Who we are, and why we do what we do...
We are a team of tax advisors with over 15 years of combined experience specializing in capturing R&D credits. But, why do we do what we do? What is our mission at Endeavor? How are we different?
Well, we felt limited in our prior roles at national tax advisory firms. We saw the R&D credit evolving and improving, but the consulting services surrounding it stagnating. As a result, we founded Endeavor to better serve the American Taxpayer. To us, that means providing more flexibility in our services. We are pragmatic, responsive, forward-thinking, and service-obsessed. It is all about client service for us - We thrive on quality, efficient value delivery.
Our aim is to build lasting relationships by delivering value year-over-year, while streamlining our services along the way so that our clients can dedicate less time to OUR process, and focus on THEIR core competencies.
Steven Jefferies, Esq.
Steven is Endeavor’s lead attorney. After the 2008 financial crisis, Steven left Wall Street to attend law school at the University of Houston Law Center. Since then, his focus has been in tax consulting.
Steven brings experience from a national tax advisory firm and a multinational investment bank and financial services firm. He has served clients in a multitude of industries to secure millions of dollars of incentives, and has an innate passion to drive innovation in high-growth industries and organizations.
He loves to distill complicated tax and legal issues into workable concepts and implement solutions. Steven is currently licensed to practice law in the State of Texas.
In his down time, Steven enjoys practicing Brazilian Jiu Jitsu, distance running, and is an avid reader.
Steven@endeavoradvisors.com | 805.698.9595
Ross is an industry recognized expert with a background in accounting. He is our technical practice leader and conducts R&D analysis.
Mr. Cunningham has worked with the R&D credit since 2011 and has delivered tens of millions of dollars of benefits, working with thousands of clients in almost every industry.
He earned his BS in Accounting from University of Houston- Clear Lake. Mr. Cunningham lives in New Braunfels with his awesome dog, Hank. Ross loves the river and catching a great show at Sam’s Burger Joint, White Water, or Gruene Hall.
Jasdeep is one of Endeavor’s Software & Technology experts. With a background in Economics from the University of Texas at Austin, Jasdeep has worked as an R&D tax consultant at two of the nation's leading tax advisory firms where he received the CEO’s award for his project management skills and client satisfaction ratings.
Primarily, he focuses on assisting companies claim R&D credits relating to their innovation in Software, Technology, Manufacturing, Architecture, and Engineering.
Jasdeep brings a wealth of energy and know-how to the table, and has a passion for understanding and strengthening his clients’ businesses.
Jimmy Heinbaugh, Esq.