Who We Are
Probity Tax Recovery is a tax consulting firm specializing in tax credits and incentives for small to mid-sized businesses. Our mission is to put client service first and offer competitive fees. We work with business owners and their CPAs to identify tax credits and incentives while saving you time and money. No matter your industry, our process is designed to keep your involvement to a minimum. You get the tax benefit you’re entitled to while keeping your time where it matters, running your business. Schedule a free consultation with a member of our team.
Meet the PTR Team
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Les Bryson - Managing Partner
Specialties: R&D Tax Credits, Sales & Use Tax, and 179D
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Aimee Erwin - Director of Consulting Operations
Specialties: R&D Tax Credits, Employee Retention Credits, Sales Tax Exemptions
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Stephen Tsai - Managing Partner
Specialties: Employee Retention Credits, R&D Tax Credits
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Boma Cheetham-West - Marketing Manager
Specialties: Marketing Strategies
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Jason Mollner - Managing Partner
Specialties: R&D Tax Credits, Employee Retention Credits, Tax Controversy,
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Olivia Vong - Tax Policy Coordinator
Specialties: R&D Tax Credits
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Mona Adam - Tax Consultant
Specialities: Employee Retention Credits
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John Schulz - Senior Associate Tax Consultant
Specialties: R&D Tax Credits
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Katerin Zapata - Logistics Associate
Specialties: Administration & Process Improvements
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Tyler Graham Technical Writer
Specialties: Technical Writing, Employee Retention Credits, R&D Tax Credits
Why Work with Us?
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Expertise
With over 50 years of combined experience, the Probity Tax Recovery team is knowledgeable and skilled in assessing your unique tax situation. We conduct the appropriate analysis and due diligence to provide your company the tax benefit you’re entitled to.
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Partnership
We understand that each taxpayer’s needs are different and each approach must be tailored accordingly. Our step-by-step approach ensures that no stone is left unturned when evaluating your potential benefit. We also work alongside your CPA to provide support throughout the entire process.
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Sensibility
What we stand for is simple. You should not have to spend a lot of money to have great service or to ensure you’re claiming all of your potential tax savings. We are structured to be virtual and lean, keeping overhead at a minimum so that savings are passed along to your company.
Our Mission
“We strive to leave companies better than we found them.”
Want to learn more?
Set up a free consultation with a member of our leadership team to learn more about our services and how we can be of service to you.