OUR PEOPLE

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Talk TO A TAX EXPERT

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CLIENT RELATIONSHIPS

Our industry is highly technical, but working with Capstan is always personal.

Capstan

Partners

Bruce A. Johnson, CRE

Bruce A. Johnson, CRE

Partner

In his role as Partner at Capstan Tax Strategies, Bruce works closely with commercial real estate owners, investors, and accounting firms to provide practical, creative and client-specific solutions.

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Terri S. Johnson, CRE

Terri S. Johnson, CRE

Partner

Capstan Tax Strategies Partner Terri Johnson is passionate about her work. She truly enjoys helping commercial real estate owners and investors realize significant tax savings using engineering-based tax strategies.

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Ziv Carmel, CCSP

Ziv Carmel, CCSP

Partner, Director of Engineering

Ziv is the Director of Engineering as well as a Partner at Capstan Tax Strategies. Over the past 10 years, he has provided the sophisticated technical analysis required to develop and employ engineering-based tax approaches.

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Michael Breeze, MBA

Michael Breeze, MBA

Chief Financial Officer

Mike is the Chief Financial Officer of Capstan Tax Strategies. With over 20 years of progressive experience in management, business planning, financial analysis, financial services, capital planning, technology, and real estate, Mike is uniquely qualified to oversee all aspects of Capstan’s financial and operational strategy.

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Capstan Team

Todd French

Todd French

Regional Director

With nearly three decades of experience in financial services and business development, Todd French has learned a thing or two about closing a deal – and it’s not what you might think

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Adam Ireland

Adam Ireland

Regional Director

Adam Ireland has the ability and flexibility to work with clients of all backgrounds at every stage in the business life cycle.  He’s worked for Fortune 50 companies, small start-ups, and everything in between. An excellent communicator with a technical background, Adam is uniquely positioned to work with tax professionals and taxpayers.

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Thomas B. Hamel, MST, CPA

Thomas B. Hamel, MST, CPA

Director of Tax

Tom Hamel has over 30 years’ experience as a CPA focused on taxation in public accounting. As Capstan’s Director of Tax, Tom is responsible for managing Capstan’s quality assurance program around tax reviews of Capstan’s work product. 

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William Harbeson

William Harbeson

Director of Energy Initiatives

If there’s one thing Bill Harbison knows, it’s construction. He started by installing HVAC after high school, spent years in construction management, and smoothly transitioned to tax consulting with a construction focus.

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Jacob Wood, JD

Jacob Wood, JD

Regional Director

As Regional Director of Business Development, Jacob works closely with his clients – planning with them, building with them, and celebrating with them.   Jacob prides himself on creating long-term relationships – not short-term sales — and his analytical skills and financial expertise allow him to function strategically as a trusted advisor.

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Cost Segregation

Maikel Brouwer

Maikel Brouwer

Project Engineer

Maikel Brouwer has performed and overseen hundreds of cost segregation studies. He has extensive experience in technical report review and process management.

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LyChou Kouai

LyChou Kouai

Senior Project Engineer

LyChou Kouai is a senior project engineer with Capstan Tax Strategies. She has completed more than 400 cost segregation and recap studies dealing with common property types, such as shopping centers, warehouses, and residential complexes, while enjoying the challenge of unusual facilities, including a complicated ski resort/golf course hybrid. 

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Matt Magee, CPA

Matt Magee, CPA

Project Engineer

With nearly 20 years in cost segregation, Matt knows the industry inside and out.  His ability to analyze projects from both a tax and a technical perspective enables him to maximize tax savings while ensuring defensibility.  

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Andrew Murdie

Andrew Murdie

Project Engineer

Andy Murdie is a project engineer with Capstan Tax Strategies. Andy brings a wealth of cost segregation experience to the team, having spent nearly a decade as the sole cost segregation analyst for a large commercial developer in the Northeast.

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Oscar Renderos

Oscar Renderos

Project Engineer

Oscar Renderos has performed over 300 cost segregation studies in his career, and has experience with virtually all property types.  Based on the west coast, Oscar has completed studies on warehouse and retail spaces, medical and mixed-use facilities, trucking centers and multifamily properties, and more.

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Joshua Rosenbloom

Joshua Rosenbloom

Project Engineer

Joshua Rosenbloom is a project engineer for Capstan Tax Strategies. Joshua has completed cost segregation studies for a wide variety of properties, including multi-family residential complexes, office buildings, and shopping centers. Joshua consistently utilizes his significant experience in project and construction management to provide each client the best possible outcome.

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Jacob Sharick

Jacob Sharick

Project Engineer

Jacob Sharick has construction in his blood. He spent his formative years pitching in at his uncle’s construction company, where he developed a lifelong fascination with the building process. Jacob has performed hundreds of cost segregation studies and is familiar with every type of commercial real estate.

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Zachary Shaffer

Zachary Shaffer

Project Engineer

Zach Shaffer has extensive experience in cost segregation studies, having performed and overseen several million dollars worth of projects on a broad range of commercial properties. A natural leader, he has trained and managed staff engineers in two geographically distinct offices simultaneously.  

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David B. Stephens

David B. Stephens

Senior Project Engineer

David Stephens is a project engineer with Capstan Tax Services. He has completed cost segregation studies of multi-family residential properties, retail facilities, auto dealerships, corporate office spaces, and warehouses.

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Chris Tumir

Chris Tumir

Project Engineer

As a project engineer, Chris provides administrative and technical support to the Capstan team of engineers.  His attention to detail and organizational abilities aid the Capstan engineers in producing consistent, timely, and precise reports.

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Ty Wimmer

Ty Wimmer

Project Engineer

Ty Wimmer is a degreed engineer with years of construction experience.  He’s been a project manager, an efficiency consultant, a cost estimator, and for the last five years, a cost segregation professional.  Working primarily with high net worth clients, Ty has performed hundreds of successful studies on all types of commercial real estate.

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R&D Tax Credits

Carly Coker

Carly Coker

R&D Project Manager

Carly Coker is an R&D Project Manager at Capstan Tax Strategies.  To date she has conducted over 300 R&D Tax Credit Studies, yielding over $75 million in federal and state tax credits.  She has experience in nearly every technical industry, though her favorites are manufacturing, architecture, and engineering.

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Lindsey King, JD

Lindsey King, JD

R&D Success Manager

Lindsey is the R&D Success Manager at Capstan Tax Strategies, leading an interdisciplinary team of technical experts.  Lindsey works with engineers, attorneys, and tax and finance professionals to identify and maximize R&D Tax Credits.  In the last decade, Lindsey has personally conducted over 400 studies, identifying and substantiating more than $200 million in federal and state tax credits.

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Kristen Matthews

Kristen Matthews

R&D Associate

Kristen has 5+ years of experience helping taxpayers benefit from specialty tax incentives.  She has assisted on over 200 R&D Tax Credit Studies, performing data analysis, drafting reports, and conducting contract and compliance reviews.   

 

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Lucas Sepulveda

Lucas Sepulveda

R&D Project Manager

It’s not often you meet an R&D Tax Specialist with a creative background, but Lucas Sepulveda considers it an asset.  Strong written and oral communication skills complement his technical expertise.  

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Client Success

Tony Dao

Tony Dao

Account Manager

A master of organization, Tony keeps things running smoothly at Capstan. Internally, he supports the business development team facilitating communication, coordinating logistics, and researching and analyzing data.

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Ethan Fink

Ethan Fink

Account Manager

As an Account Manager at Capstan, Ethan Fink draws on his strong background in the B2B arena to anticipate and exceed the needs of each and every client.

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Aileen Gullotti

Aileen Gullotti

Manager of Client Success

Aileen Gullotti is Capstan Tax Strategies’ Manager of Client Success. Based out of Dresher, PA, Aileen has over a decade of experience working with real estate owners and their tax professionals. Aileen manages the Client Success Team, smoothly shepherding each project from proposal to completion. 

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Gina Spinosa

Gina Spinosa

Client Success Representative

Gina brings a wealth of experience, having worked in finance and sales for most of her career, particularly in the auto industry.  The skills she developed in that fast-paced world – communication, precision, and adaptability – make her a great addition to the Capstan team.

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Marketing

Gretchen Lehman

Gretchen Lehman

Head of Marketing

Gretchen Lehman is a marketing professional with over 25 years of experience communicating, strategizing, and creating. Her work is data-driven, but people-focused – the perfect combination of skills for Capstan.  

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Helena Carmel

Helena Carmel

Special Projects Coordinator

As Special Projects Coordinator, Helena Carmel gets to put her unique stamp on all things Capstan. From enormous endeavors — like the Capstan website — to more petite projects — like our Capstan-branded baby
gear — Helena strives to make everything well, special.

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Character of Capstan

In order to set the industry standard, we hold ourselves to the highest of standards.  Learn more about our the character of our team…

Stay Focused

You don’t have to be overwhelmed by Tangible Property and other Fixed Asset Regulations. We help you maximize your tax savings so you can focus on the core of your business.

What is a Capstan?

Hundreds of years ago, a capstan was a crucial tool aboard wooden ships. Typically located at the center of the main deck, the capstan was a rotating machine that provided the force necessary to maneuver the heavy ropes that lifted sails and dropped anchors. To operate the capstan, sailors had to work together as a team—relying on each other to do their part and achieve success. 

The capstan represents teamwork and trust – our core values.  

Capstan Tax Strategies is a true partner to our clients, functioning as a seamless part of their teams. 

Our commitment to integrity and transparency has earned us the trust of professionals nationwide. 
 
We’re all in the same boat.  
 
Let’s work together to raise the sails – and achieve your goals.