Jacob Wood, JD

Jacob Wood, JD

Regional Director


Jacob Wood likes to get into the trenches with his clients. 

As Regional Director, 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. 

Education and Credentials:  

  • Juris Doctor degree from Indiana University Maurer School of Law 
  • Bachelor of Arts degree from Duke University  
  • Texas Bar Association, Member 


  • In the last decade, Jacob has overseen thousands of R&D, Cost Segregation, and 179D Studies resulting in over $800M of tax benefit to clients.

  • Specializes in creating excellent experiences for his clients and their friends, engaging hundreds of clients by direct referral. The majority of Jacob’s clients have also gone on to become multi-year partners.
  • Subject Matter Expert (SME) in:
    • R&D Tax Credit Law, Canadian SR&ED Credits, and Cost Segregation.
    • Architecture, Engineering, Construction, Manufacturing, Software, and Life Sciences industries

Behind the Scenes: Happily married to his college sweetheart, Jacob is a busy father of four.  In his scant free time, Jacob enjoys running, cooking, and introducing his kids to classic 1980s movies.  He freely admits to loving math, reading The Economist, and considering tax law a “fun hobby.”