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.
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.
Rob brings over 13 years of experience managing indirect sales and use tax audits across California’s public sector, including sanitation districts, non-profits, and large healthcare providers. Before joining ERS in 2023, he worked for a local government contracting firm that serviced more than 450 local government agencies in 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 compliance professionals at all levels to resolve client concerns and maximize recovery of tax overpayments. He holds a bachelor’s degree in finance, real estate, and law from California Polytechnic State University, Pomona, and a Master of Project Management from Keller Graduate School, which carries special accreditation through the Project Management Institute’s Global Accreditation Center (GAC).
After graduating in 2013, he earned a Project Management Professional (PMP) license, which has proven instrumental in his ability to manage a full pipeline of complex reverse-audit recovery projects spanning use tax accruals, vendor sales/use tax, wastewater, R&D, and federal excise tax for a wide range of ERS clients. He excels at transforming, organizing, and enriching data, combining these technical skills with deep tax knowledge to identify savings, drive strategic planning, and deliver quantifiable value to clients. Rob is adept at navigating a fluctuating tax landscape and specializes in identifying unique strategies to recover overpaid taxes and maximize client value.
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.
Hendrix graduated in 2014 from the University of Texas at Arlington with a B.S. in Accounting.
Jenny joined Equity Recovery Solutions after earning her B.S. in Economics with Minors in Business and Data Science from Vanderbilt University. She brings a strong analytical background built through tax, state policy, and portfolio analytics roles at Aprio, BDO USA, and the Tennessee Valley Authority.
At ERS, Jenny leverages her core skills in data analysis and state and local tax consulting to support sales tax recovery engagements, process California Department of Tax and Fee Administration (CDTFA) tax documentation, and analyze transactional data to identify overpayment and savings opportunities for clients.
