Information About the Tax Credit Consultants Who Are Here To Serve You
Otto Kunz, CPA, EA, MBA
Otto Kunz founded Tax Credit Advisors, LLC in 2000. He is a technologist with over twenty years of experience in manufacturing technology and related software development. Since 1994 he has worked with companies throughout the United States and Canada in order to secure funding for technical development, supporting efforts to improve technological competitiveness in North America. His technical background, coupled with his experience in accounting and tax credit consulting, have placed him in high demand. He has spoken before a wide range of industry and government groups. He holds both an undergraduate degree and an MBA from Northeastern University, and completed postgraduate work in taxation at Clark University. In addition to his work with TCA, he is a member of the adjunct faculty at Assumption College in Worcester, Massachusetts where lectures on taxation and related topics.
Karen Bublitz Kunz, CPA, MBA
Karen Bublitz Kunz is Director of Accounting for the company. Her many years of experience in public accounting, tax credit consulting, and her specific mastery of Research Credit claim preparation are invaluable elements of the service we provide to our clients. She manages our staff of professionals in all financial matters and is also responsible for overseeing analysis and compilation of client operational data. Karen earned her undergraduate degree at the University of Michigan, and her MBA at Clark University. She has been a CPA since 1998.
Sandra F. Allan, BA
Sandy brings her considerable organizational and analytical skills to bear in a wide variety of applications as our tax credit consultant Operations Manager. She has substantial experience in managing demanding schedules and timetables, and helps each of our clients to navigate the path toward successful claims. She is a graduate of Hofstra University, and is an accomplished professional in the field of research credit analysis and claim preparation.
Ting Phay, BA Finance
As our Senior Associate, Ting performs detailed cost analysis and report preparation services for our tax credit consultation clients while also overseeing our daily business operations. She
is a graduate of Western New England College and brings significant creativity and enthusiasm to each project. She is most often the friendly voice you hear when you call us!
Jeanne Stewart Gallagher, MA
Jeanne Stewart Gallagher is our Senior Technical Consultant, and is responsible for mentoring our staff of technical writers. A gifted writer with a keen analytical mind, Jeanne brings significant experience in academia as well as a substantial background in manufacturing technology to our ongoing efforts to provide excellent documentation for our clients.
Jane L. Evans, MSEE
Jane Evans is our Senior Technical Specialist. Jane has significant experience in several areas of technology, beginning with her extensive and highly successful academic work at Cornell and continuing to the present with many successful projects to her credit. Her work on behalf of our clients is invaluable, and we are proud to count her among our senior staff.
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