Jesse D. Broderick, CCIP, CPA

is the managing principal of Pyraminx Financial, LLC based in Gilbert, AZ. Jesse has over 23 years’ experience assisting all size companies in maximizing federal, state and local tax credits throughout the US. He has built a solid practice with a diverse client base, from retail to manufacturing. He has assisted his clients in saving millions of dollars through federal tax credits, multi-state tax credits, rebates, grants, abatements, and historic tax credits. Let us help you with your Federal Employee Retention Tax Credit needs!

Jesse began his tax incentives career in January 2000 with KPMG. As a Senior Manager with KPMG, he served as the Southwest Region Credits and Incentives Practice Leader for before leaving in late 2007 to start SumIt. He has been a speaker at various forums, including Expansion Management and IPT discussing federal and state incentives. He was among the first class of professionals who were designed as Certified Credits & Incentives Professionals (CCIP) as awarded by the Institute for Professionals in Taxation. He earned his undergraduate in Accounting and a Masters in Taxation from Arizona State University and is an active licensed CPA in Arizona and Louisiana.