OUR PEOPLE
Specialists in Cost Segregation, R&D Tax Credits, and Energy-Efficiency Incentives
Delivering strategic tax solutions with precision, expertise, and results you can trust.
What Sets Us Apart: The Capstan Way
Technical Rigor
- Engineering-driven methodologies
- Proprietary techniques and templates optimize results
Operational Excellence
- Integrate into existing workflows with ease
- Seamless collaboration between Capstan, CPAs, and Clients
Consistent Relationships
- Team is here for the long term
- Work with the same accessible expert year after year
Impactful Education
- Industry thought leaders
- Best-in-class CPA webinars and resources
Our Specialized Tax Strategies for CPAs, Business Owners, and Real Estate
Cost Segregation
The key to real estate tax savings. Engineering rigor you can rely on.
R&D Tax Credits
The more you spend on innovation, the more you can recover. Powerful, permanent, and renewable.
179D Energy Deduction
Sustainable construction rewarded. Open to developers, owners, and in certain situations, designers.
Investment Tax Credit & Clean Energy Investment Credit
Solar, wind, and renewable energy systems – incentivized. 5X benefit boost available.
EV Charging Station Credit
Charging stations and qualified refueling property – incentivized. 5X benefit boost available.
Predominant Use Studies
Reduce utility tax costs moving forward, while claiming a retroactive refund.
Unit of Property
Make expensing vs. capitalization decisions with confidence.
Tangible Property Analysis Consulting
Make the most of your fixed assets by leveraging the Tangible Property Regulations.
Capstan Partners
Michael Breeze, MBA
Managing Partner / CFO
Mike is the Managing Partner and 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.
Jacob Wood, JD
Partner
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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Capstan Team
Wes Clark
Regional Business Development Director
Wes Clark brings consistency, commitment, and a genuine talent for relationship building to every partnership he develops. With over 15 years of business development experience, Wes employs a thoughtful, friendly approach that drives results.
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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.
Ben Jones
Business Development Manager
Ben recruits and develops great people – and makes their development his top priority. Individual growth facilitates a strong, agile team, which Ben bolsters through cross-departmental alignment.
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Sean Lichterman
Regional Director
Sean Lichterman is passionate about tax savings.
Energetic, creative, and meticulous, Sean’s enthusiasm for serving his clients is palpable. He builds trust through a client-centric approach, delivering tailored solutions that align with each client’s unique needs.
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Sean Lucey
Regional Business Development Director
Sean Lucey builds trust by setting clear expectations – and then delivering on them, every time. With decades of experience supporting CPA firms, he’s earned a reputation as a go-to advisor for firms navigating growth and change.
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Abby Massey PE, LEED AP
Principal, Business Development & Technical Services
Abby Massey brings technical excellence to the world of business development.
As a Professional Engineer — licensed in 47 states — and a LEED-accredited professional, Abby’s industry expertise helps her truly understand her clients’ projects.
Chase Richardson
Regional Business Development Director
Chase Richardson enjoys helping clients uncover new opportunities. As a subject matter expert in R&D Tax Credits, Chase is proud to have introduced clients in a variety of unusual industries to the renewable incentive.
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Chad Van Riper
Director of Strategic Partnerships
A seasoned leader with deep expertise in partnership development, Chad has built his career on creating meaningful, value-driven relationships. With more than 20 years of experience in relationship management across the technology and financial services industries, Chad’s role as Director of Strategic Partnerships fits him to a tee.
Cost Segregation Services
Cost Segregation Studies are incredibly powerful when they’re done right. Too often taxpayers are left with studies based on imprecise methodology, incorrect assumptions, or incomplete support – putting their savings and their plans at risk. The right partner matters.
The Capstan Cost Segregation Team delivers accurate results, supported by engineering-based analysis, with documentation you can rely on — today and years down the road.
Nicholas Dooley
Project Engineer
Nicholas Dooley likes a challenge – and after a decade in this industry, he has yet to meet a problem he couldn’t solve. Nick’s experience as a tangible asset valuation analyst makes him particularly well-suited for complex, asset-intensive industrial and manufacturing properties – which happen to be his favorite.
Joey Jett
Project Engineer
Joey Jett brings a strong engineering mindset and a meticulous approach to every study he touches – and he has performed more than 1,000 cost segregation studies nationwide.
Joey attributes much of his success to a lifelong fascination with numbers. He memorized sports statistics for fun as a child, challenging himself to recall all of a certain team’s data.
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.
Oscar Renderos
Project Engineer
Joshua Rosenbloom
Project Engineer
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.
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.
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.
R&D Tax Credits Studies
R&D Tax Credits can be very powerful — but they are also heavily scrutinized.
Many claims fail not because the research wasn’t legitimate, but because the Credit methodology or documentation couldn’t withstand review.
That’s where the right approach – and the right partner — matters.
Not every activity qualifies, and not every dollar should be claimed. The Capstan R&D Tax Credit Team ties qualified activities to qualified expenses, and supports results with detailed interviews, contemporaneous documentation, and technical analysis.
Jacqueline Bossard
R&D Project Manager
For Jacqueline Bossard, the best part of the job is diving into how a company innovates. With over a decade of R&D Tax Credit expertise, Jackie has a talent for translating complex technical information – and ever-changing tax requirements — into clear, organized, and actionable work products.
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.
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.
Rodrigo Munoz
R&D Project Manager
Rodrigo’s thirst for knowledge is a tremendous asset in the world of R&D Tax Credits.
A petroleum engineer by trade, Rodrigo immerses himself in each project, becoming a go-to subject matter expert in multiple disciplines. His outgoing, gregarious nature combines with a meticulous commitment to detail, making him a favorite of clients in every industry.
Haley Simmons
R&D Project Manager
With experience in accounting, logistics, home inspection, and steel fabrication, Haley has hands-on familiarity with a variety of industries. Haley’s firsthand knowledge allows her to truly understand R&D processes, ensuring that her clients’ Credits are fully maximized and thoroughly documented.
Tax Deductions & Tax Credits for Energy Efficiency
Energy-efficient tax incentives can deliver meaningful savings — but only when they’re navigated properly. Incorrect assumptions or incomplete support can result in lost value or unnecessary risk. That’s why the right strategy — and the right partner — matters.
The Capstan Energy Team identifies, calculates, and documents energy incentives with engineering-based precision, so you can proceed with confidence.
William Harbeson
Director of Energy Initiatives
If there’s one thing Bill Harbeson 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.
Account
Management
Gina Spinosa
Account Manager
Client Success
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.
Jennifer Solis
Client Success Representative
Operations
Helena Carmel
Senior Brand Manager
Megan Fischer
Talent and Culture Manager
For Megan Fischer, employee engagement is the backbone of every organization. With more than 25 years of HR experience, she has built a reputation for developing trusted relationships and fostering workplace cultures where people feel valued, supported, and inspired to do their best work.
Rachel Primrose
Marketing & Office Coordinator
Consultants
Bruce A. Johnson, CRE
Advisor
Now serving in a consulting capacity, Bruce draws on his experience as a former Partner to advise commercial real estate owners, investors, and accounting firms. Bruce built deep relationships across the industry during his 20+ year career at Capstan, and he remains a trusted resource for clients and colleagues.
Ready to Work with the Experts?
The Capstan Team is ready to transform compliance into opportunity. Why wait?