Biography

Travis has provided research tax credit studies to companies claiming R&D credits since 2006. He is a leader in the firm’s R&D practice in California, helping both companies and business owners save millions of dollars in taxes each year.

Travis has significant experience helping companies identify, increase, document, and support claims related to R&D tax credits, orphan drug credits, and other R&D incentives. He works with taxpayers in a wide range of industries, including manufacturing, software, biotechnology, food processing, and construction. Travis  represents taxpayers at all administrative levels with the IRS and has successfully defended many clients during federal and state examinations, including IRS appeals.

Selected Publications

  • "2019 Claiming the Federal R&D Tax Credit" (Moss Adams Insight, February 2019)
  • "Five Common Misconceptions about the R&D Tax Credit - and Whether Your Company Qualifies" (Moss Adams Insight, June 2018)
  • "How Wineries Often Miss Out on R&D Tax Credit" (North Bay Business Journal, January 2017)
  • "Your Guide to Claiming the Federal R&D Tax Credit" (Moss Adams white paper, October 2016)
  • "How the R&D Credit can Help New Companies Offset Payroll Taxes" (Silicon Valley Business Journal, February 2016)

Selected Speaking Engagements

  • How to Boost Cash Flow in 2017
    (Moss Adams webcast, February 2017)
  • R&D Tax Credits for Tech and Life Sciences
    (Moss Adams industry conference, November 2016)
  • R&D Tax Credits: Unlock Opportunity
    (OCTANe presentation, September 2016)

Education

  • BA, finance, Washington State University