Our Mission is to assist small and medium sized businesses in attaining cash incentives from federal and state governments.

Small and medium size businesses have historically shaped America’s economic landscape.  We’re committed to helping all 30 million+ businesses in the US get back what they’re owed so they can keep pushing us forward as innovators and job creators.

We put over 300 combined years of business and accounting experience to work for you.

"We know business."

From growing start-up companies into multi-million dollar enterprises to turning challenged businesses into profit centers, our executive team has walked in your shoes as entrepreneurs and long-term business managers. We are no strangers to the risks and the rewards of success.

"We know accounting and tax code."

Our CPAs and attorneys are world-class experts in tax code, compliance, and research and development credits and rebates. From MIT, Fordham, Georgetown, Leeds, Deloitte, Price Waterhouse, and other prominent institutions, we have assembled a team with diverse experience leading to a 100% success rate for our clients.

"We see your business as if it were our own."

You have put a lot of time, effort, and sweat equity into building your business into what it is today. We not only respect that, we believe you are the backbone of America’s economy, employment, and future economic growth. Every recommendation we make is taken with the same care as if it were our own company.

Innovation Refunds

Jack Makler

Patricia S.

Julie Noda

Sabina Gilman

Owen Squires

Nathan Lightner

Matthew Makler

Justin Godwin

Jonny Carlson

Jason T Allen

Georden Salazar

Cody Chandler

Carlos A. Conrado

Billy Palmquist

Ashley R

Ashley Ray

William Morales

Kevin Woodhouse

Austin Becthold

Aranda Thompson

Lisa Morgan

Michael Dinos

Heidi Scholer

Cody Wiedenhoff

Cesar Riano

Corey Bailey

John Eining

Aaron Barker

Eunie Lee

Garrett Whisnant

Kara Hanlon

Ashley Schoonover

Chase Pals Csm, Sa

Chad Sinclair

Jack Makler (Jmak)

Hannah L.

The Data Management and Analysis team at Innovation Refunds is responsible for harnessing and analyzing data to identify opportunities for small and medium-sized businesses to unlock cash incentives. This team leverages market research, data engineering, and advanced analytics to develop insights that drive strategic decision-making, enhance operational efficiency, and optimize client outcomes. By ensuring accurate data management and implementing innovative AI solutions, they play a crucial role in supporting the company's mission to empower businesses with the financial resources they deserve.

Data Management and Analysis

Sales and Client Success

Finance and Compliance Team

Leadership Team

Data Management and Analysis

About

Team members

Other teams at Innovation Refunds

Sales and Client Success

Finance and Compliance Team

Leadership Team