Ross joined the firm in 2019 as a tax shareholder and currently leads its Credits & Incentives practice. He has more than 25 years of public accounting experience, including four years implementing ERP systems. Prior to joining Schneider Downs, Ross was a partner at a large, national public accounting firm.
Ross provides various credits and incentives services to companies in a wide variety of industries. These services include the research and development tax credit (federal and state), identifying Section 174 costs and employee retention tax credit incentive services.
Ross assists companies throughout the entire lifecycle of claiming and sustaining research and development credits and incentives, including estimating the benefit for any open tax periods, discussing qualified research activities with technical professionals, quantifying qualified research expenditures and Section 174 costs, calculating and documenting benefits and, if necessary, defending benefits upon examination. He has also helped numerous organizations to determine eligibility for, calculate and document their employee retention tax credits.
Ross has historically served companies in industries such as technology/software development, manufacturing, engineering/construction, banking/finance, biotech/pharmaceutical, transportation/logistics, apparel/retail and food/beverage. His knowledge and experience with tax credits and incentives helps his clients to maximize and sustain their benefits.
M.S. – Taxation, Magna Cum Laude, Robert Morris University
B.S.- Business Administration, Duquesne University
Member—American and Pennsylvania Institutes of Certified Public Accountants
Big Problem: The Tax Implications Of Overseas Valuations.
Big Thinking: $1 Million In Tax Savings.