We are a team of tax advisors and attorneys with over 30 years of combined experience specializing in maximizing R&D credits safely and legally.
Why do we do what we do?
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.
What is our mission at Endeavor?
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.
How are we different?
The partners and co-founders at Endeavor Advisors previously worked together at a large multi-national tax advisory firm. We saw the R&D credits increasing and improving each year, but saw the service industry around the credit remaining the same. Our R&D tax consultants set out to streamline the R&D credit process all the way from capturing, qualifying, and reporting the credits. This means that we took the expertise and high deal-flow capacity of a large firm experience, and applied it in a small, highly efficient team setting in order to deliver boutique-level quality and efficiency. As a result, our clients spend less of their time on tax matters, and more time operating in their core-competencies.
Steven Jefferies, Esq.
Founder & CEO
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…
Chief Finance Officer
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…
Jimmy Heinbaugh, Esq.
Chief Marketing Officer
James “Jimmy” Heinbaugh is an attorney licensed in both Texas and Colorado. He has worked in R&D credit analysis and tax controversy consulting since 2014. Mr. Heinbaugh grew up in New Braunfels before attending the University of Texas and serving in the US Air Force. Mr. Heinbaugh earned his law degree from…
VP Sales and Marketing
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…