About

The Story Behind Us

At Better Credits, we simplify the complex world of R&D tax credits for growing companies.

Our mission is to deliver reliable, straightforward studies that unlock savings and support innovation, without the hassle or inflated contingent fees. With deep expertise in research and development incentives, our team partners with companies (from startup and beyond) to scope, calculate, document, and defend every R&D tax credit claim.

Guided by decades of specialized industry experience, we combine technical know-how with smart technology to make the tax credit process smooth and stress-free. We’re not just another SaaS provider. We’re your dedicated partner in maximizing credits, reducing risk, and fueling growth.

Meet the Team

Matt Roberts

Founder
Responsibilities include all things client engagement/delivery. Matt spent the first 12 years of his career at a Big Four firm, where he helped companies scope, document, calculate, and defend their R&D tax credits, before shifting his focus to startups and the middle market; since then, he has consulted with taxpayers nationwide, served as the lead tax technical expert for a large Series A ventured-backed startup providing R&D services primarily to tech companies, and continues to be recognized as a thought leader in the R&D tax credit field while advising several organizations in that space.
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Tom Burns

Data Analytics / RPA Lead
Responsibilities include assisting in data analytics and Robotic Process Automation (“RPA”). Tom is a financial systems and analysis specialist with a background in international accounting. Tom has consistently found opportunities to create process improvements via automation using resources/technologies available. Tom’s specialty is reporting automation with Python, Microsoft Excel, SQL, and Oracle EPBCS, PCMCS, Essbase, and HFM.
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Josie Lorenzo

UX/UI Designer
Responsibilities include owning the entire UI/UX design of Better Credits’ application development efforts. As a UI/UX Designer with over 5 years of experience, Josie has a passion for creating user-centered designs that enhance the overall user experience. Josie has worked with various tools such as Figma, Sketch, and Adobe XD to design high-fidelity mockups, wireframes, prototypes, and user flows. Josie has also conducted discovery workshops, performed UX audits, and crafted user personas and journeys.
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Vanessa Coles

Frontend Developer
Responsibilities include owning the entire FE development of Better Credits’ Expense Automation Analysis Tool (“EAAT”). Experienced self-taught Full-Stack developer with a 10+ year background in developing and maintaining small to large scale web applications.
Specialities include: NodeJS, TypeScript, React, Python, PHP, building APIs and working with containerized applications. Experience with PostgreSQL and MongoDB. In her free time enjoys working on side projects, playing video games, writing, and creating art.
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Craig Smith

Backend Developer / Product Lead
Responsibilities include owning the entire BE development of Better Credits’ Expense Automation Analysis Tool (“EAAT”). A methodical yet inventive Software Engineer who produces quality results and enjoys being a central resource for resolving software issues. Expertise includes software design, object-oriented programming languages, compilers, automation and operating systems. Accomplished in Go, C#, .NET, C++, Java, Python, Node, Ruby, Mongo, SQL (many varieties), multithreaded programming, C, and BigData.
Specialties: Go, C#, Node, UNIX, windows, software architecture, teaching, programming languages, and compilers. I have taught classes in C, C#, and Perl. Craig is also very proficient in spoken German (although it will take me a couple of days to think in German again).
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Juan Torres

AI Automation Lead
Responsibilities include evaluating model performance, architecting AI workflows, and integrating automation pipelines that transform raw financial data into actionable intelligence. Specializing in the selection, deployment, and optimization of AI models, with a focus on constructing agentic systems to automate insights from accounting documents (e.g., general ledgers).
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Our Core Values

Integrity Over Incentives

We never charge contingent (percentage-based) fees - keeping our incentives aligned with your best interest.
Simple Substance

Delivering both ease and credibility—never sacrificing quality for convenience.
Transparency & Trust

Clear, open processes and documentation you—and your stakeholders—can trust.
Human-Centered Service

Combining smart tech with expert, personal support for your peace of mind.