Driving Your Firm’s Success by Providing R&D Tax Credits to Your Clients


Explore how you might begin offering R&D tax credit consulting services to your clients via an automated R&D tax credit calculation process!



In this webinar, participants will learn:

Riz Malik

Alex Pak

Head of Product

Head of Customer Success 

Riz Malik is the Head of Product for GOAT.tax software where he is responsible for leading the product vision, development, and roadmap along with assisting clients with onboarding and support. He has over ten years of direct R&D tax credit experience in various industries, including software development, engineering, aerospace, manufacturing, architecture, and video game development. Riz is passionate about utilizing technology to bring automation to manual processes to eliminate inefficiencies and improve business operations.

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. He has over a decade of dedicated experience with the R&D tax credit. In 2021, Alex joined the GOAT.tax team as Head of Customer Success. His primary responsibilities include conducting preliminary evaluations for R&D qualification in addition to managing and executing projects for a wide range of industries.

January 27, 2023

11:00AM - 12:00PM CST / 12:00PM - 1:00PM EST

How to identify R&D tax credit opportunities in various industries 

The GOAT.tax R&D tax credit study workflow

How to harness our system to automate tedious tasks like gathering data

How to have your clients document their R&D activities with our documentation module