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 provide superior service and savings. ERS attracts and retains talent through a combination of rapid growth, competitive 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 throughout the entire process.

Jacob’s experience includes over 29 years of state and local tax consulting experience. He 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 building 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 the 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 CDTFA. 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 bachelor’s degree in accounting.

Hendrix is an accomplished Indirect Tax Senior Manager with over a decade of experience leading complex, multi-state sales and use tax engagements, developing audit defense strategies, and conducting reverse audit recovery reviews. He brings deep industry expertise developed through roles at Ryan Tax, KPMG, and Deloitte, with a focus on healthcare, telecommunications, transportation, manufacturing, and oil & gas sectors.

Hendrix is highly skilled in data analytics tools, including Alteryx and Power BI, as well as possessing hands-on experience with a range of ERP and tax bolt-on systems. His core strengths include data wrangling, staging, and enhancement, paired with tax technical expertise to uncover tax-saving opportunities and drive strategic tax planning that delivers measurable client value. Hendrix thrives in the ever-changing dynamic landscape of tax policy and takes pride in identifying creative opportunities to recover tax overpayments for his clients.

Rob carries 10 years of local sales and use tax audit experience working for the public sector in California. Prior to joining ERS in 2023, he worked for a local government contracting firm that serviced more than 450 local government agencies throughout California. In this role, he specialized in audit recoveries involving large interstate transactions, construction projects, marketplace facilitators/sellers, direct pay permits, and point-of-sale misallocations of local tax.

Rob has extensive experience working with the California Department of Tax and Fee Administration (CDTFA) and all levels of tax and compliance professionals to resolve client concerns and maximize recoveries. He holds a B.A. in business administration with a focus on finance, real estate, and law and a master’s degree in project management. Rob is passionate about developing and improving private practice and local government financial structures with a critical focus on customer service. In his free time, he enjoys traveling and spending time with family, running, working out, and investing in small-cap biotech companies.

Savera has over 10 years of experience and leads the company’s technological aspects of operations as well as its overall management. Savera is ERS’s internal expert with database interrogation and analysis, leading our information and database analysis group. She also manages the healthcare central supply reviews for ERS healthcare clients.

Savera received her undergraduate degree in Economics and her master’s degree in Data Analytics from the University of California, Irvine.

Rudy has over 35 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.

Farah Mohamedy – Senior Associate

Adil Bholat – Associate

Azra Bholat – Office Manager

Bios

JACOB BHOLAT

Hendrix Nghiem

ROB DECRAENE

SAVER BHOLAT-KHAN

RUDOLPH (RUDY) RODRIGUEZ

aSSOCIATES & sTAFF