About ERS/ Bios

All professionals in supervisory positions are extremely experienced and most are former "Big 4" auditors and/or former government auditors.  We believe the training and experience of our engagement team provides superior service and savings.  ERS attracts and retains talent through a combination of rapid growth, competitve pay, unique firm-wide profit sharing programs and a dynamic work environment for our professionals.

Staffing is a critical component of our successful project management and we fully understand the need to have the right people - in the right place - with the right skills - at the right time.  To accomplish this, each project assigns a project leader and maintains consistent personnel through the entire process.

Jacob Bholat, CEO - Managing Partner

Jacob's experience includes over fifteen years of state and local tax consulting experience.  He co-founded Equity Recovery Solutions Inc. in his quest to better serve his clients.  Jacob has specialized in providing sales tax recovery, audit representation and transactional planning for clients in various industries including large not-for-profits, public entities and government clients.

Prior to ERS, Jacob was an Associate Partner in another recovery firm, working there for over eight years and built his own large practice.  During his tenure, Jacob was instrumental in the development of a comprehensive automated refund recovery package, which reduced time and resources and increased efficiency of his practice.  He also successfully managed the accounting portion of a large class refund claim, which included over 100 clients covering over a 10 year period which was ultimately settled with the Superior Court of San Francisco.

Before joining ERS, Jacob worked in Deloitte's Tax Services Group in Los Angeles and Orange County and he was also an auditor with the State Board of Equalization.  Before beginning his career in the state and local consulting area, he worked in the printing industry for over seven years in production and management.  Jacob graduated from California State University, Long Beach with a Bachelors degree in accounting.

Rudolph (Rudy) Rodriguez, Director Sales Tax and Statistical Sampling

As a defender of taxpayers, Rudy developed in-depth knowledge of the Sales and Use audit program with his years of experience as a Computer Audit Specialist (CAS).  This unique insight provides him the behind the scenes know-how into the statistical sampling testing used by most tax auditors.  With his assistance you can be assured of your right to a fair and representative audit and also increase areas of potential refund opportunities.

Rudy has over 32 years of experience in the sales tax area working for the Board of Equalization (BOE).  Rudy joined ERS in 2012, after leaving the BOE, serving as our internal statistical sampling expert.  We can proudly say that no other consulting firm has this level of experience and insight into audit statistical sampling.

From 2001 to 2012, Rudy served as a CAS, where he handled and processed taxpayer's data for numerous large audits.  As a CAS, he processed data and provided statistical samples to auditors throughtout Southern California, including many Fortune 500 companies.  He also received extensive training on the various aspects and issues related to statistical sample auditing techniques provided by the Professional Development Institute from the University of North Texas.

During his extensive career at the BOE, Rudy served as a Business Taxes Specialist and handled sales tax audit of all industries and all sizes focusing on the larger and more difficult cases.  He aslo served frequently as Interim Audit Supervisor, conducted training for both audit staff and the public at large and was responsible for training of may new auditors.  Rudy graduated from California State Polytechnic University with a degree in Business Administration with a major in Accounting

Albert Soloman, Technology Partner

Albert has over 20 years of experience in private industry. Albert co-founded ERS and leads the company’s technology aspects of operations as well as its overall management.  Albert is ERS's internal expert with database interrogation and analysis and leads our information and database analysis group.

Prior to working with ERS, Albert has served as a owned and operated a large printing company. With his guidance, the revenues of the business grew tremendously during his tenure, until his decision to sell the business and move on to different ventures.

Jong "Dave" Joo, Project Manager - Internal Data Systems Expert

Dave has 10 years of experiences in the Sales and Use tax area and Audit Defense. Prior to joining ERS, Dave worked for another state and local tax consulting firm primarily focused on tax recoveries and audit services related to the Healthcare Industry.  Dave has extraordinary skills with client data systems including Accounts Payable & GL systems.  He also has advanced skill sets related to data analysis to identify recovery transactions and derives the best solutions from various client data sets.  He is not only great talent of data analysis, but he also has excellent skills in product research and client service.

Since Dave has joined Equity Recovery Solutions in 2016, he has served and managed many large projects. We appreciate his endeavor and hard work to satisfy client needs. We believe that his addition to the firm continues to help improve our technology side to further improve client service. Dave is very friendly, well-organized and service oriented.  Dave graduated California State University, Dominguez Hills with a degree in Business Administration with a major in Accounting

James Montez, Director of Business Development

James has over 20 years of experience in business development is the professional services arena.  James serves as the Director of Business Development and leads the company’s business development strategies, including new client acquisition, existing client strategies, new market assessment and public relations.