Bill is a shareholder of the firm and the managing director of our national tax credits and incentives practice , serving our CPA and client relationships across the US. Bill has helped hundreds of our clients claim hundreds of millions of dollars in R&D tax credits.
Prior to joining Tax Point Advisors, Bill served in several leadership accounting and tax roles in industry over the past two decades, particularly in technology and manufacturing sectors. He began his career at software developer SolidWorks Corporation. Over the years, he continued in senior operational and financial roles for high-profile technology companies, including Uniform Information Services, Computer Science Corporation and Philips. Bill’s most recent position, before joining Tax Point Advisors in 2009, was as controller for Yushin America, a manufacturing and engineering robotics company.
Bill has a Bachelor of Science in finance from Worcester State College. He is certified in Oracle ERP Systems.