Management/Leadership
T. Brett Mach is a director with EEPB InnovaTax, LLC., where he uses his knowledge of the R&D Tax Credit along with his experience with state and federal audits to help his clients obtain tax savings. Brett focuses on getting to know each client and not just their financial statements. His approach leads him to uncover additional tax benefits in areas others might have missed.
Brett brings a diverse background to the R&D field having received a formal education covering finance, computer science, and psychology from Trinity University in addition to a law degree from South Texas College of Law. While at Trinity, Brett was selected as one of the students who managed a portion of the school’s endowment utilizing financial analysis to guide investments. Later, while at South Texas obtaining his Juris Doctorate (J.D.), Brett was active in the school’s award-winning trial advocacy program, placing nationally for his oratory acumen.
Licensed since 2007, Brett began his career in litigation before turning to tax law. Brett transitioned into tax law to work primarily in audits with state and local taxing authorities. This work allowed him the opportunity to work on litigation dealing with the R&D Tax Credit, specifically the Credit’s applicability to the reasonableness of compensation. The case, which resulted in a win for the taxpayer, was the first time a court had considered the reasonableness of compensation for the R&D Tax Credit.
Greg Manuel is a Director with EEPB InnovaTax with over ten years of experience managing specialty tax credit engagements from introduction through final delivery. Greg has an extensive background securing R&D Tax Credits for U.S. companies in various industries, including defense, software, aerospace, manufacturing, architecture, oil and gas, construction, and food and beverage. Greg joined EEPB InnovaTax after several years in consulting, project management and business development in global professional services and regional and specialty tax firms, working with both CPA firms and businesses to identify tax credits, incentives, and deductions. He has extensive experience working with small, mid-size, and Fortune 100 companies across numerous industries.
Prior to his career in tax consulting, Greg worked in operations in engineering, project management, and construction in the downstream oil and gas industry where he gained valuable experience in project operations, staffing, and Six Sigma.
A native of Houston, Texas, Greg received his undergraduate degree in Political Science from Texas A&M University and a Masters of Business Administration from Texas Tech University.
Gisele is a licensed attorney and director of the firm’s R&D Tax Credit practice. Gisele joined the EEPB InnovaTax, LLC. team after several years of tax consulting experience at Big 4 and specialty tax firms. She has successfully implemented more than 150 federal and state R&D Tax Credit claims for private and public companies within various industries, including energy and oilfield services; engineering, procurement, and construction (EPC); aerospace and defense; chemical manufacturing and development; consumer electronics and medical device manufacturers; software; and technology. During her tenure in the Accounting Methods and Credit Services practice at KPMG, Gisele was instrumental in leading one of the largest R&D Tax Credit engagements in the country among Big 4 service providers at the time.
A native of south Texas, Gisele attended The University of Texas at Austin, where she received a Bachelor of Journalism with Honors in 2006. Gisele later received her legal education and Juris Doctorate (J.D.) from South Texas College of Law. While in law school, Gisele was selected to serve as the research and teaching assistant to her legal research and writing professor, whom she also assisted in publishing a number of law articles in journals across the country. Gisele also competed with the law school’s award-winning Moot Court team and spent a summer abroad studying legal ethics and professional responsibility at Charles University in Prague, Czech Republic.
Gisele Mascio brings significant technical industry knowledge and project management experience, with a heavy emphasis on complex data analytics. Gisele enjoys the combination of business, technical, and interpersonal dynamics involved in R&D Tax Credit engagements and works collaboratively and passionately with clients and their advisors to secure tax savings to support continued innovation in the U.S.
Gisele uses her free time to garden, work on home renovation projects, and escape with her husband, Paul, and three kids – Cecilia, Matthew and Peter – to her family ranch in South Texas.
Andrew Murrell is a Director with EEPB Innovatax, LLC. Mr. Murrell brings over 15 years of experience tax consulting, specializing in research credits and incentives.
Mr. Murrell has guided a broad range of clients through specialized tax credits and incentives engagements, with extensive experience in the oil and gas, chemical, manufacturing, government contracting, software development, medical device, and biotech industries.
Prior to joining EEPB Innovatax, LLC, Mr. Murrell was a founding partner at TRCG Advisors, working with CPA firms and end clients to identify tax savings opportunities via research and development, export, and state and local tax incentives. TRCG Advisors was sold to Alvarez & Marsal, Taxand, LLC, where Mr. Murrell served as a Managing Director after the transaction. Previously, he worked on the National Credits and Incentives team at Deloitte Tax.
Mr. Murrell earned his bachelor’s degree from The University of Texas at Austin and his Juris Doctorate from Southern Methodist University’s Dedman School of Law.
Senior Advisors
Catherine serves as a Director and the Department Head of EEPB’s Healthcare Group. She joined the firm in 1991, with a BA degree in Accounting Information Systems from the University of West Florida. She leverages her 30+ years of public accounting experience in the healthcare industry to deliver specialized services to medical/dental private practices and clinics. She helps clients in every stage of their business lifecycle, from start-up to transition, by providing solutions that drive success. Through her membership in the National Society of Certified Healthcare Business Consultants (NSCHBC), as an executive board member, and as the president-elect, she keeps up with the latest tax issues and trends. Catherine writes articles for the “Financial Perspectives” column of the Houston Medical Business Journal and is a frequent speaker on healthcare topics.
Jason serves as a Director and the Department Head of EEPB’s Tax Compliance practice. He joined the firm in 2001, upon graduating from Cal Poly State University in San Luis Obispo, California with an Accounting degree. He specializes in international taxation, with a focus on U.S.-controlled foreign corporations and Subpart F income inclusions. He also assists manufacturing businesses with understanding and implementing the complexities of Section 263(a) inventory capitalization. He is an active member of the American Institute of CPAs and the Texas Society of CPAs. Jason enjoys mountain biking and plays on the firm’s softball team, aptly named the Bean Counters.
Steve serves as a Director and the Department Head of EEPB’s Audit and Assurance practice. He graduated with honors from the University of Houston in 1992 with a BBA degree and joined the firm shortly thereafter in 1994. In late 1999, he took a brief hiatus and went to work for a leading commercial real estate developer, then returning to EEPB in 2005. Currently, he focuses on financial audits for energy, real estate, broker dealer and investment company clients as their trusted advisor, with specialized experience in financial statement reporting and consulting. He enjoys long lasting relationships with his clients and helping others achieve their ultimate goals. Steve is a member of the American Institute of CPAs, the Texas Society of CPAs, the Houston Producers Forum, and the Houston Energy Finance Group. He enjoys traveling and playing golf.
Michael is a Director with EEPB, joining the firm in 1998.
Working with high net worth individuals and closely held businesses, Michael provides consultation and assistance with professional services in the accounting, tax consulting, and tax compliance arenas. His client exposure includes a broad range of industries, with a major focus in construction, manufacturing, real estate, professional service firms, and healthcare.
Michael graduated from Texas A&M University with a BBA in 1998. He is a member of the Texas Society of CPAs and the Houston Society of CPAs.
Larry F. McCrary’s 40-year career as a certified public accountant includes assisting clients in investment banking, financial disclosures, equity reorganizations, and mergers and acquisitions. Larry’s industry exposure includes oil and gas, real estate, and manufacturing.
Larry has an extensive background in SEC reporting, as well as serving clients in the real estate, health care, and financial services industries. More recently, he has developed expertise and written several articles for publication on the Sarbanes-Oxley Act of 2002, Section 404 compliance and reporting.
Larry began practicing public accounting more than 30 years ago, serving 17 of these years with KPMG , where he was a partner for seven years. He is a licensed Certified Public Accountant in Alabama, Florida, and Texas, and he is a Certified Forensic Accountant and Fellow of the American College of Forensic Examiners.
Larry’s education includes an undergraduate degree in accounting from Auburn University and a master’s in professional accountancy from Georgia State University. Larry is a member of the American Institute of Certified Public Accountants. Hehas served on various committees of state societies of CPAs and has taught courses for the Professional Development Institute and for Executive Education Enterprises.
Larry has also served as an adjunct professor at the University of Houston, co-authored articles published in the Journal of Commercial Bank Lending, and is the technical editor for a university textbook, Principles of Accounting.
Bo brings 45 years of public accounting experience. Co-founder of eepb, Bo is known for his expertise in Oil & Gas, Real Estate, and International Tax. He additionally serves as a Director of eepb InnovaTax, LLC (eepb’s Research & Development Tax Credit consulting practice) and as a Senior Consultant to Production Tax Consultants, LLC (eepb’s production tax consulting affiliate).
Bo is a recognized leader in his community of Bellaire where he serves on the boards of various charitable organizations. He is currently the treasurer and serves as a member of the Board of Directors for the Sigma Phi Epsilon Education Foundation of the University of Texas.
Bo specializes in Oil & Gas Accounting, Oil & Gas Tax, Real Estate Tax, Research & Development Tax Consulting, and International Tax.
Steven Parkhill is a founding member of EEPB and serves as managing director and president. Steve began his accounting career with one of the largest local accounting firms in Houston before co-founding EEPB in 1987.
Steve oversees the strategic direction of the firm while also working for clients in the health care, personal service, and real estate industries. He specializes in improving operational profitability and providing accounting and practical tax solutions to complex situations. Under Steve’s leadership, EEPB has developed a firm succession plan, which includes a long-term vision and direction plan.
Steve currently serves on several boards, including the Business Advisory Council of Goodwill Houston, and as an officer on the executive board of DFK, International USA. Additionally, Steve is an active member of Houston’s Convene Christian Business Owners.
A native of Huntsville, Texas, Steve graduated with honors from Sam Houston State University in 1977. He is a member of the AICPA and Texas Society of Public Accountants. When not working or spending time with his wife and three children, Steve enjoys golfing.
Michael B. Easley is a seasoned business consultant and entrepreneur. In Mike’s 40-year career as a certified public accountant, he has assisted hundreds of entrepreneurs in all facets of ”a successful deal,” including valuation, acquisition, disposition, due diligence, negotiation, family succession, and tax structure optimization. Mike is accredited nationally in both business valuation (ABV) and Certified Financial Forensics (CFF) by the American Institute of Certified Public Accountants.
Mike’s primary focus currently is assisting entrepreneurs and investors in the acquisition and/or sale of business and investment interests. As to sellers, this can include the pre-sale ”grooming,” valuation, marketing, tax optimization, and negotiation of the disposition or merger of privately held business interests. As to those seeking either active or semi-passive investment alternatives, Mike assists in the location of desired targets and their successful negotiation and resolution of many hurdles that accredited investors face in the acquisition of nonpublic business. Similarly, passive investment opportunities are available while simultaneously raising capital or leveraged funds needed for various privately funded concerns.
Mike is a 1975 honors graduate of Stephen F. Austin State University. Participating in several community charitable organizations, Mike takes an active role in Houston’s future.