Why We Love MASSIE

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.

Today, MASSIE are industry leaders in Best Practices for the R&D Tax Credit, providing Innovative solutions for companies throughout the United States. Our Quarterly R&D Best Practice Roundtable brings together over 200 tax directors from top companies to form an R&D Tax Credit community that share knowledge and best practices of this tax credit.

In 2019 MASSIE was named as one of Americas Fastest growing private companies by Inc Magazine.

In 2020 MASSIE was named as one of Financial Times top 500 fastest growing companies in the Americas.

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 eight 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.

JillianHolmes

Marketing Coordinator

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JillianHolmes

Marketing Coordinator

Jillian is a passionate marketer who loves to find a solution for every challenge. As the Marketing Coordinator, she is responsible for the planning, strategy and execution of marketing initiatives for MASSIE.

Jillian has more than 10 years of B2B marketing experience. Jillian has overseen and helped drive the success of numerous marketing campaigns, sales initiatives, content development efforts, and lead generation activities for companies spanning multiple industries and sizes. With specialties in content writing, webinar and event strategy, and data-driven inbound and outbound marketing strategy, Jillian brings a wide range of expertise to every project she works on.

When she’s not living and breathing marketing, she’s spending time with her family, working out at Orangetheory fitness, trying out Pinterest projects, or watching HGTV for new design inspirations.

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!

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.

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.

PaigeRiordon

Director of Tax Credits

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PaigeRiordon

Director of Tax Credits

As Director of Tax Credits, Paige uses her 15 plus years of research tax credit experience to collaboratively develop a research credit process that is customized for each company. Paige’s hands-on approach to managing each engagement allows clients visibility from the architecture phase through the delivery of the final report. After graduating from East Carolina University with her Masters of Accountancy, Paige joined EY. During her years of client service at EY, Paige helped clients with US federal income tax planning engagements, particularly around the research credit, tax accounting methods, capitalization, inventory, and transaction costs

Paige loves the outdoors, whether at the beach, snow skiing, or watching her three boys play soccer and lacrosse.

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.

JoannaBarnes

Project Analyst

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JoannaBarnes

Project Analyst

In her role as a Project Analyst, Joanna brings a keen attention to detail and skilled financial analysis to each client engagement. Joanna spent 10 years at ADP, most recently as a Tax Manager where her strength in building strong client relationships was key to the successful management of federal and state credits for 30+ clients in varied industries. Joanna is known for her strong client review skills and ability to proactively communicate throughout each engagement.

Joanna moved to the US after graduating from the University of Gdansk in Poland. In her free time, she enjoys spending time outdoors, capturing photographs of beautiful Florida sunsets, reading, and doing arts and crafts.

JohnHoang

Project Analyst

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JohnHoang

Project Analyst

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.

LaurenPearlman

Project Analyst

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LaurenPearlman

Project Analyst

As a Project Analyst, Lauren specializes in R&D tax credits across several industries, including mining and metals, manufacturing, food and beverage, and software. After receiving a B.S. in Accounting at Florida State University, she continued her education at Florida State to receive a Master of Accounting. Lauren began her career at EY, where she spent over four years in public accounting.  While at EY, she worked in their Central region Tax practice specializing in various federal tax planning strategies, including accounting methods and R&D tax credits.

Originally from New Jersey, Lauren now resides in Miami, FL.  In her free time, Lauren loves to spend time with family and friends, play board games, venture out to new restaurants, and bake desserts. If she is testing out a new dessert recipe, there is a strong possibility that chocolate is involved.

 

JackieJansen

Senior Technical Writer

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JackieJansen

Senior Technical Writer

Jackie is passionate about providing great customer service and exacting attention to detail. As our Senior Technical Writer, she artfully blends the two to capture meaningful project details from our Innovation Questionnaires and develop comprehensive narratives of client's qualifying technical activities. Jackie graduated with a B.A. in English from DePaul University and earned an M.B.A. from Lake Forest Graduate School of Business. Her career began in the healthcare industry at Baxter Healthcare where she worked in technical product support and corporate marketing roles. She then joined Discover Card where she spent eight years in marketing and new business development. After taking some time to be a full-time mom to her two daughters, Jackie joined MASSIE as a Project Analyst.

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

CATESTEWART

DIRECTOR OF TAX CONTROVERSY

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CATESTEWART

DIRECTOR OF TAX CONTROVERSY

As Director of Tax Controversy, Cate is responsible for resolving R&D controversies for our clients in addition to supporting engagements from planning to delivery. She received a B.A. from Brown University, a J.D. from American University, and earned a Master of Laws in Taxation from Georgetown University while starting her career at EY. Cate spent over five years at EY working in their National and Central region Tax practices specializing in various federal tax planning strategies, including the research credit.

 

Cate resides in Charlotte, NC, and in her free time, loves to get outside with her family, travel, and sweat out stress in indoor spin classes. Her favorite spin location is SoulCycle in South Beach Miami.

DanielMansfield

Director of Strategy Consulting

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DanielMansfield

Director of Strategy Consulting

As Director of Strategy Consulting, Dan consults on projects from the initial planning stages through the final report delivery, ensuring the efficiency and quality that MASSIE clients have come to expect. After receiving a B.S. in Accounting and Finance from Illinois State University, Dan spent more than 30 years as a CPA and former Senior Tax Consultant in Caterpillar’s Global Tax Data, Technology and Strategy Group where he specialized in leading technology-focused projects, including database applications, tax system implementations, and data migrations. Over the years, Dan has provided leadership and extensive expertise in building a best-in-class Tax R&D reporting process. He combines flexibility and creativity infused with process excellence to meet and exceed client and corporate goals. 

 Dan resides in Peoria, Illinois, and in his free time, he likes to hike, bike, travel, and spend time with his wife, Monica McGill, and their two dogs, Coco and Benny. 

KrisDeMonte

TAX CREDIT ADVISOR

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KrisDeMonte

TAX CREDIT ADVISOR

Kris is an enthusiastic sales leader who is passionate about embracing every challenge as an opportunity. As the Director of Sales, she is responsible for the creativity, planning and execution of sales initiatives for MASSIE.

Kris earned her B.S. in Health Care Administration from SUNY at Fredonia. She began her career in sales and never looked back. She has more than 20 years of sales experience ranging from healthcare, B2B, B2C, and various other industries. Kris has overseen successful sales teams through training, developing, leading by example, lead generation strategies, and coaching top talent. She has an immense drive to succeed and has been called a “natural born sales leader”.

When she is not immersed in selling, she’s spending time with her 2 rescue dogs, 5 nieces, enjoying road trips to upstate NY to visit family and friends, as well as enjoying the beauty of South Florida, where she currently resides

JoanSinger

TAX CREDIT ADVISOR

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JoanSinger

TAX CREDIT ADVISOR

Joan has worked in the field of tax credits for over 25 years. She specializes in sales and is a strong believer in the power of positive thinking in the workplace. She works with honesty and dedication to be successful in her position. Developing relationships is the foundation of everything Joan does professionally and personally.

Joan 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.

  • "Statue of Liberty" award for project in assisting New York Telephone Company
  • “Teamwork Award” at ADP for exceeding expectations with exceptional service
  •  President's Club at ADP

Joan’s passion is spending time with her 5-year-old grandson. Her interests and hobbies are cooking and saltwater fishing.

NancyDavila

Tax Credit Advisor

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NancyDavila

Tax Credit Advisor

As Tax Credit Advisory, Nancy is responsible for reaching prospective new clients to educate and execute sales of various tax credits for MASSIE. She has over 30 years of experience in the financial services industry with expertise in municipal bond underwriting, secondary market strategist, portfolio management, client services, and managing inside sales initiatives. As a member of the senior management team, Nancy was referred to as the “go-to” person when delving into new markets. She also thrived on networking and cross-selling products to maximize referrals into new accounts. She has 10 years of experience in B2B sales in her later years in which she thrived.
During her free time, she spends time with her family. She also loves gardening and cooking for everyone.

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 Best Practice Roundtable

Wednesday, December 8th @ 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 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
  • “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
  • “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
  • “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