ABOUT US
OUR TEAM
JOSHUA MASSOUD, J.D.
Managing Partner
Joshua Massoud is a seasoned Tax Credit and Government Incentives veteran and founding partner of Tax Credit Collective, LLC. Joshua has worked at a prestigious list of national tax and law firms throughout his career since graduating from St. Mary’s School of Law in San Antonio, Texas. With his combined technical and legal experience, he has helped manage the most nuanced of engagements across the U.S. Joshua possesses a deep knowledge of a number of tax-related services, including the Federal R&D Tax Credit, 179D, Interest Charge – Domestic International Sales Corporation (IC-DISC) and State Statutory and Negotiated Incentives, among others.
When not helping businesses capture tax credits, he is an avid bass fisherman and competitive boxer with a 9-1 record. He is husband to Jen and dad to Marleigh and Lily.
LINDSAY POLYAK
Partner
A Florida native turned Texan, Lindsay has worked with small to mid-size businesses in the DFW area since 2000. With a background in the public accounting industry, she understands the importance of helping to increase business profitability on both the top and bottom line. Lindsay has a passion for networking, connecting people, and public speaking. She partners with CPAs and helps small to midsize businesses improve their cash flow by uncovering specialized tax credits that were previously missed or under claimed.
Beyond leadership and business development, she enjoys volunteering in the education and special needs community. Her greatest personal accomplishments are being mom to Sawyer and Finn and wife to Zack.
JULIE OROZCO
Project Director
Julie has worked in nonprofit and small business operations since 2013. With a background in higher education administration, she understands the importance of working with annual timelines and staying ahead of deadlines. Julie has a passion for organizational strategy, leadership support, and efficient project management. She partners with the TCC team to streamline the preparation of tax credit studies and ensure client satisfaction.
Beyond shepherding tax credit studies, Julie enjoys classical piano music and spending time with her husband Luis and friends.
THERESA PRINCE-COLE
Qualitative Services Manager
Theresa Prince-Cole is a seasoned Technical Writer for Tax Credit Collective. She has worked with many different industries such as engineering, finance, oil and gas and technology-based firms to implement documentation software, create standard operating procedures, update procedure manuals, create technical support and user manuals and restructure engineering documentation. With the combined knowledge from the different industries and multi-disciplinary studies, Theresa has a garnered an appetite for learning and perfecting her craft as a technical writer. She has a passion for helping small to mid-sized businesses grow to their full potential.
Outside of work, Theresa enjoys spending time with her family, volunteering with the youth in her community and traveling.
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CHASE FALK
Quantitative Services Manager
Chase has been helping clients capture research and development tax credits since 2011. With a strong technical background in data processing and analysis, he specializes in the identification and substantiation of qualified expenses used in the calculation of these specialized incentives. He has experience working with companies of all sizes, from start-ups to large multiple-entity corporations, across a variety of industries including software, manufacturing, oil and gas, and finance.
When Chase is not at work, he enjoys spending time with his family, baking, and coaching his kids’ soccer teams.
JENN RIDGEWAY
Executive Assistant
Jenn has worked in supportive business roles since being hired at her first job as an administrative assistant in 2003. Not only has she worked in supportive roles for small businesses, she also owned her own successful small business. Having both the perspective of supportive business administration as well as the experience as a business owner, Jenn has crafted the ability to efficiently manage many of the administrative operations required for a team’s overall success. Jenn has a passion and drive for being the go-to resource for her team, knowing that this enables them to thrive in their roles.
When not in business mode, Jenn is an accomplished photographer and enjoys spending her free time behind a lens. Her greatest joy is being mom to her three active boys.
OUR COMMITMENT TO YOU
You need someone with experience.
Our technical tax and legal expertise has provided our clients real results. We apply a proven process to successfully identify, calculate and support the credits that our clients claim. No matter what structure or stage your business is in, we tailor your incentive strategy to claim maximum credits. And we are always on the pulse of the latest tax developments. As a result, our clients position their businesses in real time to claim all available incentives.
You need someone with a proven process.
We listen to your needs and expectations and dedicate the time needed to understand your company, industry and processes. Our end goal is that no stone remain unturned to maximize the credits you receive.
We spend time with all levels of your staff while being respectful of your limited time resources. We gather all necessary data to prepare and retain the documentation needed for a successful incentive study.
You need someone who stands behind their work.
We walk hand-in-hand with our clients through any IRS or state examinations that may take place once claims are submitted. It’s our way of making sure our clients feel confident throughout the process from the day they call us to the day their claims are approved.
Scott Engberg, VP - CHM Industries, Inc.
I spend every waking day thinking and strategizing about how to improve my products, beat the competition and lead my team. I have little bandwidth and time to process the implications and, dare I say, potential benefits of the corporate tax structure. We go to work, design industry leading products, pay our taxes and go home.
Having Tax Credit Collective on our team has opened my eyes to previously unknown tax savings that we are offered just for doing our daily work of creating new products.
Never pushy, always willing to listen and full of ideas... this is the kind of partner you want in your corner. If you own or run a business that develops products, I highly suggest connecting with Tax Credit Collective so they can help you find the money you have been leaving on the table for years.