Strike Team

Jonathan is an experienced Tax Manager with a high level of expertise in R&D tax credit compliance across aerospace, medical device, and software industries. As a highly accomplished tax professional with strong analytical and technical acumen, his ability to manage complex credit studies—from qualified research expense data gathering through federal and state credit calculations—is proven by a consistent track record of meeting engagement deadlines across concurrent portfolios of 8–10 active studies. With deep knowledge of IRS guidance, Treasury regulations, and recent case law, Jonathan applies the discovery rule, process of experimentation, and business component analysis to develop defensible filing positions. By building contemporaneous documentation, preparing Form 6765 and state credit forms, and conducting rigorous reconciliation to client trial balances, he delivers reliable, audit-ready work product that strengthens every engagement he supports.