NSA Partner Highlight with ADP: Research and Development Tax Credits (1 CPE Credit)

Michael is a proven leader, certified public accountant and seasoned tax professional with 15 years in public practice combining traditional tax compliance, planning and consulting skills spanning  more than  three decades of total experience. He has served  a wide range of clients with his complementary skill set in data analytics, accounting, tax compliance, and tax provisions. He also maintain strong skills in budgeting, finance and general operations leveraging current methodologies from professional best practices, educational background and related work experience. He has extensive knowledge in both statutory credits and negotiated incentives for expanding companies nationwide across various industry sectors including an in-depth knowledge of the expanded Research & Development Credit under the P.A.T.H Act of 2015. 

Michael actively participates in ADP’s corporate initiative to establish strategic alliances with key business partners to deliver expanded service offerings that are complementary to ADP’s Tax Credit Services business unit.  These partnerships includes offerings in research & development credits, property tax, sales & use tax and solar credits.  Using new data analytic tools and information, he continues to consult a broad range of industries on opportunities to maximize available tax and financial benefits applicable  to businesses through statutory credits, grants, and other cash and non-cash incentives.

Education & Affiliations:

•Board Member / Treasurer – Georgia Society of CPAS (GSCPA)
•Member – National Association of Tax Profeesionals(NATP)
•Member – American Institute of Certified Public Accountants (AICPA)
•Member – Georgia Chamber Innovation & Tech Committee
•Member – Healthcare Financial Management Association (HFMA)
•Certified Public Accountant – Georgia
•Education – Mercer University (BBA & MBA) and Georgia State University (MTx)

Jamie Noriega has 20 years of experience in leadership, sales and channel strategy. As the West Region leader, she develops and implements processes to best serve ADP’s tax credit clients and business partners. Jamie has her MBA in Leadership from Pepperdine’s Graziadio Business School. 

Joseph Fellows has 7 years of experience in leadership, sales and channel strategy. He partners with the accountant/tax advisory community to offset tax liability for their clients using the R&D Tax Credit. He specializes in helping clients determine eligibility for the R&D Tax Credit and its utilization.