Jace Merritt

Sts Business Incentives Group (Intern Associate) @BDO

Dallas, TX, US

Advised clients on Section 174 R&D tax credits and Employee Retention Credit (ERC) claims, preparing detailed financial analyses and technical documentation. Created and presented client deliverables, including meeting decks and tax credit calculations, in collaboration with managers and partners. Worked directly with CFOs and controllers to identify qualifying projects and optimize tax incentives, resulting in significant cash flow savings.

Case Western Reserve University

Master's degree, Accounting