Strike Force^TM

As a collaborative professional with expertise in both finance and law, Queenie possesses a broad range of skills that make her a valuable asset to Strike. She is a team player who enjoys working collaboratively with lawyers, clients, accountants, CEOs, and other professionals to ensure successful project completion.

Casey brings more than 20 years of industry knowledge to Strike, including eight years of experience calculating R&D tax credits for major accounting and financial services firms. A trained chemist, Casey spent eight years in the petrochemicals industry in Houston, Texas. Prior to that, he served three years in the U.S. Army Nuclear Biological & Chemical Corps, earning an honorable discharge with the rank of Sergeant. He has broad industry experience in numerous sectors including life sciences, manufacturing, pharmaceuticals, engineering, aerospace and defense, agriculture, and medical devices. With extensive background in numerous business sectors, he is committed to finding solutions to reduce tax burdens and provide personalized, efficient service to each Strike client.

Favorite thing about working at Strike:
“Delivering amazing news to clients after we’ve calculated their credit. Some of them actually become emotional after hearing how much they are getting back.”

Jonathan Cardella is an entrepreneur with a 20-year track record of building technology businesses. He focuses on solving real-world problems through the rapid development of web and mobile applications and platforms. He founded Strike Tax Advisory in 2019 after realizing the potential of the R&D tax credit to transform companies, especially small- and medium-sized businesses, through the infusion of new, untapped capital.

With more than a decade of experience working in tech, Stephen specializes in developing and supporting cross-functional initiatives to enhance interdepartmental, partner, and client relations. He has worked in the proptech, fintech, and ecommerce spaces, and played an active role in developing the communities they serve. Stephen works across Strike’s business development, product marketing, and intelligence teams to spearhead new initiatives designed to bring awareness to the R&D tax credit and enhance the client and partner experience. 

With a background in business operations and data analytics, Kayla is passionate about driving businesses and organizations towards excellence. Kayla’s organizational acumen and critical thinking ability allows her to effectively analyze data, streamline business operations, and create valuable, tangible outputs. Kayla has a successful track record of building and motivating dynamic teams to achieve client and business objectives while constantly innovating to improve the customer and/or end-user experience.

Vlad has held various roles throughout his career, including Director of Web Development, VP of Engineering, and Chief Technology Officer. He began his career as a hardware technician and quickly graduated into software development. He has more than 15 years’ experience designing database-driven web applications. While his skills include writing custom SQL queries, managing web servers, and streamlining various processes, his primary functions as Strike CTO are engineering leadership and acting as a strategic advisor to Strike's clients and partners.

Guy is a trusted, strategic business partner that has worked alongside CEOs, Board Members and C-Suite leaders. He is a seasoned executive with 20 years of leadership within operations, finance, client relations, vendor management and sales. Many regard Guy as a catalyst for positive change, leadership mentor and coach, and visionary leader. Outside of work, Guy enjoys traveling with his wife and kids and giving back to the community.

Jordan Foy is a dynamic R&D Tax Credit Senior Associate specializing in the apparel and manufacturing industries. With expertise in tax credits and a deep understanding of the fashion landscape, she helps clients maximize innovation incentives through deep analysis, bridging the gap between manufacturing incentives and finance. Her commitment, industry understanding, and expertise make her an invaluable part of the Strike Team.

Beyond work, Jordan supports the Houston arts scene and enjoys thrifting, traveling, and renovating her home.

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Adam Gislason has more than 15 years’ experience as a transactional lawyer, litigator, and entrepreneur. With a strong track record as a lead negotiator and executing on all phases of the deal life cycle, Adam excels at collaborating and leading teams across multiple businesses.

From Tax Intern to Tax Associate, Brennan has fully embraced the magnitude and process of the R&D Tax Credit. Throughout his internship, he built a strong foundation of understanding and executing calculations, research, and report writing of the tax credit. As a Tax Associate, he continues his journey, excited to facilitate and educate clients through the R&D Tax Credit process.

Chris is an experienced Tax Analyst and Compliance Manager with a high level of expertise in delivering sales goals and business objectives. As a highly accomplished business professional with a strong analytical and quantitative acumen, his strong leadership and sales experience in the field of tax compliance is proven by his track record of results. By developing and implementing best management practices related to risk management and company process improvements, Chris is a valuable member to the Strike Force^TM.

Marcus an experienced sales and business management professional. He has a bachelors in Economics and an MBA with an emphasis in Marketing. He enjoys learning from and working with the business community and making a difference by qualifying clients for R&D and ERC tax credits. Outside of work, you can find him coaching soccer or out around town with his partner and puppy.

Bio coming soon! 

Sam's passion is making business owners' lives easier. He's a problem solver, not a salesman. Many businesses have issues they are not aware of because "if it ain't broke don't fix it", but just because it isn't broke doesn't mean it can't be done better/faster/easier. Knowledge is power -- his goal is to educate business owners so that their decisions are clear and easy!

As Senior Technical Writer at Strike, Mike's work is focused on the qualitative side of the R&D tax credit. He enjoys learning about the variety of research and development projects conducted by clients across different industries as well as organizing and distilling that information into clear terms. He has worked as a technical writer for five years, including three years with the R&D tax credit. 

Mike obtained degrees in Philosophy and Hispanic Studies from St. John's University in his home state of Minnesota. Out of college, he spent five years living in Asia where he taught English before transitioning into writing and editing product manuals for Chinese tech companies. He enjoys learning languages and speaks Chinese, Japanese, and Spanish. He lives in Los Angeles where he performs stand-up comedy, watches pretentious movies, and plays too many video games.

Focused on outbound sales for over a decade, Chris has an extensive background in e-commerce, SaaS, and subscription-based invoicing. He loves crushing performance goals and brings a wealth of knowledge to the Strike team. He’s had a variety of roles within operations, including merchant outreach, account executive, and enterprise account executive. The chance to join Strike as it builds up its client list is too exciting to pass up and he’s ready to hit the ground running.

Zane studied finance at BSU for the same reason that he came to work for Strike–he loves strategy. Devising different financial plans to improve a company’s bottom line isn’t really that different than figuring out how to use R&D tax credits to help a company reinvest in itself. He’s already diving into learning about the kinds of technologies and processes that qualify for tax credits. One of his most rewarding jobs was custom tutoring, where he had to teach students in whatever subject they needed help in. He loved demonstrating the mental flexibility required to creatively solve whatever problems were in front of him.

Ryan is a PhD-level neuroscientist with eight years of experience in the R&D tax credit field. Realizing that a career in academic research was not for him, Ryan transitioned into tax consulting and never looked back. Ryan has experience across multiple industries, with a focus on medical, pharmaceutical, biotechnology, and agriculture. He enjoys educating clients, and learning what they produce and how, to give them the best experience (and largest credit) possible.

Most cutting-edge innovation from a prospective client:
A company that specializes in making portable/inflatable satellites

Enthusiastic about representing taxpayers, Khai became an Enrolled Agent so that he could be an advocate for taxpayers who are facing audits or that need help with tax resolution. After eight years of finance and tax experience, he made the transition to R&D tax credits. He has a background in health and clinical trials, but he’s excited to get to know better the variety of industries that qualify for R&D. He likes how quickly he can make a difference in a company’s bottom line when he helps them pay the exact amount of tax they owe—no more and no less. Khai’s superpower is Excel. No, really. He moonlights for a non-profit organization, teaching cooking classes to kids and helping the organization with their taxes.

Will is currently at Boise State University and will be graduating in May with a Bachelor of Business Administration, Finance. He has some bookkeeping and customer service work experience and is really excited to combine his education and work experience to help taxpayers identify and maximize tax credit opportunities.

Cortney’s experience as a paralegal and franchise owner, combined with her time as a medical device and technology salesperson, gives her a unique insight into the challenges that business leaders face. She joins the Strike team with experience in R&D sales and has seen firsthand how recapturing funds for businesses can give them the boost they need to build a better future. 

Rick is a results-oriented Onboarding Project Manager (PMI) who leads projects within a company by assessing the technical feasibility and defining objectives and scopes. He possesses excellent motivational and communication skills and is adept at identifying innovative solutions for complex challenges. He has a track record of rapid progression in roles at startup companies, where significant contributions were made to solve problems and fill gaps, resulting in driving growth and success. He brings expertise in technical product deployment and training techniques and continuously seeks to enhance knowledge and supports team members in adopting new approaches.

With a Finance degree from Gonzaga University and a background in customer relations, Bennett joined the Strike team ready to build new partnerships. His experience in business structure and money allocation, plus his community-based approach to relationships, means that he is perfectly positioned to talk to companies about how R&D tax credits can be used to build American businesses. In his spare time, you can find Bennett on the basketball court or engaged in community service.

For over two decades, Tom has been in the C-Suite for a number of companies across the tech, real estate, and travel industries. He’s a seasoned operations manager with experience quickly scaling up companies that are positioned for growth. He joins the Strike team ready to streamline processes and increase team efficiency.

Jimmy is a highly accomplished Certified Public Accountant with a passion for innovation and efficiency. Having graduated Cum Laude with a Bachelor's degree in Accountancy, he has gained valuable expertise in the tax industry, which he uses to help businesses grow and succeed.

He firmly believes that innovation is essential for success in today's fast-paced world. He is always looking for new ways to streamline tax processes and maximize results without compromising quality.

When he's not busy navigating the complexities of tax regulations, he likes to hit the trails on his mountain bike. He finds it a great way to stay active and clear his mind.

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Extremely qualified, Yung comes to the Strike team with experience forming new collegiate departments, organizing and supporting executive teams, handling job training, managing finance, and overseeing a sales department. She is credentialed in organizational leadership and human relations, UX design, and dispute resolution; she’s all about the human experience and processes. The Strike team’s customer-centered focus and positive energy attracted her to the position, as well as their genuine joy at saving their clients money. Outside of work, Yung likes to bike around town with her family, go camping, and play chess.

Nikhil is a tax professional with six years of experience in the accounting and finance industries. He came to Strike from one of the “Big Four”accounting firms and has experience handling large, complex clients. He has been working as an R&D tax credit consultant for the past four years.

Favorite thing about working at Strike:

“The members of this team always strive to do their best and perform at a very high level - it’s a company that I see myself growing with for the long term.”