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
CTO
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.
1981The PATH Act
gave small and medium-sized businesses access to R&D tax credits.
2016Ardius intelligence
automates the process, finally making it cost effective to turn your ideas into tax credits.
Today
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,
CEO