Where It began
Insight R&D grew out of a recognition that most businesses overlook the credit because they are unaware that many of their day-to-day activities qualify.
Additionally, most CPA firms didn’t have the in-house capacity to offer it to their clients.
Working alongside CPAs rather than around them, we bring the specialized expertise, onsite process, and audit-ready documentation that R&D credit claims require.
OUR TEAM
Unlike most R&D credit providers, our team is composed primarily of CPAs with real-world tax and accounting experience. This perspective allows us to evaluate how the credit fits within your client’s broader tax situation.
Mark Butkus
Project Manager
Mark brings over a decade of experience across both private and public accounting, working with a wide range of industries. He now focuses on helping local businesses understand and maximize their tax credits, keeping the process clear and straightforward.
Originally from Arlington Heights, Mark attended Illinois State University, where he earned degrees in Accounting and Finance. He lives in Woodridge with his wife, Kate, and their golden retriever, Goose.
Jake Satterlee, CPA
Partner
Jake has spent the past decade in public accounting, working closely with small to mid-sized businesses across their financial operations. He brings a strong understanding of both the technical side of tax and the client experience, helping create a process that feels clear, organized, and easy to navigate.
Originally from Peoria, Jake now lives in Aurora with his wife Nicole, their daughter, and four cats. He also serves on the board of directors for A.D.O.P.T. Animal Shelter in Naperville.
Greg Johnson, CPA
Partner
Greg brings over a decade of public accounting experience, with a focus on tax planning and advisory for closely held businesses and high-net-worth individuals. At Insight R&D, he helps clients navigate the complexities of the R&D tax credit, combining technical expertise with a practical understanding of how these incentives fit into broader tax strategies.
Originally from McHenry, Greg now lives in Pingree Grove and is currently pursuing a master’s in taxation from DePaul University. Outside of work, he spends much of his time at his family’s cabin in Wisconsin, making the most of any chance to get outdoors.
Taylor Straub
Partner
Taylor helps companies unlock value through the R&D tax credit, with a focus on manufacturing and construction. Since starting his career in 2014 at BKD, he’s led complex R&D studies and guided clients through the process in a way that’s practical and easy to follow. His hands-on approach and industry experience help simplify what can often feel like a complicated process.
Originally from southwest Missouri, Taylor now lives in Mundelein with his wife, their two sons, and their Chihuahua, Mister Beanz. He holds a Bachelor of Economics from Missouri State University.
