Carrie is a Senior Manager within TPC’s San Jose, CA Research Tax Credit Practice. She has worked in tax since 1998, but has specifically focused on Research Credits, and IRS exam defense thereof, since 2005. Carrie has served both Fortune 500 and Global 500 companies across a broad range of industries including pharmaceuticals, chemical manufacturing, consumer products and information technology. Carrie has 15 years of Big Four public accounting experience in a variety of geographies including Atlanta, Boston and New York City.
Before joining True Partners Consulting, Carrie was a Senior Manager specializing in Research Tax Credits for Ernst & Young in their 5 Times Square office, located in the heart of New York City. Carrie has deep expertise in the areas of assisting companies in documenting, calculating and defending their research credits. This experience includes identifying and documenting substantial costs for product development activities, technology development activities, manufacturing process improvements and internal use software development activities. She has not only managed the execution of both large and small-scale R&D studies, but has also participated in the IRS examination process for numerous clients, including the Federal Appeals process.
Carrie is an Enrolled Agent with the IRS and earned a Bachelor of Arts degree in Accounting from Furman University in Greenville, SC. She enjoys hiking, gardening, and kayaking.