About Ardius

A story of accounting, engineering, and the entrepreneurial spirit

Our mission

We founded Ardius with a mission to democratize tax incentives that reward innovation, giving all companies a bigger opportunity to grow.

Our CPA Team

Joshua Lee

CEO/Founder, CPA

Former West Coast R&D Credit Team Lead CPA for Ernst & Young

Christina Ahn

CPA and R&D Tax Specialist

Former R&D Tax Specialist at KPMG and Deloitte Tax

Jay Manon

CPA and R&D Tax Specialist, JD

Former R&D Tax Specialist at Ernst & Young and Price Waterhouse Cooper

Mike Okabayashi

CPA and Tax Specliast

Partner at Ernst & Young

Our Success Team

Michael Han

VP of Success

Janice Orlando

Director of Success

Richelle Drost

Customer Success

Karla Helms Frazier

Customer Success

Our Technology Team

Michael Young


Former CTO of Liferay

Byron Wang

Chief Product Officer / Head of Engineering

Former VP of Engineering of Spokeo

Frank Chiu

Director of Machine Learning

Former Tech Lead, Google Photos Machine Intelligence

John Lee

Director of Engineering

Former Lead Architect,
Warner Bros.

Our Partners

Origin Story

Even with the expansion of R&D tax credits in 2015, barriers to access remain. Only select CPAs and top firms have been trained to navigate the new tax laws, and even then the process is excessively time-consuming. That’s where Ardius comes in.

US R&D tax legislation

was passed, but mostly benefited large enterprises with $100M+ in revenue.


The PATH Act

gave small and medium-sized businesses access to R&D tax credits.


Ardius intelligence

automates the process, finally making it cost effective to turn your ideas into tax credits.


Type A Technology. Team Player People.

  • We are a diverse group of people with experience spanning accounting, engineering, and entrepreneurship.
  • We brought together top engineers in gaming and automation to build our ‘type A ‘ technology–an obsessive, AI-powered platform that uncovers the biggest possible credit, every time.
  • Across every level of the company, all the way up to our Founder, we have CPAs who cut their teeth at the Big 4 firms before becoming change agents at Ardius.

"Ardius takes something very labor intensive and archaic and makes it super easy. Their Big Four tax and accounting experience and start-up expertise make me confident that I can continue to benefit from these types of credits for years to come. I'd recommend Ardius to any founder!"

Walter Chen,