The R&D Tax Credit Best Practice Roundtable: June 24, 2026 at 2 PM ET.Learn More

MASSIE R&D Tax Credits

Testimonials

“We value our continued partnership with MASSIE on this year’s study. Throughout the engagement, their team worked closely with ours to ensure a thorough and timely analysis, with responsiveness and clear communication that kept the process smooth despite coordinating across a large number of internal contacts. We appreciate MASSIE’s guidance in navigating this process efficiently.”

Jeff Allen
Senior Manager, Global Income Tax Planning
Starbucks

“I have been thoroughly impressed with Ernie and the team.  The way they have managed the work and communications has been great. This is exactly what I have been looking for.”

Orn Kong
Director, U.S. Tax Transactions
Indivior

“Our team needed a solution that kept everything securely within our own environment, and MASSIE delivered exactly that. From the start, they understood our priorities around internal data retention and designed an offering that truly aligned with our needs. The Collaboration Hub within our MS Teams environment centralized communication and documentation, giving us better visibility and control. We feel confident and in control, and we couldn’t be more satisfied with the experience and look forward to next year’s engagement.”

Cameron Blair
Senior Tax Manager
ASML

“When we started looking for a solution, we knew we needed to be more efficient. We were a two-person team managing R&D credit for the entire company, facing an upcoming audit, and struggling to gather information from SMEs in a timely, systematic way. MASSIE provided a customized solution built around tools we already had, like Teams and Power Automate. We’ve been tweaking it together ever since, and we’ve enjoyed the partnership so much that we continue to build on it.”

Courtney Martin
Director, Domestic Tax Planning
Walmart

“Catie and the MASSIE team stepped into a messy fire drill for us when we had a critical SME retire. They were able to use their wealth of knowledge, experience, and expertise to calculate our credit using a different approach. Additionally, their outstanding project management skills kept our study and tax return filing on track, and took the majority of the burden of emails, scheduling, etc. off my plate. We were so impressed and happy with the engagement, we’ve decided to bring them on to complete our full R&D study for tax year 2025.”

Josie Morris
Tax Director
Alaska Air

“The MASSIE team and the SMEs work directly together and it really helps create a very interactive environment for the study… it really has made our study very efficient. And we’ve really benefited from the time savings because we don’t want to use up a lot of SME operational time.”

Annette Toner
Director, Corporate Tax and Technology
Mativ

“My Company has been working with MASSIE R&D Tax Credits for the last 4 years. Given the technical nature to support our R&D tax credit calculations, we needed to use an external firm to assist us in maximizing our credits, both for US federal and the State of Georgia purposes. There are many accounting and specialty tax firms out there to choose from but making the decision to work working with MASSIE has been the right choice for us.

While we haven’t been without our own challenges (i.e., changes in personnel, acquisitions, etc.), MASSIE has always shown us the organization, patience, and thoroughness to help us get through this yearly exercise. Working with Elaine Guan (Project Manager) since the beginning of our engagement, she has made it as non-intrusive as possible when dealing with our internal subject matter experts. MASSIE always follows through to make sure that the documentation is complete and stands up to scrutiny from a compliance standpoint. The resulting reports and supporting documentation are easy to follow and very well organized. Overall, we could not be happier with the results.

I have no hesitation in recommending MASSIE R&D Tax Credits for anyone considering using them.”

Judd Schmid
Vice President – Corporate Controller
Vecima

2020 - 2025
Repeat Honoree
Financial Times
America's Fastest Growing Companies
2019 - 2026
Repeat Honoree
Inc. 5000
America's Fastest Growing Private Companies
Silver Sponsor
National Sponsor
TEI
Tax Executives Institute

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