Alex joined Source Advisors in 2013 as an R&D Project Manager and in 2016 expanded his role to Director in the R&D Tax Credit Consulting department. His primary responsibilities included conducting preliminary evaluations for R&D qualification in addition to managing and executing projects for a wide range of industries. In 2021, Alex began working on development of strategic partnerships for the GOAT.tax platform as the Head of Customer Success.
Alex has extensive experience in numerous technology-related fields including cloud platform development, game development, mortgage, fintech, Department of Defense contractors, and engineering. He was also responsible for building computational models for credit calculations, developing audit-ready deliverables, and training all new hires on both the sales and production teams.
Prior to joining Source Advisors, Alex worked at a regional corporate tax consulting firm where he was a Director responsible for building several verticals by leveraging his knowledge of software development, engineering, and contract manufacturing. He has over 13 years of dedicated experience with the R&D tax credit with regard to calculation, substantiation, and defense.
Alex holds a BA in English and a BA in Comparative Literature from the University of California, Irvine and is fluent in Korean.