Innovation Refunds
Chad Sinclair has a diverse work experience spanning several industries. Chad is currently the Chief Financial Officer at Innovation Refunds, a position they have held since February 2022. Prior to this, Chad worked as an Adjunct Professor of Investments at Vanguard University of Southern California starting in January 2021. From November 2019 to June 2022, they served as the Chief Financial Officer at Trilogy Financial. Chad also held the position of Chief Financial Officer at EP Wealth Advisors from March 2018 to November 2019. Before transitioning into financial roles, Chad worked at Deloitte from January 2015 to March 2018, where they progressed from a Senior Associate to a Manager in the Advisory division, specializing in M&A Transaction Services. Prior to joining Deloitte, Chad worked as an Assurance Senior at EY from January 2012 to January 2015. Chad began their career in the financial industry as a Loan Officer at Stearns Lending from July 2010 to February 2012. Before that, Chad served as an Audit and Accounts Manager at Everitt Kerr & Co from July 2008 to August 2010. Chad started their professional journey as a Trainee Accountant at The MGroup in 2004, where they stayed until 2008.
Chad Sinclair received their Bachelor of Science degree in Applied Accounting from Oxford Brookes University. Chad completed their education at the university from 2007 to 2010.
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Innovation Refunds
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Our Mission is to assist small and medium sized businesses in attaining cash incentives from federal and state governments. Small and medium size businesses have historically shaped America’s economic landscape. We’re committed to helping all 30 million+ businesses in the US get back what they’re owed so they can keep pushing us forward as innovators and job creators. We put over 300 combined years of business and accounting experience to work for you. "We know business." From growing start-up companies into multi-million dollar enterprises to turning challenged businesses into profit centers, our executive team has walked in your shoes as entrepreneurs and long-term business managers. We are no strangers to the risks and the rewards of success. "We know accounting and tax code." Our CPAs and attorneys are world-class experts in tax code, compliance, and research and development credits and rebates. From MIT, Fordham, Georgetown, Leeds, Deloitte, Price Waterhouse, and other prominent institutions, we have assembled a team with diverse experience leading to a 100% success rate for our clients. "We see your business as if it were our own." You have put a lot of time, effort, and sweat equity into building your business into what it is today. We not only respect that, we believe you are the backbone of America’s economy, employment, and future economic growth. Every recommendation we make is taken with the same care as if it were our own company.