About Us

Headdy Mulroy Advisor Group, LLC specializes in government-sponsored Credits and Incentive tax services that provide clients with a dollar-for-dollar cash benefit through the reduction of tax liability. The relevant Internal Revenue Code sections, regulations, and case law are extraordinarily complex and difficult to navigate for even the most sophisticated taxpayer. By leveraging the public accounting background of the management team, Stephen and Patrick bring insights and practical experience into both the credit calculation and data automation processes. The technology solutions and data analytics services are designed to reduce labor-intensive aspects of a process and to simplify your approach.

With years of experience servicing a vast array of companies — from start-ups through the Fortune 500 — Headdy Mulroy Advisor Group, LLC fills a void in the market through the combination of two knowledge bases: the business acumen and professional expertise of a Big Four Accountant and the data and programming expertise of a software engineer. This unique synergy provides the ability to service the market in a manner that cannot easily be replicated by competitors.

A list of services is shown below:

- R&D Tax Credit
- Statistical Sampling
- Employee Retention Credit
- Meals and Entertainment
- Cost Segregation
- Data and Analytics
- General Business Consulting