The people behind the strategy
Expert team.
Proven results.
Advanced tax deduction and energy strategies demand more than software. Meet the people who bring judgment, clarity, and accountability to every engagement, and the network of professionals who work alongside them.
3× INC 500 · 2× INC 5000 recipient
Rob Schell
Commercial real estate tax, energy and development strategist
Rob Schell is a Principal at Innovate Real Estate Tax Strategies, where he delivers advanced tax deduction and energy strategies to growth-focused businesses. A three-time INC 500 recipient, Rob has become a respected voice in commercial real estate development, tax and energy strategy.
His expertise spans real estate development, cost segregation, §179D energy deductions, §263A UNICAP exemptions, Tangible Property Regulations, accounting method changes, and R&D tax credits. Rob partners with commercial real estate leaders to reduce tax burdens, increase cash flow, and build lasting financial strength.
Rob attended Spring Hill College, where he developed the strategic thinking and values-driven approach that defines his work. His philosophy is simple: property owners deserve to keep more of what they earn, and the tax code—properly understood and applied—is one of the most powerful tools available.
Finance & economics · Strategic depreciation
Lauren Burgess
Making sophisticated tax strategy understandable and actionable
As a Principal at Innovate Real Estate Tax Strategies, Lauren helps commercial real estate owners and service-industry leaders transform tax strategy into a powerful wealth-building tool. Her career began in mortgage lending, where she watched entrepreneurs build successful businesses while consistently losing significant income at tax time.
After earning her degree in Finance and Economics from the University of South Alabama, she found the solution hiding in plain sight: the tax code itself. Lauren discovered that many property owners overpay simply because they do not know which strategies apply. Her mission became helping them understand and use those rules strategically.
Through real estate financing, strategic depreciation planning, cost segregation, §263A UNICAP exemptions, and Tangible Property Regulations, Lauren has helped clients identify millions of dollars in opportunities. Her ability to explain complex concepts in plain English has made her a sought-after advisor and speaker.
Operations · Client experience · Strategic growth
Emily Everts
Turning sophisticated engagements into seamless client experiences
Emily Everts is the Chief Operating Officer at Innovate Real Estate Tax Strategies, where she leads operations, client experience, and strategic growth. Known for direct communication, precision, and an unwavering commitment to a luxury-level experience, Emily ensures every engagement runs with exceptional attention to detail.
A graduate of Coastal Carolina University, Emily works closely with business owners and executive teams to simplify complex processes and align operations with client needs. Her ability to translate sophisticated tax-strategy engagements into smooth client experiences sets Innovate apart.
Emily believes the quality of an engagement is measured not only by its results, but by the experience of getting there. She holds every process to a high standard because Innovate’s clients deserve world-class service from start to finish.
Partners & affiliates
A national network.
One point of contact.
Innovate works through CPAs, financial advisors, brokers, lenders, attorneys and property managers across the country. Your advisor stays in the lead; our specialists do the technical work behind the scenes.