Meet the Team
Charles enjoys explaining the R&D tax credit to anyone (really, anyone) who happens to have the fortune of asking him about it. He wants business owners to understand the credit’s potential. Having helped dozens of companies grow by enabling them to keep more money in their own bank account rather than the government’s, he wants to see the same benefit for your business as well, through appropriate usage of the R&D tax credit.
While working at PricewaterhouseCoopers LLP in Los Angeles, CA, Charles was fortunate to work with several large, high-profile Fortune 500 companies from various industries. He also worked for another CPA firm, Gatto, Pope, & Walwick LLP in San Diego, CA where he was able to engage with small and medium-sized businesses, again of various industries.
Current clientele varies in size and location, so no matter where your business is located, and from start-ups to well established firms, he’s happy to work with you. Drop him a line so he can help you understand how your business can benefit from the R&D tax credit.
Charles currently resides in Utah with his wife and two children. Sometimes he’s not looking at spreadsheets full of tax savings because his wife has pulled him outside for some fresh air, and makes him hike around the mountains. He does enjoy games of all types, reading books of all varieties, lounging around, and lunch. He’ll usually say “Yes” if you ask him out to lunch.
Jeffrey Ting, CPA
After spending 8 years in the Marine Corps and 2 trips to distinctly unpleasant desert locations, Jeff decided that he loved that profession so much that he decided to pursue a life as remotely related to it as possible. This decision led him to a bachelor’s degree in accounting at the Leventhal School of Accounting at the University of Southern California.
Upon graduating, he found himself under the employ of PricewaterhouseCoopers LLP in Los Angeles, CA. While there, he accrued compliance experience for large capital management firms for a few seasons before transferring to the specialized tax services practice where he helped clients save an aggregate of over $100 million with the R&D tax credit. His clients ranged from tech giants that reside in Silicon Valley to household entertainment names from Burbank and Hollywood.
After his 6 year tenure at PwC, he worked with Kong Basile Consulting to bring accounting and finance services to start-ups. There he became intimate with the environment in which relatively young companies operate and the backend functions that support their endeavors. He assisted with multiple functions outside of standard month to month financial statement prep and analysis such as payroll, accounts payable, accounts receivable, and cash runway analysis.
When he’s not helping companies find their footing in accounting or saving money with R&D tax credits, Jeff spends his time putting rubber to tarmac, racing time attack with his Civic Type R in Global Time Attack and Gridlife along with other local competitions.
Corey is a right-minded creative type in a left-brained technical field. This unique combination allows him to see beyond the limits of the what-we’ve-always-done mindset to expand into what could be.
After graduating from Brigham Young University with University Honors and a degree in Corporate Finance, Corey joined Johnson and Johnson’s rotational Financial Leadership Development Program in New Jersey and New York. During his five-year tenure with J&J, he worked in investor relations, external financial reporting, global R&D, manufacturing cost accounting, and capital and fixed asset management across all three business segments. Since leaving Johnson & Johnson, Corey has continued to deepen his expertise in various financial planning and analysis (FP&A) areas with deep experience in heavy industrials, such as mining and explosives, and consumer packaged goods. His 18 years of professional experience allows for cross-pollinating best practices across industries by building efficiencies through reporting, managing metrics and key performance indicators, a well-structured planning process, and ad-hoc analyses such as M&A, modeling, and proformas.
When Corey’s not a knee deep in spreadsheets, the father of three enjoys coaching the high school mountain bike team, riding his road bike, and owning two Prime IV infusion businesses with his lovely wife.
Sarah has a long history of organizational management with a background in retail and banking. She is a detail-oriented powerhouse and works expertly in coordinating with her team to create an exceptional client experience.
Having now moved back into the financial sector, she is constantly working to find businesses which qualify for the R&D tax credit.
Sarah has a Bachelor’s of Science from the University of Utah in Elementary Education. When not in the office she is spending time with her husband Jason, homeschooling her four children, and going on adventures with her family.
WHAT CAN WE DO FOR YOU?
Contact R&D Advantage today and we’ll guide you through the benefits of R&D tax credits and FP&A work. We’ll explain how these can positively impact your company, no matter its size or industry.
We develop excellent relationships with all our clients since we work together year after year. We’d love to develop that same relationship with you, and help your business grow.