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, incentAdvise annually saves each of its clients tens of thousands to millions in income tax savings.
the admin team
Director of Operations & Executive Administrator
Kendyll joined the incentAdvise team in 2016. 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 .
Mia began her internship at incentAdvise in early 2017 and officially joined our team in 2018. She is mainly responsible for the day-to-day support of our Administrative department and the Business Development team. Her knowledge of the Research and Development (R&D) Tax Credit over the years has enabled her to not only bring our clients the best service possible, but to help educate prospective clients and strategic partners on the types of services that would best benefit their companies. Her keen attention to detail and organizational skills make her a key player to the incentAdvise family.
Mia graduated from San Diego State University in Spring of 2019 with a Bachelor's Degree in Administration. She plans to pursue her MBA at UCI in 2021.
the Tax team
Senior Tax Manager
Norm joined the incentAdvise team in 2016 and is responsible for overseeing the firm’s Tax department and leading all Research and Development (R&D) Tax Credit studies for our 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 his 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. He guides our clients along the path of increased success and missed opportunities in order to reduce tax liability. He also mentors many of our tax team members to the same success.
Norm is highly skilled in interviewing technical personnel and documenting development activities in a wide variety of industries. 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, apportionment, and various other income tax-related issues.
Senior Tax Associate
Mark became a part of the incentAdvise team in 2017 and is responsible for helping supervise our Tax department in orchestrating Research and Development (R&D) Tax Credit studies for our valued clients. Mark has 15 years of experience in the both corporate and individual tax, having previously worked in a Big Four public accounting firm, where he managed multiple audit teams in various industries, including construction and government. He has an extensive background in corporate finance, financial planning and analysis, strategic planning, and risk management along with a deep appreciation for teamwork and passion for client service. He has since been focused primarily on R&D for the last five years and is solely responsible for tax savings for several hundred companies. His strong business drive has added professionalism, consistency, and significant growth to incentAdvise.
Mark specializes in generating tax credits for companies in the Manufacturing, Architecture, Engineering, and Construction industries.
Jessie joined the incentAdvise team in 2017 and is mainly responsible for supporting our Tax department in developing Research and Development (R&D) Payroll Tax Credits for our Startup clients. Her extensive knowledge in small businesses and tax laws make her an essential part of our firm when dealing with our Venture Capital partners and Startup clients. She plays a vital role in our partnership with 500 Startups and helps educate prospective clients on their eligibility for tax saving opportunities that they never knew they were entitled to.
Jessie is a graduate from the University of California, Irvine with a Master's Degree in Finance.
Dan has been a part of the incentAdvise team since late 2018 and is responsible for a variety of tax credit-related duties. Most importantly, he assists with clients' Research and Development (R&D) Tax Credit analysis, calculation, and documentation. He helps our valued clientele develop and implement strategies to reduce tax liabilities and increase cash flow as a result of his R&D Tax Credit expertise.
Dan started his career in public accounting with a national accounting firm. In recent years, Dan transitioned to various private corporations in industries such as structural engineering and electronics manufacturing.
the dev team
Director of Business Development
Chau joined the incentAdvise team in 2019 and specializes in developing and managing key relationships with our strategic partners and a variety of clients across the country. His other responsibilities include overseeing the firm’s marketing initiatives, managing our sales team, and coordinating some of our R&D studies. Chau's 10 years of experience in business analysis and business development for the IT and finance industries has equipped him with extensive knowledge of project management, partnership growth, customer acquisition, and marketing.
Prior to his time at incentAdvise, Chau held various managerial roles in Washington, D.C. Since moving to Southern California in 2015, he has focused his efforts on the R&D tax industry and has become actively involved with several professional and entrepreneurial organizations, including the Asian Business Association (ABA).
Chau graduated from the University of Maryland, College Park with a Bachelor's Degree in Economics and a minor in Psychology.
Business Development Specialist
Fred has been a part of the incentAdvise team since 2017, helping to develop new clients and prospective relationships, while also managing day-to-day tasks amongst our Business Development Associates. His understanding of the Research and Development (R&D) Tax Credit has 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 was a head Sales Manager for one of the largest LED corporations in the nation for 2 years before joining incentAdvise. With his assistance, Fred saved new clients nearly 2 million dollars on their income taxes in the 2016 tax year, and he has continued to help new clients save even more each year thereafter.