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Heidi has over 15 years of tax consulting experience, both in public accounting and private industry, beginning with federal and state compliance. Her experience with R&D tax credits spans numerous industries, including dental practices, helping clients navigate the substantiation process and controversy issues. Heidi works with businesses that are creating new or improved processes and products to qualify for a Research and Development Tax Credit. She gets to know their business, innovations, and people who contribute to these efforts. This includes quantifying eligible costs, calculating the credit, and using her legal background to substantiate the credit for audit protection. Heidi received her B.S. in Finance and law degree from Arizona State University.

Joe provides tax consulting services to industries including manufacturing, technology, construction, life sciences and government contractors. He helps clients benefit from research and development tax incentives, including federal and state credits and cost segregation studies, and he regularly works with the IRS and state taxing authorizes to support research and development tax incentives claims. Joe has written numerous articles on research and development tax incentives issues and frequently presents at conferences and seminars.