iA

© 2020 incentAdvise

GET IN TOUCH:

33302 Valle Road, Suite 200

San Juan Capistrano, CA 92675

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MEET THE TEAM

SCOTT McCUTCHEON

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President

Having founded the company in 2008, Scott has built his team to include hard-working, customer-centric individuals to ensure that his clients receive the best service possible. Over the past few years, Scott has expanded incentAdvise to allow for growing clientele, and to ultimately provide outstanding customer service, great client relationships, and a seamless, diligent approach to developing tax credit studies.

Scott is an expert in tax credits and tax incentives, and is always looking for new ways for his clients to save money on their corporate and individual income taxes. In recent years, there have been aggressive legislative changes constructed around the small to mid-cap businesses. With the help of Scott and his team, inc
entAdvise annually saves each of its clients tens of thousands to millions in income tax savings.

KENDYLL TRENARY

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Executive Administrator

Kendyll joined the incentAdvise team in 2017. Since coming on board, she has assisted the firm by helping to grow and expand the company in various areas. With her expertise in customer service, marketing, and administration, Kendyll is responsible for maintaining positive client relationships, developing marketing plans and materials, and day-to-day operations.

During the end of the 2018 year, Kendyll began to also work in the tax department. She has since become well-versed in Research and Development (R&D) Tax Credits, often assisting in tax credit development, analysis, and reporting for clients.

Kendyll graduated from California State University, Fullerton in Spring of 2019 with a Bachelor's Degree in Psychology .

NORMAN BAUTISTA

Senior Tax Manager

Norm also joined the incentAdvise team in 2017, responsible for overseeing the tax department and developing Research and Development (R&D) Tax Credits for clients. With over 20 years of experience in corporate and individual taxation, he has consulted with multi-national companies on general income tax-related issues. Norm began has career with an international Big Four public accounting firm in Silicon Valley. He has also worked for regional accounting firms, publicly held corporations, and specialty tax consulting firms.

After working with companies in the high technology, software development, manufacturing, and various other industries, Norm has the experience to advise tax payers with general corporate and individual income taxation issues, general business credits, state income taxation and apportionment and various other income tax-related issues.

CHAU PHAM

Director of Business Development

Chau Pham is new to the incentAdvise team. Please come back soon for more information.

FRED RICHARDSON

Tax Associate

Fred has been a part of the incentAdvise team since 2018, originally helping to develop new clients and prospective relationships, as well as assisting clients in their Research and Development (R&D) Tax Credit studies. His understanding of the credit  assisted him in identifying qualifying businesses who were not utilizing the R&D tax credit at all, or not utilizing the credit to the best of its ability.

Fred is responsible for a variety of tax credit-related duties. Most importantly, he now assists with clients' Research and Development (R&D) Tax Credit analysis, calculation, and documentation. With his assistance, Fred saved new clients nearly 2 million dollars on their income taxes in the 2018 tax year alone.