Specialized Tax Service Consulting - Cost Segregation179D45LR&D Tax Credit

Jesse is a trusted advisor specializing in US and global research and development tax incentives (R&D). Main business sector expertise - information technology, finance, aviation, manufacturing, construction, life science, transportation, etc. What is the R&D tax credit? – this state and federal tax incentive that was created by Congress to reward companies that innovate, and to create and maintain technical jobs. Benefit - the R&D tax credit minimizes federal and state corporate income tax liabilities. At FI Group we help corporations identify traditional and non-traditional R&D activities; minimize risk by using innovative technology that exceed IRS requirements. The FI Group team educates and creates a “Best Practice” that will improve “cash flow”. It is not unusual to increase corporate earnings in excess of 25%. Qualifying activities - innovation, engineering, product and/or material testing, design, technology, patents, customization, tooling, prototypes, modeling, product/process development or improvement, efficiencies, safety, quality control, stamping, internal use software, software development.

*Matador.ai custom builds & tailor-develops Ai workforces for marketers. Matador integrates directly into the current CRM and provides different customer engagement automation tools to maximize revenue generating opportunities with new leads and current customers. We enhance brand experience by facilitating more meaningful conversations faster by focusing on SMS text messaging. Our CDP function enables clients to consolidate their digital marketing tech stack into one space and cut redundant software costs.*As Regional Sales Manager, my role is beginning-to-end of the sales process, meeting with clients from prospecting, sales pitches, negotiations, contract signing, as well as client onboarding, customer success & continued satisfaction and referral & upsell farming.

Autodesk Certified Project ManagerAutoCAD CertifiedProCore Certified Projects:415 W 120th StLexus of Manhattan204-210 Elizabeth St540 6th Ave117 E 79th StDomino Sugar RefineryTurken HouseApex Place141 Willoughby St

*Ran Finance Department for Friendly Acura. Responsible for all credit approvals, sales of finance and insurance products, funding of contracts and liaison with motor vehicle department. Doubled the average profit per vehicle retailed and greatly increased the warranty and product penetration.*Also assisted in oversight of sales and support staff of 10+ people

*As a Finance Manager, quickly established a high level of sales product penetration and gross profit, as well as ensuring swift funding of deals and maintaining high customer satisfaction. High performance evidenced by East Coast Toyota receiving the 2014/15 Circle of Excellence award, awarded only to the top 33 dealers in the U.S.A. based on Finance and Insurance sales and customer satisfaction.*Average monthly sales contracts of $2,000,000-$3,000,000 sold to banks and leasing companies in addition to insurance contracts sold to retail customers.
*As part of a management team overseeing 20+ salespeople and 10+ support staff, maintained high unit sales, gross profit and customer satisfaction. This is evidenced by East Coast Toyota receiving the 2014/15 President's award for customer satisfaction and the 2014/15 Board of Governors award, given to only the top 60 dealers in the country for overall sales volume.

*Joined Park Ave BMW which finished 1st in overall sales in the Eastern Region and had a substantial effect on the success of the company. Finished 4th in new sales for the company and enjoyed expanded responsibility such as selling to new clients as well as managing existing client portfolio, and autonomy in working deals . Brought high-end client portfolio from Prestige BMW for continued repeat business.
*Responsible for credit submission and rehash.
*Awarded Gold Level Status in BMW's Profiles In Achievement based on sales volume as well as customer satisfaction.
*Positive customer reviews maintained Park Ave BMW as the "BMW Dealer of the Year" for the 4th consecutive year as the #1 highest reviewed BMW dealership in the U.S.A.

*Initially hired as a sales associate within the Internet Sales Department.
*Promoted to head of the department, having demonstrated both sales and leadership ability. Responsibilities included setting sales goals for the department and creating action plans and making sales to achieve those goals. Working as the primary liaison between the customer and the sales team displayed effective communication, critical thinking, and the ability to earn trust and overcome objections from both customers and staff. The success of the department was evidenced by the doubling of sales figures from the previous year.
*Facilitated the growth of the department staff from a 2 person department in 2005 to a 5 person department by 2008 and saw an increase in sales which resulted in a one-third growth over the previous year’s record

Responsible for opening and closing store, managing employees on shift.