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.
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.
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.
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.
DIRECTOR OF BUSINESS DEVELOPMENT
Chuck Badics has over 15 years’ experience in compliance and taxation. He worked for 10 years at Thomson Reuters focusing on corporate taxation. Chuck then moved to a role as a corporate consultant helping accounting firms improve efficiency and profitability. At ADP Chuck worked extensively with large public accounting firms to help their clients with matters of taxation, employee benefits and insurance.
Chuck graduated from Central Michigan University with a Bachelor’s of Science degree and lives in Plymouth, Michigan.
Kyle has over 15 years of professional experience in an extensive range of fields, such as, oil and gas, commercial diving, utilities engineering, manufacturing, quality, and product development.
Before joining DST, Kyle was with General Motors where he worked in Production Engineering at CAMI Assembly’s body shop, Milford Proving Grounds with the Red X Group as a Technical Problem Solver, and at Warren Technical Center as a Lead Engineer for Global Audio Systems.
During his time at the University of Windsor, Kyle worked in academia, as a Research Assistant in the Faculty of Engineering, where he published research and multiple conference papers.
Kyle has worked in many capacities throughout his career and held various leadership positions, leading teams both domestically and internationally.Kyle has his BASc. in Mechanical Engineering.
SR. ENGINEERING ASSOCIATE
Sean is a member of Professional Engineers Ontario and has over 25 years of experience in geological and civil engineering.
He has worked as project manager for various construction projects and from 2001 to present has assisted hundreds of clients with R&D tax credit claims.
Sean has taught several engineering courses as a sessional instructor and part-time professor at the university and college levels.
Sean has been inducted into PEO’s Order of Honor as a member, honored as a Fellow of Engineers Canada, awarded as the Windsor-Essex County Engineer of the Year (2016), and presently a Warden of Camp #14 for the ritual of the Calling of an Engineer.
Sean holds a B.Sc., Geological Engineering and M.A.Sc., Civil Engineering from the University of Windsor.