Meredith helps clients leverage tax credits to save money. She uses her technical knowledge of federal, state and international tax law to work closely with clients to identify and implement tax savings strategies. Her specialties include Federal and state R&D tax credits, R&D tax credit audit defense, Canada’s Scientific Research and Experimental Development (SR&ED) tax incentive program, and tax credits for companies operating in the United Kingdom, and specialty tax credits.

Matthew has over 20 years of payroll and payroll tax compliance experience, with 8 years in the PEO industry. He has a BBA in Accounting and Communications from Eastern Michigan University and holds both a Certified Payroll Professional (CPP) and Canadian Payroll designation from the American Payroll Association (APA).

Luke is a Group Product Manager with 15 years of experience in technology, specializing in payroll and tax. He holds a degree in accounting and began his career in tax before pivoting to tech. Luke has a proven track record of delivering innovative solutions that meet customer needs and drive business growth. With in-depth knowledge of the industry, Luke is passionate about simplifying complex processes for businesses.

Maria has spent over 10 years working with private companies at a Big 4 Accounting firm and is passionate about helping SMBs gain access to the same knowledge and resources that large companies have. Maria holds a Master of Accounting from University of Hawaii, a Masters in Product Management for Maryland Institute College of Art, and Master of Taxation from NYU School of Law.