Our Company

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."

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!  

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.

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.

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!

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.

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.

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.

As Director of Business Development, Jerry works with tax executives across the nation to show them the benefits of utilizing the R&D Tax Credit Industry Success Model. Jerry’s role is to help Enterprise sized organizations maximize their R&D credit while minimizing the burden. Each client will benefit from a customized program designed to fit their needs.

Prior to working at MASSIE Jerry experienced over 10 years of successful selling at both Paycor and Avalara specializing in sales tax compliance and payroll tax efficiencies. Jerry was attracted to MASSIE knowing that bringing a more efficient, easier and more sustainable process for the R&D tax credit was something that the tax world was in need of.

Outside of work, Jerry enjoys spending time on the baseball field coaching his son Logan.  When not on the baseball field you can find Jerry and his family traveling the US to watch their team, the New York Yankees.

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.

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.

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!

As a Project Analyst, 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.

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.

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.