Tax Credits & Planning

Experience the difference a CPA can make

Secure valuable tax credits and plan for new opportunities with our team of experienced CPAs. We are committed to providing you with the tax credits, incentives, and planning needed to match your ambitions for growing your businesses.

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Tax Credits & Planning

Experience the difference a CPA can make

Secure valuable tax credits and plan for new opportunities with our team of experienced CPAs. We are committed to providing you with the tax credits, incentives, and planning needed to match your ambitions for growing your businesses.

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See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
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Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

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IRS Resumes Sending Collection Notices: Steps to Take Now

Understand your LT38 notice and explore payment options, and avoid enforcement actions with our guidance
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Accelerate Tax Deductions with Cost Segregation

Learn how a cost segregation analysis can accelerate depreciation deductions and unlock significant tax savings for your business.
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Expedite Your ERC Refund with the Taxpayer Advocate Service

If you're experiencing delays with your ERC refund, then the Taxpayer Advocate Service (TAS) may be right for you.
Learn About Partnering With Our Team

The Corporate Transparency Act goes into effect soon. But you can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

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Do you have questions for tax professionals?
Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

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