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Doug is a Principal at Apex Advisors. He split his 20 years of accounting experience between Arthur Andersen and Deloitte & Touche, managing several groups that served Fortune 500 clients. With extensive knowledge of tax credits and tax principles, Doug advises clients on best practices and ensures compliance and quality control across Apex Advisors' services.

John leads and manages multiple operations of Apex Advisors' tax practice. He has over 10 years of experience as a financial auditor and tax attorney. His prior experience at the IRS Examination Division and Office of Chief Counsel provides our clients with invaluable insight and ensures legal compliance across every tax credit project.

David is a Principal at Apex Advisors with more than 20 years of accounting and financial auditing experience. He spent 11 years in management positions at Ernst & Young and Deloitte & Touche, becoming a key manager in their R&D tax credit division. David oversees all R&D tax credit activities for Apex Advisors.

David has a professional career working with legal, financial and creative professionals across companies ranging from traditional manufacturing to high-tech startups and Fortune 500 firms. He applies his legal, project-management and Lean Six Sigma black-belt knowledge to identify how incentives relate to each client's specific needs.

Annika leads tax controversy at Apex Advisors and specializes in analyzing a company's qualifying R&D expenditures to develop effective tax credit strategies. With over 10 years of experience, she spent several years as in-house counsel for Qwest Communications, handling matters from international telecom actions to patent infringement.

Our Engineering Team consists of licensed engineers experienced in civil, environmental, mechanical and electrical engineering, and contracting. They interview our clients' key personnel to identify R&D-qualified activities and analyze projects from a technical level, providing an expert assessment of the qualification and quantification of tax benefits.

Our PAD Team ensures accuracy in computing the R&D tax credit by applying Apex's distinctive PAD method — meticulously capturing R&D expenses down to specific phases and activities. The IRS has specifically complimented our PAD method as the “best methodology,” yielding a maximized, substantiated benefit that significantly reduces audit risk.

Our Tax Controversy Team consists of legal associates and former IRS officials who provide counsel throughout the project lifecycle — from contract review to audit defense. Several hold LL.M degrees in taxation. In the event of an audit, our tax lawyers advocate on behalf of our clients in tax court.

A designated processing team for clients in the manufacturing industry. Well-versed in the technical characteristics of manufacturing, the team expertly identifies qualified activities for our manufacturing clients in order to maximize their benefits.

A designated processing team for the architecture, engineering and construction (AEC) industries. Comprised of our Engineering and PAD teams plus LEED-credentialed professionals, the AEC team thoroughly qualifies and quantifies R&D and 179D tax benefits for AEC clients.

A designated processing team for the software industry, with focused experience performing R&D tax credit studies for software and technology companies. The team understands the full software development lifecycle — from design and development to testing — and accurately pinpoints qualified activities within each phase.