Steve Roark

Steve Roark Email and Phone Number

Director, Specialty Tax, Credits & Incentives @ Baker Tilly US
Steve Roark's Location
Spokane, Washington, United States, United States
Steve Roark's Contact Details

Steve Roark personal email

n/a

Steve Roark phone numbers

About Steve Roark

Steve Roark is a Director, Specialty Tax, Credits & Incentives at Baker Tilly US. He possess expertise in tax, corporate tax, accounting, financial reporting, financial analysis and 15 more skills.

Steve Roark's Current Company Details
Baker Tilly US

Baker Tilly Us

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Director, Specialty Tax, Credits & Incentives
Steve Roark Work Experience Details
  • Baker Tilly Us
    Director
    Baker Tilly Us Dec 2022 - Present
    Chicago, Il, Us
    Steve Roark, CPA, works with a variety of technology companies in the areas of engineering, software, manufacturing, electronics, life sciences, metals, plastics, systems, and a whole host of technology based fields. Steve and Baker Tilly's team of specialists identify qualified activities and apply cost accounting techniques to support and quantify substantial federal and state research tax credit savings. Credits are available as a direct, dollar-for-dollar tax refund, to offset payroll tax for start-up companies and even refundable in some states (you receive a check, even if you owe no tax!). When placing new property and assets into service Steve is expert at advising on cost segregation studies to accelerate depreciation. Should IRS or state controversy arise, Steve specializes in assisting to resolve those tax positions taken in the most favorable manner possible, even when those positions were taken by others. Baker Tilly and Steve have helped taxpayers save millions in tax dollars over the years and they welcome the opportunity to talk with you.
  • Henry+Horne
    Director R&D Tax Credit Incentives
    Henry+Horne Aug 2021 - Dec 2022
    Steve Roark, CPA, leads Henry + Horne’s Research Tax Credit (R&D Credit) practice. With over 25 years of experience, Steve works with a variety of technology companies in the areas of engineering, software, manufacturing, electronics, life sciences, metals, plastics, systems, and a whole host of technology based fields. Steve and Henry + Horne’s specialists identify qualified activities and apply cost accounting techniques to support and quantify substantial federal and state research tax credit savings. Credits are available as a direct, dollar-for-dollar tax refund, to offset payroll tax for start-up companies and even refundable in the state of Arizona (you receive a check, even if you owe no tax!). When placing new property and assets into service Steve is expert at advising on cost segregation studies to accelerate depreciation. Should IRS or state controversy arise, the Henry + Horne team specializes in assisting to resolve those tax positions taken in the most favorable manner possible, even when those positions were taken by others. Henry + Horne and Steve have helped taxpayers save millions in tax dollars over the years and they welcome the opportunity to talk with you.
  • Eide Bailly Llp
    Director Business Development, National Tax Office
    Eide Bailly Llp Nov 2017 - Aug 2021
    United States, Us
    It's very exciting for me to help taxpayers save money and improve their cash flow! If you're tired of paying high taxes and writing checks to the government, I would love to show you how leveraging my expertise with R&D Tax Credits, International and Fixed Assets can save your business huge tax dollars. R&D is available for Federal and some States to offset taxes owed as well as payroll tax for some entities. Manufacturers, software, chem-bio and engineering are my specialty. The IC-DISC can cut taxes in half for exporters of manufactured, produced, extracted or grown products as well as architectural firms. Fixed Assets include purchased, renovated or constructed property; energy efficient property; and also rehabilitated historic property.
  • Cliftonlarsonallen
    Principal, Federal Tax Solutions Group
    Cliftonlarsonallen Jan 2012 - Nov 2017
    Us
    LarsonAllen merged with Clifton Gunderson to form CliftonLarsonAllen In January 2012. My role has again grown to include the following areas:- National practice leader for Research Tax Credits (Federal and State)- Cost Seg, 179(D), Energy Incentives (Geothermal, Solar, Wind, etc.), Rehabilitation Tax Credits, SALT incentives for construction projects- IC-DISC
  • Larson Allen
    Senior Manager
    Larson Allen Nov 2010 - Jan 2012
    Minneapolis, Mn, Us
    Lemaster Daniels merged with LarsonAllen in November 2010. My role has grown as a result to include the following areas:- Research Tax Credits Manager for the Northwestern and Southern USA- Cost Segregation, 179(D), Rehabilitation Tax Credits, Energy Credits, SALT special tax incentives as they relate to local construction- IC-DISC
  • Lemaster & Daniels Pllc
    Senior Manager, Tax Solutions Group
    Lemaster & Daniels Pllc Mar 2005 - Oct 2010
    Spokane, Wa, Us
    - Research and Experimentation (R&E or R&D) Tax Credit Manager - New building construction, existing building renovation and additions tax incentives: Cost Segregation, Energy Credits (geothermal, solar, etc), and Historic Building Rehabilitation incentives- Export tax savings via the (IC-DISC) Interest Charge - Domestic International Sales Corporation - Tax planning and budgeting
  • Usaf
    Budget Officer
    Usaf 1994 - 2005
    Randolph Afb, Tx, Us
    Dayton, Ohio (Wright Patterson AFB)Boise, Idaho (Mountain Home AFB)Spokane, Washington (Fairchild AFB)

Steve Roark Skills

Tax Corporate Tax Accounting Financial Reporting Financial Analysis Tax Credits Cpa Tax Accounting Gaap Income Tax Tax Preparation Tax Research Tax Returns Budgets Partnership Taxation Strategic Financial Planning Construction Financial Planning Financial Accounting Auditing

Steve Roark Education Details

  • Central Michigan University
    Central Michigan University
    Administration
  • Park University
    Park University
    Management
  • Shadle Park
    Shadle Park

Frequently Asked Questions about Steve Roark

What company does Steve Roark work for?

Steve Roark works for Baker Tilly Us

What is Steve Roark's role at the current company?

Steve Roark's current role is Director, Specialty Tax, Credits & Incentives.

What is Steve Roark's email address?

Steve Roark's email address is sr****@****cpa.com

What is Steve Roark's direct phone number?

Steve Roark's direct phone number is (509)-787*****

What schools did Steve Roark attend?

Steve Roark attended Central Michigan University, Park University, Shadle Park.

What skills is Steve Roark known for?

Steve Roark has skills like Tax, Corporate Tax, Accounting, Financial Reporting, Financial Analysis, Tax Credits, Cpa, Tax Accounting, Gaap, Income Tax, Tax Preparation, Tax Research.

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