Jeneanne is a licensed attorney admitted to practice in Illinois and Michigan state courts, the United States District Courts for the Eastern and Western Districts of Michigan, and has admission pending in Texas state court. Jeneanne received a Bachelor of Arts in History and Sociology from the University of Michigan and a Juris Doctor from Emory University School of Law in Atlanta, Georgia. Jeneanne received an award as a Top 10% Oralist and the Student Writing Award for the President’s Commission on the Status of Women for her paper published at American University.
Jeneanne first practiced family law litigation at a prestigious boutique law firm in Chicago, Illinois. She later moved to Houston, Texas to work for a national tax consulting firm where she focused on Research & Development (R&D) Tax Credits and the Employee Retention Credit. During her seven-year tenure as a Senior Consultant, Jeneanne conducted over 500 R&D and Employee Retention Credit Studies and delivered over $65 million in tax credits.
Brett earned a Bachelor of Science in Economics from Brigham Young University and a Masters in Accounting (MAcc) from the University of Nevada – Las Vegas. During his tenure as a public accountant at Eide Bailey, Brett specialized in audit services and budget analysis. Brett has significant experience with identifying risk assessments and compliance issues for clients. Brett has also served as an external Chief Financial Officer for several businesses where he helped maximize each company’s financial strength and oversaw financial planning and taxation issues.
Since April 2021, Brett has focused on mastering the Employee Retention Credit. In addition to identifying and substantiating these credits, Brett helps businesses understand the impact these credits can have on the company’s financial health.
Ashlee is a licensed attorney admitted to practice in Oklahoma and South Carolina state courts, the United States Tax Court, and the United States District Court for the Western District of Oklahoma. She has also been accredited to represent claimants before the Board of Veterans Appeals. Ashlee received a Bachelor of Arts in Letters and a Juris Doctor from the University of Oklahoma.
Following graduation, Ashlee co-founded the law firm Stewart & Crouch. She also served as Assistant City Attorney for the City of Tulsa. With a greater understanding of the difficulties clients face in resolving legal matters before a government entity, Ashlee joined one of the largest tax resolution law firms in the country to help clients resolve tax controversies before the IRS. Most recently, Ashlee worked at Deloitte Tax LLP. Since the eve of the CARES Act being signed into law on March 27th, 2020, Ashlee has been focused almost exclusively on the Employee Retention Credit, assisting clients claim more than $165 million in credits.
Travis earned a Bachelor of Science in Accounting from Brigham Young University. Following graduation, Travis worked for a national tax firm, Andersen Tax in San Francisco, California. For seven years, Travis provided accounting services for private-practice doctors at his previous firm, Thomas Doll CPAs, based in the San Francisco area.
In early 2021, Travis began extensive research into the criteria to qualify for the Employee Retention Credit. He built an efficient workflow and has trained teams to calculate and substantiate these credits. Travis has worked directly with the IRS to ensure clients receive the full credit to which they are entitled.