges from mid-market to Fortune 100 clientele. Kim specializes in the manufacturing, aerospace, software, and bioscience industries.

Kim is a published author, including an article on tax credits for the Aerospace and Defense Industry in the Aerospace Defense Forum journal. She is also a public speaker and has presented to various manufacturing and CFO conferences, as well as to over 30,000 people live as an invited University of Texas at Austin Commencement presenter. Kim’s R&D credit practice consists of helping clients create an efficient and effective methodology, which maximizes quality and credits while minimizing time required from clients’ operations.

In addition to Research Tax Credits, Kim provides strategic and assessment review for businesses in the Work Opportunity Tax Credits, Affordable Care Act Compliance, Sales and Use Tax Refund Reviews, Training Grants, Domestic Production Activities Deduction (Section 199), and Cost Segregation Studies.

Practices:
•Research and Development Tax Incentives
•Training Grants
•Work Opportunity Tax Credits

Education:
•Ph.D. Mathematics, University of Texas at Austin
•B.S. Mathematics, University of California at Santa Barbara

Honors:
•National Science Foundation Postdoctoral Fellow
•Dissertation Award
•Teaching Excellence Award
•Donald D. Harrington Fellow