Since 2006, Travis has driven significant tax savings through R&D tax credits for clients nationwide. He serves the technology, life sciences, manufacturing, food, agriculture, and professional services industries.
Travis brings extensive experience supporting clients during federal and state tax exams and appeals, keeping pace with evolving tax code, regulations, case law, and administrative guidance related to Sections 41 and 174.
A technical leader, he builds high performing teams tailored to clients’ industries and collaborates with our broader credits and incentives group to support clients in pursuing their financial and growth objectives.
- New IRS Research Tax Credit Rules Sparks a Tax Season Scramble, Bloomberg Tax, author, 2025
- R&D Expert: Capitalization, Amortization Requirement Hurts Smaller Businesses, Thomson Reuters, author 2024
- Future-Proofing Your Financial Planning: Adapting to Potential Tax Policy Shifts in the Election, FEI Sacramento, presenter, 2024
- The Research Credit Refund Claim Directive 2 Years Later, 9th Annual Research & Development Tax Credit Symposium, Morgan Lewis, presenter, 2023
- Capitalizing R&E Expenditures Is Odd for Many Reasons, 39th Annual TEI-SJSU High Tech Tax Institute, presenter, 2023
- R&D Credit, Titans of Tax Tour, CalCPA TaxTrek Conference, presenter, 2021
