About Us
Tax Formulations also specializes in partnering with CPA firms to help them leverage the full potential of research and development (R&D) tax credits by partnering in a joint venture to assist their client base. Our firm bridges the gap between innovation and financial strategy, ensuring that companies maximize their eligibility for these valuable incentives.
By aligning closely with CPA firms, we provide seamless support, from identifying qualifying activities to preparing comprehensive documentation and compliance reporting. Together, we help unlock substantial tax savings, reinvest in innovation, and stay ahead in competitive markets. At Tax Formulations we simplify the R&D tax credit process so our partners can focus on driving growth and achieving success.
Meet the Team
Martin Gamez
Martin Gamez is a seasoned tax consultant with over 25 years of experience, specializing in federal and state tax credits and incentives with a deep focus on the Research & Development (R&D) Tax Credit. His background includes working at both Big Four and Top 10 accounting firms, where he’s gained extensive exposure to a wide range of industries and complex tax issues.
Throughout his career, he’s had the opportunity to work closely with companies in technology, manufacturing, engineering, life sciences, and software development to name a few industries. Martin translates complex tax law into clear, practical strategies that align with how my clients operate. Whether supporting a startup through its first R&D claim or helping a larger enterprise optimize multi-year filings, he brings a hands-on, detail-oriented approach to every engagement.
Beyond the numbers, Martin is passionate about health and fitness, often starting the day with a workout or finding time to stay active through sports. A lifelong sports enthusiast, he enjoys both watching and participating in competitive and recreational activities. Outside of work, Martin is a proud parent of two daughters and values spending quality time with family, cheering from the sidelines, and staying involved in their academic and personal pursuits.
Tony Velibil
Tony joins the company after spending the last 10 years as a Tax Manager with several CPA firms in California, Texas and Minnesota focusing on S-Corporation, partnership and high net worth individual tax compliance and planning. Upon graduation, he joined Deloitte as a Tax Associate. He joined the Research Tax Credit group shortly after starting and spent six years with Deloitte, the last two as a Tax Manager. As a member of the Research Tax Credits group, he assisted Fortune 500 companies in documenting and calculating Federal and state Research Tax Credits and supporting those credit claims at Internal Revenue Service and state audits. After leaving Deloitte and before returning to work in the tax field, Tony spent 5 years in the wine business making wine in Sonoma and Napa with the goal of starting his own wine label.
Tony graduated with a Bachelor of Science degree in Accounting from the University of La Verne in Southern California. He is currently an Enrolled Agent. He enjoys racing road bicycles, playing golf and traveling outside of work.
Bob Montes
Cost Segregation Director
Bob is our cost segregation expert with over 30 years of experience in the business preceded by 10 years of experience in construction and engineering.
He oversees each project from scoping, implementation and delivery of our audit ready results.
Prior to joining Tax Formulations, Bob was a director of cost segregation at EY, KPMG, PwC, GT and RSM.
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