Jill co-founded Monetek in 2002. She manages Monetek’s R&D tax credit studies and has extensive knowledge of issues related to the research tax credit and other incentives and programs. She has worked in industries that include cosmetics, prosthetics, food processing, medical devices, plastics, aerospace and software development. She has written articles and regularly presents on R&D tax credits to various industries.
Jill is passionate about helping clients document and claim the credits they deserve. She truly enjoys seeing thriving American businesses rewarded for their innovation efforts.
Monetek is a founding member of the National R&E Roundtable, and Jill participates in bi-weekly discussions of practice issues with its members.
Jill holds an undergraduate degree in Economics from the University of Michigan and a law degree from the University of Iowa College of Law. Before founding Monetek, she worked in litigation and in intellectual property law.
Phone: (248) 647-2299
Nan has been instrumental in Monetek’s success since 2012. Prior to joining, her background was in manufacturing processes, testing, logistics, hardware and software maintenance and financial reporting. She provides R&D project support and oversees business operations.
Nan has an undergraduate degree in Business Administration from the University of Hawaii.
Phone: (248) 203-9083
Brian joined Monetek in 2018 and brings over 20 years of experience as a Corporate Tax Accountant. He has worked in the automotive, computer software, and manufacturing industries. Brian has an undergraduate degree from Eastern Michigan University.
Phone: (248) 647-3355
Robin joined Monetek as R&D Tax Credit Associate in 2019 and brings over twenty-six years’ experience in accounting and client services. She assists on projects throughout the U.S., including on varying study phases, generation of related reports and communication of results and deliverables to clients.
Since joining Monetek, Robin has worked on hundreds of projects. She is instrumental in education outreach, and activities related to conferences, presentations and other educational modes of dissemination.
Robin is an essential team member supporting Monetek’s studies and client relationships.
Phone: (248) 466-0766
Kimberly Weiss Lewis
Kim joined the Monetek team in 2018. Since then, she has conducted hundreds of interviews of clients’ technical employees to support research tax credit claims. She has worked in numerous industries, including software development, prosthetics, and other medical devices.
Kim always looks forward to working with clients to document their qualifying research and experimentation activities. She is truly happy knowing that these credits improve lives by improving cash flow and rewarding innovation.
Kim holds an undergraduate degree in History from the University of Michigan and a law degree from the University of Iowa College of Law.
Phone: (314) 583-0990
Adam’s passion is helping companies document and claim the R&D tax credit. He co-founded the National R&E Roundtable in 2009, a group that continues to meet regularly to advance the industry. This role resulted in a seat on a special committee set up by the IRS that provided the IRS and practitioners the opportunity to work together to improve the administration of the R&E Credit through a forum to openly discuss issues including its complexity, recommendations for improving the administration of the credit and how practitioners assist taxpayers with navigating through this code section.
Adam is a partner with Wipfli, which has a strategic partnership with Monetek. He is experienced in a wide range of industries, including dental labs, healthcare, life science and biotechnology, manufacturing & distribution, plastics and software development.
Phone: (314) 750-6253
Michelle has over a decade’s worth of experience in public and private accounting. She provides clients with valuable federal and state credits and incentives expertise, specializing in Research and Development tax credits and Employee Retention tax credits.
Michelle’s educational background includes a B.S. in Finance and a Masters of Business Administration.
She is passionate about learning new industries and how things work.
Phone: (248) 647-2233
Greg is a degreed civil engineer. Since joining Monetek in 2005, he has provided technical project assistance for hundreds of R&D studies, including companies involved in food processing, packaging, plastic bottle, injection molding, medical devices, automation and more.
Greg received a B.S. in Civil Engineering at Michigan Technological University and also completed the Engineering Scientist as a Manager program at Penn State University.
Phone: (248) 647-2299