MASSIE R&D Tax Credits

The Team

We have the best team of R&D experts that you will find anywhere! We set the bar high when it comes to our client engagement and our employee happiness. Our mission is to provide tax credit services in such a way that all of our clients love working with us, and all of our employees love their jobs.

Doing Great Work, Living Great Lives, Having Great Fun

Jason Massie, CPA, Esq.

Founder & President

Joanna Barnes

Director of Tax Credits

Jamie Bond

Director of Tax Credits

Sherri Brinson, Ph.D

Manager of Technology Development

Ernest Cardenas, Esq.

Director of Tax Credits

Kimberly Chappell

Director of People Operations

Elizabeth Chic, Esq.

Director of Tax Credits

Ali Coad

R&D Technical Writer

Sarah Coble

R&D Technical Writer

Matt Cochran

Director of Tax Credits

Stephanie Condon

Director of Tax Credits

David Cook

Financial Analyst

Lauren Perlman Dieguez, CPA

Manager of Tax Credits

Taylor Eiselin

Business Development Manager

Catie Ely, CPA

Director of Tax Credits

Kerry Garner

Executive Assistant

Elaine Guan, CPA

Senior Director of Project Management

John Hoang, CPA

Director of Tax Technology

Jackie Jansen

Director of Qualitative Content

Vanessa Lim

Project Associate

Ilona Lyubashevsky

Director of Marketing

Sailaja Mantripragada

Senior Power Platform Architect

Tobin Massie

Business Development Manager

Kelly McKinsey

R&D Technical Writer

Joan Singer

Tax Credit Advisor

Christina Singh

R&D Technical Writer

Tanja Spivey

Director of Tax Incentives

Jayme Taverna

Financial Analyst

Aarushi Toebben

Project Associate

Linh Tong

Project Associate

Sara Beth Watson, CPA

Director of Operations

Chris White, CPA

Financial Analyst

Stephen Whiteaker, CPA

Director of Controversy

2020 - 2023
Repeat Honoree
Financial Times
America's Fastest Growing Companies
2019 - 2023
Repeat Honoree
Inc. 5000
America's Fastest Growing Private Companies
2022 - 2024
Platinum Sponsor
TEI (Tax Executives Institute)

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