Our Mission

Our nation was built on innovation. The R&D Tax Credit was enacted to ensure continued technological advancement for the growth and prosperity of industry, and this great country.

Our mission is to ensure our clients get all the credit they deserve in pursuit of their own innovative advancements.

R&D Tax Consultants Jason Massie and Peter Green

Our Company Story

After 20 years working with Big 4 CPA firms and national law firms, Jason Massie formed an independent R&D Tax Credit firm in 2004 - MASSIE Law Firm LLC, specializing in the finer points of R&D Tax Credits and assisting companies with R&D controversy issues. In 2014, Jason joined forces with Peter Green, a tax credit expert in the area of activity-based credits, to bring a new approach to R&D Tax Credits and form MASSIE R&D Tax Credits LLC.

Together, they studied over 200 companies to see how the R&D tax credits process was managed. They discovered what worked and what didn’t, and how some companies achieved significantly better results compared to others. Jason and Peter determined best practices from some of the top companies in America who handle this credit internally and found that most who handle it successfully in-house do not operate in the same way as large CPA and consulting firms. Armed with this best practice data, they created The MASSIE Method - an innovative approach to the R&D Tax Credit, which they now provide to their clients to make this complex process easier and more effective.

MASSIE’S quest for new technologies, tools and best practices is ongoing. They created and host the MASSIE Roundtable Series, a quarterly best-practice forum of industry leading companies that typically claim in excess of $10M annually from the credit. The MASSIE Roundtable Series was born out of the desire to share their knowledge and to learn new ideas and current developments about the R&D Tax Credit.

Meet Our Team

JasonMassie

Founder and President

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JasonMassie

Founder and President

As Founder and President of MASSIE R&D Tax Credits, Jason is responsible for the quality, consistency and integrity of our tax credit service offerings. He heads the Delivery Team at MASSIE and leads all Architecture and Controversy Phases for clients across the United States. He received a B.S. in Accounting from Christian Brothers University and a law degree from the University of Memphis. He was first introduced to R&D Tax Credits during his time at a Big 6 accounting firm in Washington, D.C. Over the next few years, he led Big 4 and law firm practices in managing many types of federal and state tax planning, credits, incentives and other cash flow strategies. He is widely recognized as an expert by his peers in the R&D Tax Credit and R&D Expenditure areas, with frequent speaking and writing engagements.

In Jason’s free time, he transforms from a Founder and President to an endurance enthusiast. He has competed in over 40 marathons and six Ironman Triathlons. His favorite races include the Honolulu, Boston, Chicago and NYC Marathons and Ironman Wisconsin and Chattanooga.

"I've embraced the endurance lifestyle for over 25 years now, and I really enjoy being fit. The exercise time is a great stress reliever and is when I think, pray and solve problems."

PeterGreen

CEO

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PeterGreen

CEO

Responsible for the company’s vision, growth objectives, and client experience initiatives, Peter brings impressive experience to MASSIE. His career in the tax credit industry began in 2001. In 2007, he became President of WALLACE. Implementation of his own improvement initiatives and ideas grew the company at a rapid rate over several years until it was noticed and acquired by ADP in 2011. Peter’s expertise and detailed understanding of the tax credit industry is acknowledged by his service as a former member of specialty taxation committees for both the Georgia Chamber of Commerce and the Georgia Economic Development Association. He is also a frequent speaker on tax credit policy and best practices nationwide.

Born, raised, and educated in Dublin, Ireland, Peter has been a Georgia resident since 1993. Despite his Irish upbringing, he can cook an incredible southern BBQ. Peter also enjoys playing his guitar and singing. When he’s not BBQ’ing or performing, you can find him on the golf course!  

BarbaraSchroeder

Director of Operations

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BarbaraSchroeder

Director of Operations

Barbara is our Director of Operations and Lead Strategy Advisor, in charge of efficiency of operations, processes, and project teams. She liaisons with the Founder, Directors of Tax, and Analysts to ensure that work is scheduled properly, teams are operating efficiently, and projects are completed on time. She holds a B.A. in Health & Society from Brown University, an M.S. in Health Policy & Management from Harvard University School of Public Health with concurrent coursework at Harvard’s Kennedy School of Government and the Harvard Business School. She has nearly 29 years of experience in overseeing large project teams and clients and served 12 years as the Executive Associate Dean and CFO of Emory University School of Medicine. Barbara brings exacting attention to detail, strategic planning skills and operational improvement to our team.

Although born in the U.S., Barbara spoke only Spanish until the age of six and still speaks Spanish fluently. When she’s not working, she enjoys spending time with her teenage daughter and their new puppy. She also loves cooking, traveling, and devoting her time to multi-year cross-stitching projects.

Sara BethWatson

Director of Tax Credits

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Sara BethWatson

Director of Tax Credits

In the role of Director of Tax Credits, Sara Beth is responsible for engagements from start to finish. She takes a hands-on approach to manage each engagement through every step, ensuring the efficiency and quality that MASSIE clients have come to expect. After receiving a B.B.A. at Emory’s Goizueta Business School, she continued her education with a Masters of Accountancy from the University of Florida. Her career began at Grant Thornton, where she spent ten years in public accounting. The majority of her work has been in R&D Tax Credits while gaining valuable experience with Section 199 - Domestic Production Activities Deductions and other credits and incentives.

 Sara Beth loves practicing yoga, playing tennis, vegetable gardening, and chasing after her kids.

ElaineGuan

Director of Tax Credits

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ElaineGuan

Director of Tax Credits

As a Director of Tax Credits, Elaine oversees engagements from the architectural phase of a project to the final report delivery. She holds a B.A. in Economics from Wilfrid Laurier University and is a member of the Chartered Professional Accountants of Canada. She has spent more than 25 years focused on Finance and Accounting in the high-tech industry. Her early career years were in progressive Finance Controllership roles while living in Canada. In early 2000, she relocated to the United States and joined a high-tech start-up company where she had her first introduction to the world of R&D finance. Since then, Elaine has held senior finance roles for large corporations including Siemens, Nokia Siemens Networks, and ARRIS Group.

Elaine has a case of wanderlust and enjoys traveling around the world, immersing herself in different cultures and food. She also enjoys spending time with her friends and family when she’s not off on an adventure!

ColetteGagnet

Director of Tax Credits

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ColetteGagnet

Director of Tax Credits

As a Director of Tax Credits, Colette manages projects from the initial planning stages through the final report delivery. To ensure efficiency and quality, she takes a personalized approach to manage each aspect of the engagement. After receiving a B.S. in Accounting at Louisiana State University, she continued her education with a Masters of Tax Accounting from the University of Alabama. Her career began at Grant Thornton, where she split her time between R&D Tax Credits, Accounting Methods, and Mergers and Acquisitions. After nine years in public accounting, Colette moved in-house with Cognizant Technology Solutions where she managed internal efforts related to the company’s US and UK R&D Tax Credits, in addition to their global acquisition efforts.                                                                                                                                                             
Being based in Denver caters to Colette’s love of the great outdoors. When not exploring the mountains, Colette can be found running after her two kids and fur child, volunteering in the community and cheering on her Tigers.

SaraBacchus

Director of Business Development

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SaraBacchus

Director of Business Development

Most tax departments struggle with efficiently capturing their R&D tax credit. As Director of Business Development, Sara engages Tax Executives to establish if MASSIE’s methodology to an R&D tax credit study will streamline their internal process so they can refocus their time and money to other core competencies. Understanding the spectrum of challenges organizations face with managing this process, combined with an arsenal of best practices to overcome them allow Sara to introduce customized, consultative solutions that make the process easier for tax departments, Subject Matter Experts and under audit. After graduating from Clemson University, Sara has spent her career in various aspects of business development with 16 years at ADP before joining MASSIE in 2016.

Sara loves being outside, volunteering at her children’s school, going to soccer games, reading, traveling and laughing.

TanjaKurtz

Director of Tax Incentives

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TanjaKurtz

Director of Tax Incentives

In her role as Director of Tax Incentives, Tanja is responsible for all aspects of MASSIE's state incentive engagements and applies her expertise in the area of R&D tax credits. She received a B.B.A. from Georgia State University where she graduated Cum Laude. Tanja spent more than 8 years at ADP, most recently as Tax Manager, where she worked with clients from a wide range of industries. She oversaw the credit calculation process and focused on credit maximization for large, strategic clients specifically in the Southeast. Tanja has a wide knowledge of complex tax situations that can impact credits (M&A) and is considered a Subject Matter Expert for credits in Georgia, South Carolina, and Tennessee. With experience on more than 500 SE credit projects, Tanja has successfully secured over $130 million in credits for her clients.

Tanja moved to the US from Bosnia when she was 12 years old and loves living in Georgia. She remains very close to her extended family, which includes 25 first cousins, even though most live overseas. In her spare time, she enjoys walking her dog and supporting her daughter in cheerleading and piano.

LauraOlsen

Director of Tax Credits

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LauraOlsen

Director of Tax Credits

As Director of Tax Credits, Laura specializes in R&D tax credits across several industries, including software, manufacturing, food and beverage, and bio-services. Her experience includes federal and state R&D calculations, qualified research activities and cost analysis, contract reviews, and FIN48 analysis. She began her career in private wealth management and while she enjoyed consulting individuals through life events, she found her passion for adding value for corporate clients and decided to pursue a career in tax. Further, she fell in love with R&D tax consulting after being first introduced during her time at Grant Thornton. Laura holds a B.A. with a double major in Accounting and Marketing from Fort Lewis College and an Executive MBA from Colorado State University.

Laura is a fifth-generation native to Colorado and spends her free time sharing her love of the mountains with her two kids. When she’s not in the mountains, she can be found in her garden or volunteering through the Rotary Club of Golden.

JackieJansen

Senior Technical Writer

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JackieJansen

Senior Technical Writer

Jackie provides stellar customer service to our clients by taking an active role through the entire process; from conducting due diligence and market research for potential clients to analyzing clients’ survey data and final reports. She has a keen interest in technical writing, copy editing, and compiling our clients’ data into meaningful final documents.

She graduated with a B.A. in English from DePaul University and continued her education with an M.B.A. from Lake Forest Graduate School of Business. Her career began in the healthcare industry, working for Baxter Healthcare in technical product support and corporate marketing for eight years. She went on to Discover Card where she spent another eight years in marketing and new business development roles. After taking some time to be a full-time parent of two daughters, she joined MASSIE as a Project Analyst.

A yogi in her spare time, she is active in her daughters’ school and PTA activities during the weekday and enjoys weekends with friends exploring Hill Country wineries.

MikeLenczewski

Technical Writer

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MikeLenczewski

Technical Writer

As a Technical Writer, Mike’s work at MASSIE focuses on the qualitative side of the R&D tax credit. This means extracting meaningful project detail from subject matter experts and analyzing it to craft comprehensive memos that highlight qualifying research and development activities. He also conducts extensive research on clients, industries, and relevant technology.

After obtaining B.A.s in Philosophy and Hispanic Studies from St. John’s University in Minnesota, Mike worked in the U.S., China, and Japan as an English instructor and technical writer. He has a total of six years of professional experience writing in a technical capacity.

Mike grew up in Minnesota but now resides in Los Angeles, where he finds there is less snow and more to do. He’s an avid fan of all things comedy, particularly Seinfeld, as well as watching films, reading books, and hiking. He also loves learning languages and traveling, and speaks Mandarin, Spanish, and Japanese.

AngelaCordle

Project Analyst

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AngelaCordle

Project Analyst

As a Project Analyst, Angela is responsible for contributing to our tax credit research, analyzing client data, and compiling data for our final reports. Angela graduated with a B.S. degree from Western Kentucky University in 2007 and began her career as an account manager serving for two years. Angela found her niche as a data analyst with Service Source, where she managed their VMware accounts for three years.

Angela is fluent in American Sign Language. She loves her dogs, spending time outside with her family, and is a self-proclaimed shopaholic when it comes to her little girl – the bigger the twirl, the better!

JohnHoang

Director of Tax Credits

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JohnHoang

Director of Tax Credits

As Director of Tax Credits, John specializes in R&D tax credits across several industries, including manufacturing, software, food and beverage, and life sciences. His experience includes assisting both public and private companies in maximizing the federal and state R&D credit calculations, qualified research activities, and cost analysis. After receiving a B.B.A. in Accounting at Georgia State University, he continued his education with a Masters of Taxation degree. He began his career at PwC and subsequently at EY specializing in R&D tax credits, fixed assets, and accounting methods studies for public and private companies in various industries.

Originally from Vietnam, John moved to the U.S. with his family when he was eight years old and has been living in the suburbs of Atlanta for over twenty years. In his free time, John enjoys spending time with his wife and son, playing board games, volleyball, and tennis.

RebeccaDavis

Project Analyst

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RebeccaDavis

Project Analyst

As a Project Analyst, Rebecca is responsible for organizing, analyzing, and managing project data. She began her career in the service industry as an administrative professional after graduating from Pensacola Christian College with a B.A. in Graphic Design. She continued to climb the professional ladder as an Executive Assistant to the Vice President of Business Development and Operations. During her two years at MASSIE, Rebecca has shown incredible resourcefulness and attention to detail that is vital to our company and to serving our clients.

In her free time, Rebecca enjoys spending time with her family, working on her artwork, gardening and staying active.

KimberlyChappell

Business Relationship Manager

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KimberlyChappell

Business Relationship Manager

Kimberly’s primary responsibility is building and maintaining relationships with personnel and key clients. She updates the CEO daily on internal operations and ensures awareness of HR and financial changes within the organization. She received a B.A. at the University of Mobile and grew her career in the music and media industry. For 10 years, Kimberly was on the executive team at Integrity Media as an Executive Assistant to the President. Her experience plays a vital role in managing and maintaining client and internal teams.

 In her free time, Kimberly enjoys spending time with her family, which just happens to include chickens, dogs, a rabbit, and a cat. When she’s not busy using her creative talents for repurposing and distressing furniture, she sings in a worship band.

The R&D Tax Credit Roundtable

Wednesday, January 29th @ 3:00pm EST

What Our Clients Are Saying

  • “Before MASSIE we had a very cumbersome and expensive R&D tax credit process. Since MASSIE took over the project our credit has increased, the cost has decreased and the feedback we have received is that the SMEs enjoy the MASSIE interaction far better. I would highly recommend that you consider MASSIE for your R&D Tax Credit project.”

    Clayton Brant SharpVice President of TaxesARRIS International plc
  • “MASSIE's experts worked hand-in-hand with our tax department and SMEs to seamlessly deliver a claim larger and sooner than I expected. The MASSIE Method of putting our people first worked great for our Georgia Retraining Tax Credit and R&D Credit. Their focused expertise and documentation tools helped us know we were buttoned up. I would highly recommend MASSIE to anyone looking for a provider who under promises and over delivers.”

    Rick LynchCFOMailChimp
  • “Getting the R&D tax credits in the early stages of our small company’s growth has been a significant benefit in continuing the work.  No research, no competitive edge.  No money, no research. Thanks, MASSIE!”

    Frank KoperdaCEONextGen Technologies
  • “MASSIE was able to come in, interview people in various departments, obtain the cost information, create the necessary documents and put together a presentation binder to support the deduction that was easy to follow and understand.  When we got audited I was able to just hand the documents over to the IRS with very little commentary.  The entire credit amount was accepted.”

    Robert HowrenDirector of TaxBlueLinx Corporation
  • “We had some very difficult issues to present to IRS agents as well as the IRS National Office.  MASSIE was able to present our position in a professional manner and, with terrific knowledge of the subject matter, was able to get us excellent results.”

    Rick WiseFormer Executive Director of TaxGaylord Entertainment
  • “I have found MASSIE to be very knowledgeable with regard to the credits and helpful in assisting us to maximize benefits.  This, of course, has been welcomed by our corporate staff.  However, the attribute that sets MASSIE apart is that they work exceptionally well with our operations personnel and minimize demand on their time in quantifying and appropriately supporting our credits.”

    Jon Dickinson, P.E.,Chief Financial OfficerGeosyntec Consultants