Meet the Team
Alex Hong, CPA, MBT
Partner
Alex has more than 10 years of accounting and tax experience and was a former Ernst & Young LLP. At Ernst & Young LLP, Alex primarily focused on providing services to Fortune 500 Hedge Funds and Private Equity firms. Alex has helped small to midsize companies claim R&D credits across industries. He utilizes his expertise to advise clients on best practices and ensure compliance.
Helen Lee, CPA, MBT
Partner
Helen brings to the table over 20 years of experience in R&D tax, having worked previously at both KPMG LLP and PwC LLC. Her expertise lies in delivering federal and state tax incentives to a diverse range of clients. In her previous roles, Helen successfully managed the implementation of various tax projects, leveraging her in-depth knowledge of the regulatory landscape to ensure the best outcomes for her clients.
Kenny Lee
Partner
Kenny brings years of software engineering experience, including his time at FAANG, along with over 7 years as an Offensive Cyber Operations Officer in the U.S. Air Force, where he led the development and sustainment of the DoD Offensive Cyber Operations capabilities. He has been helping engineering clients maximize their R&D Tax benefits with his technical background.