GOAT.tax turns four decades of R&D tax credit experience into one guided platform, so businesses and CPA firms can claim the credit with less effort, more consistency, and fees that don't eat into the benefit.
GOAT.tax is powered by Source Advisors, a leading tax consulting firm providing R&D tax credits for over 4 decades. Founded on the basic principle that the R&D tax credit should be available to companies of all sizes without fees burdening the benefit.
Industry Leading
Our of professionals excels in specialty tax solutions and providing personalized guidance catered to your business.
40 Years
Our extensive demonstrates our ability to navigate various tax situations, ensuring our clients receive the best advice and support.
Diverse Business Solutions
We work with start-ups, SMBs, and large enterprises, and tailor our services to meet the unique needs of each client, regardless of their .
Trusted by leading accounting firms, industry associations, and Fortune 1000 companies.
Deb Roth, CPA, is the Practice Leader at GOAT.tax, where she brings over 20 years of exclusive focus on R&D tax credits to the forefront of the firm's services. A seasoned expert in the field, Deb has overseen more than 4,000 R&D tax credit studies across a variety of industries. Before joining GOAT.tax, she honed her expertise at PwC and another boutique R&D tax credit firm, where she developed a reputation for thoroughness and insight. Deb holds a BBA and a Masters of Accountancy from the University of Michigan School of Business. As a founding member of the National R&E Roundtable, she is deeply committed to setting industry standards and sharing best practices. Her wealth of experience and dedication to excellence position GOAT.tax as a leader in R&D tax credit consultation.
With over 25 years of experience in technology covering a large breadth of industries, Jason Wilcox consistently demonstrates innovation and leadership. Most recently Jason was the Head of Technology for Jerry, a VC backed fintech out of silicon valley, where he was responsible for architecting the technology and team behind their auto finance product as well leading the IT, Information Security, and Governance, Risk, & Compliance initiatives. Prior to that Jason served as CTO at RefiJet, a prominent auto-refinance company where he built a multi-national technology team and orchestrated the development of an industry leading refinance and loan origination system. He holds an undergraduate degrees in Biomedical Engineering and Physiological Sciences from Marquette University and master's degrees in Predictive Analytics from Northwestern University, Strategic Intelligence from American University, and an MBA from Quantic University.
Riz Malik is the Head of Product for GOAT.tax software where he is responsible for leading the product vision, development, and roadmap along with assisting clients with onboarding and support. He has over ten years of direct R&D tax credit experience in various industries, including software development, engineering, aerospace, manufacturing, architecture, and video game development. He has helped clients and CPA partners identify and understand R&D opportunities, maximize R&D credit benefits, and document to support the credits claimed. Riz is passionate about utilizing technology to bring automation to manual processes to eliminate inefficiencies and improve business operations. Riz holds a bachelor’s degree in Accounting and Finance from the University of Massachusetts, and a master’s degree in Information Technology Management from Clark University.
Alex Pak is the Head of Customer Success at GOAT.tax, where he focuses on client satisfaction, product adoption, and effective customer onboarding. He brings over 13 years of specialized experience in R&D tax credits across multiple industries such as cloud platform development, fintech, and engineering. Prior to joining GOAT.tax, Alex was a Director at a corporate tax consulting firm, where he built several verticals by leveraging his expertise in software development and engineering. In his current role, he utilizes data-driven insights to optimize the customer experience and is responsible for training new hires on both sales and production teams. Alex holds dual BA degrees in English and Comparative Literature from the University of California, Irvine. His multifaceted background continues to bolster GOAT.tax's reputation as an industry leader in customer success.
Leila Rayburn currently oversees marketing content, strategies and initiatives for GOAT.tax. Her experience includes 8 years in the financial services industry and 15+ years in B2B marketing specializing in content and lead generation strategies and execution. She is also a seasoned corporate trainer. Leila received her Bachelors of Arts degree from University California, Los Angeles.
Andrew Nlemadim is a Sr. Project Manager within the R&D Department, reporting to Deb Roth, and is based in Texas. He brings over 15 years of experience leading large-scale programs in renewable energy, R&D tax credits, and consulting services. Before joining Source, Andrew held leadership roles at Leyton, Tri-Merit, and alliantgroup, where he built and scaled service lines, mentored teams, and drove innovation across technical and business functions.
Joy Avila is an Account Manager at GOAT.tax, where she serves as the primary point of contact for clients and CPA partners through the R&D tax credit process, from onboarding through final deliverable. Joy has spent five years with the firm's R&D practice, progressing from quality review to project management to account management, so she knows a study from the inside before she manages one for a client. She began her career at Deloitte working with Enterprise Zone tax credits and the Work Opportunity Tax Credit, and later held roles in payroll tax at ADP and financial analysis in corporate accounting at Carl's Jr. That range spans the credit landscape as well as the payroll tax mechanics that matter to startups claiming the R&D credit against payroll. Joy holds a Bachelor of Science in Finance with a minor in Real Estate and Business Law from California State Polytechnic University, Pomona.
Eric Mueller is a Senior Manager on the GOAT.tax product team, where he translates the needs of taxpayers and CPA partners into detailed product requirements. He works closely with users, tax professionals, and engineering to define, specify, and validate new functionality, with an emphasis on expanding state credit coverage and strengthening state-level calculation support. Eric brings six years of R&D tax credit experience with clients ranging from small and mid-sized businesses to enterprise-scale filers. Prior to moving into product, he specialized in standardizing and streamlining R&D tax credit preparation and delivery, developing repeatable processes that improved turnaround time, consistency, and documentation quality. Eric is passionate about bringing the perspective of a hands-on preparer into product decisions, so the software reflects how R&D credits are actually prepared, reviewed, and defended. He graduated from UCLA in 2020 with a BA in Business Economics and a minor in German.
Gayle DeCaro is a Senior Analyst at GOAT.tax, where she is responsible for the accuracy and consistency of R&D tax credit deliverables before they reach the client. She reviews study documentation from supporting schedules through final deliverable and maintains the review standards and protocols the delivery team works to. Gayle has more than a decade of experience in R&D tax credit documentation and quality review, including eight years with the firm. Earlier in her career she supported every stage of R&D tax credit preparation at a specialty R&D tax firm, from assembling documentation through reviewing the final deliverable. Gayle brings a highly technical eye to that review, grounded in the conviction that a credit is only as strong as the documentation standing behind it.
Since 2005, Debbie has worked to cultivate relationships with CPAs, real estate developers and investors, asset/portfolio managers, and business owners. Through these connections, she helps clients increase cash flow using a variety of tax solutions, including Sales & Use Tax, Research & Development Tax Credits, Energy Incentives, Property Tax, LIFO for Inventory, and Cost Segregation. Prior to the Source Advisors / Bedford Cost Segregation merger, Debbie was a Partner at Bedford, and was responsible for a sizeable share of the more than 14,000 Cost Segregation studies, covering a wide range of property types and sizes. Debbie began her career managing apartment communities, increasing ROI and occupancy on her properties. After working with Trammell Crow Residential Services for five years and completing her MBA, Debbie changed career paths to concentrate on the consumer packaged goods industry. Upon leaving the CPG world, Debbie founded Re:Focus on Careers, a networking organization dedicated to helping professionals with career development. She continues to present networking seminars to corporations, organizations, and alumni associations. She has an MBA in Marketing from Georgia State University and a BS in Telecommunication Production from the College of Journalism at the University of Florida.
Nicole started working at Source Advisors in 2020 as a Client Services Manager overseeing the Greater New York metro area. Her role involves building and nurturing lasting connections with clients. Prior to this role, she held the position of Division Manager in education for five years. Nicole also worked as a production manager at a laser manufacturing and supply company for twelve years, where she supervised a team of six engineers and supported research and development efforts in the crystal growth department. She holds a bachelor’s degree in materials science engineering from Rutgers University.
For more than 18 years, David as has helped companies and business owners decrease taxes and increase cash flow by millions of dollars every year through specialized business tax incentives including R&D tax credits, cost segregation, EPAct 179D tax deductions, LIFO inventory solutions and 45L energy-efficient home credits. David provides accurate tax benefit evaluations that CPAs can take to their clients and business owners can use for cash flow analysis. His primary goal is to make sure the CPA and clients have correct and comprehensive information of the tax incentives by being responsive, thorough and engaging. David’s experience as a CPA for 33 years and ability to build beneficial relationships are the keys to successful engagements. He received his BBA in Accounting from Stephen F. Austin University.
.jpg)
David educates and consults with a large variety of business types, sizes, and industries. He consults on and coordinates estimates and proposals across all of Source Advisors’ service lines including R&D tax credits, cost segregation studies, energy incentives, and LIFO benefits. David is a CPA with over 40+ years serving clients in a tax capacity. Formerly a Senior Manager, Tax at Deloitte, a Director of Business Development at CCG (California Credits Group) and has spent time in the corporate tax departments of Capital Records (EMI) and MGM/UA Communications, Co. He has an MS in Taxation from San Diego State University, 1985 and a BS in Accounting from San Diego State University, 1984.
Frank Giudici is a Senior Business Development Director on the Source Advisors Team. He is instrumental in fostering relationships with people who can take advantage of the value-adds that the Source Advisors team provides and constantly seeks to educate those on the subject matters of cost segregation, energy-efficiency and R&D. Prior to joining Source Advisors, Frank received his Bachelor’s Degree in Civil Engineering from Worcester Polytechnic Institute (WPI) and then spent 13-years in the Construction Management industry working throughout the Northeast on a variety of construction projects in several roles. Most recently, he served as the Procurement Manager over-seeing the buy-out strategy and implementation for multiple nanotech projects in Upstate New York. Frank’s expansive construction management background paired with his well-versed communication and detail-oriented nature bodes well for enriching peoples’ lives (pun-intended).
Meghan is a Business Development Director on the Source Advisors Team. Her focus is building relationships with businesses and CPA’s, identifying and understanding clients unique tax opportunities and challenges and enabling the optimization of various incentive opportunities to enhance cash flow. She joins Source Advisors as a former Big Four consultant specializing in tax credits and business incentives and a business development professional serving the energy industry. Meghan is a CPA and holds a BS in Managerial Economics and Master’s in Taxation.
Al grew up in Cleveland and graduated from Ohio University. Shortly after graduation he got a position with IBM and moved to Dallas. Originally with the company from 2003-2008, he played a significant role in growing the Cost Seg and R&D practice from inception across the U.S. Al was also instrumental in bringing LIFO to CPA firms and clients throughout the country. Throughout his 25+ years in business development, he has worked with companies from small to Fortune 50 in various industries. As the Director of Business Development for the Midwest, Al uses his passion for helping others and specializes in forming strategic alliances that add value to CPA firms and their clients & prospects.
