Our exceptional team of accounting professionals, technical engineers and scientists provides our clients with a vast amount of collective knowledge. This is complemented by a wide range of technical expertise that includes, but is not limited to: manufacturing, chemicals, mechanical, software, food formulation, electronic, robotics, biological sciences, biotechnology, mining, pulp and paper, and environmental.
Considering most information needed for the Research Tax Credit (RTC) claim comes from our client’s engineering team, we believe it is critical to have seasoned engineers and scientist with deep R&D experience, not accounting staff, work directly with your operations team. Our engineers apply their knowledge of R&D to the discussion with your engineering team to ensure a more complete capture of qualifying activities. We minimize the interruptions to your team, generate enthusiasm for the project and identify long term project efficiencies.
Todd has over 20 years of experience in advising clients how to develop sustainable Research Tax Credit claims. Prior to DST Advisory Group, Todd held leadership positions within the Research Tax Credit practices of KPMG, Arthur Andersen, and Braithwaite Global Inc. He also served as an Executive and was on the Board of an Environmental Remediation company.
Todd received his Bachelors of Business in Accounting from Millsaps College, his J.D. from Mississippi College and his LL.M. in taxation from University of Miami. He resides in Houston, Texas.
Diane has over 10 years of experience in R&D Tax Credits, servicing Clients in both Canada and the United States. She has worked primarily with large multinational based companies to successfully claim and defend R&D Tax Credits. Throughout her career, she has worked on well over 300 claims, including Client training, full study completion, and audit defense with both the IRS and CRA.
Diane holds a B.Sc. (Hons) in Chemistry, and a certification in Metallurgy – Iron & Steelmaking. She is also a patented co-inventor, in the field of Structural Engineering. She resides near Niagara Falls, New York.
DIRECTOR OF BUSINESS DEVELOPMENT
Janet is responsible for new business development and key account management. Janet has over 20 years in client relationship management. She began her career at Arthur Andersen and has since been in business development and client service roles in IT and Finance serving clients in the following industries: Energy, Oilfield Services, Manufacturing, Distribution, Utilities, Automotive, Waste and Insurance.
Janet has a Bachelors of Science in Business Administration from Bryan College. She lives in Houston, Texas.
Pauline has 15 years of combined experience as an engineer for R&D tax credit claims as well as engineering positions for large companies. She has worked for Halliburton, Lafarge and Brown Forman.
Pauline received both her Master of Engineering and Bachelor of Science in Chemical Engineering from the University of Louisville. She resides in Houston, Texas.
Jelena has 5 years of experience in accounting and data analysis. Prior to joining DST Advisory, she worked for VIP Medical, Inc. and ABM Industries.
Jelena received her Master in International Business degree from Grenoble Graduate School of Business in London and her Bachelor in Economics from Belgrade Banking Academy in Belgrade. She resides in Houston, TX.