| Jacob works closely with his clients – planning with them, building with them,
and celebrating with them. Jacob prides himself on creating long-term
relationships – not short-term sales -- and his analytical skills and financial
expertise allow him to function strategically as a trusted advisor.
In the last decade, Jacob has personally performed or overseen over 2,000
R&D Tax Credit studies, identifying and substantiating over $800 million in
federal and state tax credits. Additionally, he specialized in creating excellent
experiences for his clients and their friends, engaging hundreds of clients by
direct referral. The majority of Jacob’s clients have also gone on to become
multi-year partners.Jacob is a Subject Matter Expert (SME) in R&D Tax Credit Law, CanadianSR&ED Credits, Cost Segregation, and Federal Energy Incentives. He is also a SME in the Architecture, Engineering, Construction, Manufacturing, Software,
and Life Sciences industries, though he confesses to a special interest in
robotics and automation.A self-described “lifelong student,” Jacob is continually sharpening his
technical skills. He freely admits to loving math, reading The Economist, and
considering tax law a “fun hobby.” Jacob is first and foremost a people-person,
and using his knowledge to help clients in a positive, productive way is what he
finds truly gratifying.A member of the Texas Bar Association, Jacob holds a Juris Doctor degreefrom the Indiana University Maurer School of Law and a Bachelor of Artsdegree from Duke University. |  |