Jason is an attorney who brings 14 years of experience in the tax planning space with a deep knowledge of state and federal R&D credits. Jason has supported clients in major exam controversy and in multiple-state research credit exams in the south, midwest and northeast regions. He leverages multiple services to stay up to date on all things tax so our clients get the best possible outcome. Jason manages MSC’s internal software for tracking the status of every client’s IRS refunds, payments, and tax transcripts. Leveraging our software, Jason is able to give our clients that opt-in several months of lead time on any upcoming exams and can identify any accidental underpayments of tax before our clients incur any interest or penalties.
Specialties:
- Employee Retention Credit Status Tracking and IRS Exam Support
- EV and Green Energy Investment Tax Credits
- Historic Rehabilitation Tax Credits
- R&D Tax Credits
- State Hiring and Training Credits
- State Renewable Energy Credits
- Tax Controversy
