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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The Corporate Transparency Act

Make sure your business is compliant with the CTA and the new reporting requirements for beneficial owners.

Employee Retention Credit: Understanding the Small or Large Employer Distinction

Small employers are allowed the ERC on wages paid to employees whether they worked or not. On the other hand, large employers are limited to wages paid to employees for not providing services.

Employee Retention Credit: Restaurants & Bars Receive Cash Aid

Restaurants and other businesses are eligible for up to $26,000 per employee via the Employee Retention Credit (ERC). Learn how the credit works here.
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.

Client Testimonials

Read our reviews so you can claim with confidence and see how other clients have found success by working with our team of tax professionals.

“My business had the pleasure of using Strategic Tax Planning to handle our Employee Retention Credit filing. They were extremely thorough and professional. Our point of contact, Jasmine Pratt was responsive and led us through the process. I highly recommend the firm.”

Saul M.

"I was skeptical that our small, nonprofit organization would be eligible for an employee tax credit, but Stefanie Ercolino and the crew at Strategic Tax Planning encouraged me to try - all at their expense. After conducting a thorough review of our personnel records for the relevant years, Stefanie determined that we are eligible to receive over an $100,000 refund!! Thank you for persevering, Stefanie and all!"

Jill F.

"We had an amazing experience working with Stefanie at Strategic Tax. We have two small companies that had ERTC set up with our payroll company, but with all of the changes in the program over time, our payroll company didn't maximize all of our potential refunds. Enter Strategic Tax.We received funds we didn't even realize we were entitled to which helped us continue operating and pay down debts accrued during COVID. The team was patient, yet persistent, as they navigated the system with knowledge and ease.Highly recommend working with them."

Joe O.

"Strategic Tax Planning was great to work with in navigating the ERC refund process.  They were very clear what documents were needed and made it easy to upload them to their system.   They gave us a quote on both what our costs would be and what we could expect in refunds.  We filed on December 15, 2022.  We received our refunds from the IRS the first week of June 2023. I would recommend them to anyone considering filing.”

Alice W.

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