History of WOTC
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About Mckenzie Chase and the WOTC Program

Mckenzie Chase Management’s history is rooted in the WOTC program, drawing on 35 years’ worth of experience. Mckenzie Chase Management was founded in 1982 by Evelyn Chase and Mack Mckenzie. After a brief program hiatus in 1999, ownership was passed to Alain Aridj and Mike Lancey. Since Alain’s passing Mike has been serving Mckenzie Chase’s clients as the owner and principal tax credit consultant. MCM’s goal is to help clients earn beneficial employer tax credits captured in the hiring process. The company focuses on services for a range of employers, particularly those in the agriculture, security, and hospitality fields.

Mckenzie Chase started in 1982 supporting the Targeted Job Tax Credit (TJTC) in the Seattle and the Northwest. The Work Opportunity Tax Credit program (WOTC) was introduced on October 1, 1996 to provide tax incentives for employers who hire individuals from specific target groups. People from these target groups have been identified by the U.S. government as having historically high unemployment rates.

After introducing the WOTC program to our clients in 1996, Mckenzie Chase went online, introducing Electronic Tax Credits in 2009 with a simple fast tax credit system that applicants could complete in less than 2 minutes, without the need for help pages or tutorials by anyone. Through WOTC, employers can earn a tax credit per qualified employee; these tax credits can be applied to employers’ income taxes, reducing the amount they owe the IRS.

About the Principal: Mike Lancey

 

 

 

 

 

Michael Lancey, MBA, EA
President
Principal Tax Credit Advisor

  • MBA, with honors, from Fordham Graduate School of Business with emphasis in both Finance and Marketing.
  • EA, Federal tax expert, holding the IRS Enrolled Agent credential.
  • Outside the business hours Mike’s interests include family, volunteer work in his community, and boating in the Puget Sound.

Currently the owner of Mckenzie Chase Management, Mike Lancey assumed the role of Principal and Tax Credit Advisor in 2007, continuing the distinguished 35-year tradition of MCM tax credit services.

Government and Agency Relations: David Burgess

 

 

 

 

David Burgess, Ph.D. recently joined Mckenzie Chase Management as a Government Relations Manager.

  • David joins MCM with more than 30 years of experience in government relations and industry.
  • For the last ten years, David has worked in business as a Quality Manager and Business Development manager for a manufacturing company.
  • He has served as the Regional Director of the American Leadership Conference in the Northwest, organizing conferences for in both Washington state and Washington, D.C. that brought together leaders and legislators from Japan and Korea with their counterparts in the U.S., and U.N ambassadors with members of Congress.
  • David has been married for 35 years to Julie, a school teacher, and has two grown children. In his leisure time, he enjoys golf and reading.

Client Services and Operations: Harley Teichman

 

 

 

 

Harley Teichman joined MCM as the most recently added member of our Client Services team.

  • Harley previously has held client relationship and operations positions at Wells Fargo and Security Bank of Washington.
  • Harley hails from British Columbia and escaped the unforgiving Canadian winters to attend Western Washington University.
  • Besides his focus on client service and performance, Harley enjoys playing guitar in his band and being an occasional wedding DJ.