He has managed research credit studies for many Fortune 500 companies in various industries, representing hundreds of millions of dollars in tax credits and refunds. His primary expertise is helping clients claim and defend the federal and state research tax credit. As a former Big 4 Senior Manager and Fortune 500 Senior Tax Manager, Steve has over eighteen years’ experience conducting research tax credits, including documenting and claiming the credit, defending the claimed credit under audit, and reviewing the claimed credit as part of the FIN 48 process. Steve has built a methodology to capture qualified costs by projects for business with thousands of projects. Additionally, he has extensive experience with the IRS and state audits, appeals and settlement processes, with an audit acceptance rate of 98.5%. Steve also has extensive experience, knowledge and success handling large pre-filing agreements.