PRIVATE SECTOR EXPERIENCE
Current
- Principal and Vice President, Incentives Technology, Tax.com™, Mississauga office
- Defines and creates next-generation enabling technologies leveraging generative AI, natural language processing, optical character recognition, analytics, digital trust, automation, and proven approaches to collaboration.
- Specializes in providing tax incentives and government funding services across a wide range of industries with a focus on efficient preparation and claim support and substantiation based on a data-first analytical approach.
- Has extensive experience with Canadian scientific research and experimental development (SR&ED), American research and experimentation (R&E), and UK R&D programs.
- Partner and Regional Leader, R&D Credits and Incentives Service team, global accounting firm
- Specialized in providing technical guidance on determining eligibility, claim structuring, and claim preparation and defense, as well as guidance on implementing internal process improvements to help organizations naturally produce the required contemporaneous supporting evidence.
- Prepared and defended claims across a variety of industries, including telecommunications, oil and gas, finance, manufacturing, software development, gaming, aerospace, controls, and many other high-tech development firms.
- Prepared claims involving classified military and aerospace projects, as well as projects that fell under Controlled Goods/ITAR regulations.
- President, technology and services consulting firm
- Focused on technology valuations, software development, and professional services involving solutions architecture, IT consulting, SR&ED, and digital media claim preparation services.
- Owner and Managing Partner, custom motorcycle retail and service shop
- Led the retail sales of motorcycles, parts, and accessories.
- Designed and developed custom motorcycles.
- Vice President, Professional Services, network and systems management firm
- Specialized in network design, security, client-server architecture, process controls, and software engineering.
PUBLICATIONS
Mr. Dougherty has authored articles on the topic of SR&ED, including:
- How Canadian Startups Can Prepare for SR&ED, BetaKit, November 2018
- Over $20B in Funding Is Available to Canadian Tech Companies (If You Know Where to Look), BetaKit, December 2018
PROFESSIONAL AFFILIATIONS
- Professional Engineers Ontario
- Member (1995–Present)
EDUCATION/ACCREDITATION
- Bachelor of Engineering (Electrical) Degree, Controls and Robotics, Toronto Metropolitan University (formerly Ryerson University)