Max joined Source Advisors in May 2021 and currently works as a Director of Technical Sales. He has more than 14 years of experience working with taxpayers of all industries to qualify and quantify R&D Tax Credits. Max specializes in the analysis and application of the R&D Tax Credit as it applies to each taxpayer.

Prior to joining Source Advisors, Max was the Director of Tax and R&D at Bedford Cost Segregation. In this role, he ensured that the studies being performed were done so in line with the most current tax legislation. Additionally, Max was responsible for the development and growth of the R&D Tax Credit practice at Bedford.

Max has reviewed, worked or managed over 2,000 special incentive studies in his career. He holds a BS in Accounting and a Masters in Forensic Accounting from Southern New Hampshire University.