At Summit Specialty Tax Advisory, I partner with CPA firms to build, strengthen, and scale profitable specialty tax practices through executive leadership, technical expertise, and operational excellence.

My flagship service is Research & Development (R&D) Tax Credits, but the mission extends far beyond individual tax credit studies. I help firms create repeatable systems, train staff, improve workflows, strengthen quality assurance, and deliver a consistent client experience that supports long-term growth.

I have helped complete more than 1,000 R&D tax credit studies, in addition to hundreds of ERC, WOTC, Cost Segregation, and Solar tax credit cases, while designing and leading the operational framework behind a successful specialty tax practice. From technical discovery interviews and documentation standards to workflow optimization and staff training, I have worked closely with business owners, CPAs, and tax attorneys to transform complex tax incentives into scalable professional services.

Rather than replacing your existing team, I become an extension of it - providing the leadership and technical guidance needed to help your firm confidently expand its specialty tax capabilities without the cost and commitment of hiring a full-time executive.

Whether your firm is launching a new specialty tax practice or refining an established one, my goal is simple:

Help you create lasting value for your clients while building a profitable, sustainable specialty tax practice.