Meet Our Team
GOAT.tax is powered by Source Advisors, a leading tax consulting firm providing R&D tax credits for almost 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.
GOAT.tax automated software platform is backed by 350 years of collective R&D tax credit experience. This is what sets us apart from any other platform. Our people and our experience.
Meet Our Team
We work together, we have fun together, and we go on amazing company retreats every year. We believe that doing what you love is just a part of the equation. It’s about doing what you love with people you respect and enjoy being around.
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.
Leila joined Source Advisors team in 2018 and currently oversees marketing content, strategies and initiatives across the R&D, Cost Segregation, LIFO, and Energy Efficiency services. 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.
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.